Marketing Automation for Microsoft Dynamics CRM

Live Training Sessions

ClickDimensions Training Sessions

ClickDimensions provides live training sessions hosted by Marketing Success Managers.

CD101: ClickDimensions Email Marketing Training

Audience

Our Email Marketing training sessions are for current customers or partners who will be using the ClickDimensions Email Marketing feature. The audience could include those who are creating Email Templates using the ClickDimensions editor, sending emails through ClickDimensions, and those who want to locate statistics from email blasts in Microsoft Dynamics CRM. All ClickDimensions customers and partners are able to sign up for this live training session.

Content

In this session we will cover the basic functionality of ClickDimensions Email Marketing. The following topics will be covered:

  • How to create an Email Template in CRM using ClickDimensions
  • How to send the Email Template to various recipients in CRM
  • Overview of Split Testing
  • Where to find the statistics regarding that email throughout CRM
  • How to use OutlookCast
  • High level overview of Subscription Management and Subscription Lists

Dates & Times

Below are the dates and times when the sessions will take place. Click on the date below to register for the training session. Once you have registered, you will receive a confirmation email with the information you will need to join the webinar.



CD201: ClickDimensions Web Analytics Training

Audience

Our Web Analytics training sessions are for current customers or partners who want to learn more about the ClickDimensions Web Analytics and Web Content features. The audience could include those who will be analyzing the information ClickDimensions gathers from your website via the tracking script, creating forms using the ClickDimensions Drag and Drop Form Builder, and creating ClickDimensions Surveys and Landing Pages. All ClickDimensions customers and partners are able to sign up for this live training session.

Content

In this session we will cover various elements of the ClickDimensions Web Analytics and Web Content features. The following topics will be covered:

  • ClickDimensions Web Analytics: The custom entities involved and how the web tracking works
  • How to create a form in Microsoft CRM using the ClickDimensions Drag and Drop Form Builder
  • High level overview of Surveys and Landing Pages

Dates & Times

Below are the dates and times when the sessions will take place. Click on the date below to register for the training session. Once you have registered, you will receive a confirmation email with the information you will need to join the webinar.



CD301: ClickDimensions Deployment and Configuration

Audience

The ClickDimensions Deployment and Configuration training sessions are designed for partners who want to deepen their knowledge of the ClickDimensions solution for marketing automation. The audience could include those who are responsible for selling, deploying, upgrading, or administering the ClickDimensions solution. This training course is a pre-requisite for those who plan on taking the ClickDimensions certification exam.

Content

In this session we will cover supported platforms and system requirements, registration, installation, initial configuration, administration, and common customer scenarios, as well as solution architecture and performance.

Dates & Times

Below are the dates and times when the sessions will take place. Click on the date below to register for the training session. Once your registration has been approved, you will receive a confirmation email with a link to the webinar and connection details.