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EncartaLabs

ClickDimensions Fundamentals

( Duration: 2 Days )

ClickDimensions is a marketing automation solution program that runs along Microsoft Dynamics to help users worldwide achieve more with their marketing. This ClickDimensions Fundamentals training course focuses on the usage of the main features within Dynamics 365 and ClickDimensions in order to create personalized, visually appealing marketing emails to facilitate your business needs.

The ClickDimensions Fundamentals workshop is ideal for:

  • Businesses who want to expand and widen their market. ClickDimensions can help generate leads by allowing for a seamless communication between a business and their market.

COURSE AGENDA

1

Introduction to ClickDimensions/CRM

  • Why ClickDimensions
  • Application Navigation and UI
  • Basic CRM Record Types
  • Search tools
2

Email Recipient Management

  • Marketing List Overview
  • Introduction to CASL Compliance
  • Subscription List Overview
3

Campaign Management

  • Marketing Campaign Overview
  • Using CRM activities in a marketing campaign
4

Email Templates/ Email Editors

  • Email Template Overview
  • Spam Considerations
  • Introduction to the New Drag and Drop editor
  • Introduction to the Drag and Drop editor
  • Introduction to the Freestyle editor
  • Introduction to the Block editor
  • Introduction to the Custom HTML editor
5

Email Sends

  • Email Send Overview
  • Editing an email template in an email send
  • Adding recipients to an email send
  • Testing and Executing email send
  • Scheduling and Cancelling an email send
6

Split Test (AB Testing)

  • Email Split Test Overview
  • QuickSend Overview
  • InboxCast Email Overview
7

Email Statistics

  • Email Statistics: Sent Emails
  • Email Statistics: Email Events
  • Email Send Statistics Graphs
  • Email Send Statistics Report
  • Email Statistics: Social Shares
8

Settings

  • Lead/contact scoring
  • Export and Import ClickDimensions records
  • Security Roles
  • ClickDimensions Updates

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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