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Email Marketing

Envelope icon representing email

Email Marketing for Dynamics 365

ClickDimensions’ built-in email marketing capability provides an intuitive experience that allows users to create and send bulk HTML emails with all send, open, click, and bounce data reported at the mailing (aggregate) as well as individual recipient level.

Easy-to-use editors make creating an email simple for anyone.

Looks & Feels Like Dynamics

ClickDimensions is native in Microsoft CRM, meaning that once you have it installed, it will feel just like working with you familiar D365 system.

It works seamlessly with your client contact records calling or creating marketing lists from your existing data.

Feed back into your records with updated data from contacts who fill out digital capture forms or surveys online, at shows or at networking events.

Screen grab of example of campaign automation in ClickDimensions

Drag and Drop, Freestyle and HTML editors

Creating an email with ClickDimensions is easy. Our Drag-and-Drop editor is a simple, wizard-driven way to create an email with no HTML involved. Select a layout from a list of choices, easily add and style text and links, and see the changes happen in real time.

For users that want more control, our flexible Freestyle editor has a WYSIWYG view and the optional ability to edit the HTML. Our Custom HTML editor is perfect for the advanced user who wants 100% control over the HTML code.

screen grab of ClickDimensions email editor drag and drop 2

Advanced Editing Features

Locking Blocks
Users with locking permission will be able to “lock” individual blocks, preventing the content blocks from being edited by anyone who does not have the privilege to lock blocks.

Creative Image Editors
The advanced image editor allows you to modify images in a number of helpful and creative ways. Similar to Instagram, you can apply filters, frames and other effects to your images.

Screen grab of ClickDimensions image editor

Email quickly without building a template

If you want to broadcast a marketing email quickly without building a template, then simplify your life with our InboxCast feature.

Simply create your email using Microsoft Outlook, Gmail or any other email application, then go to your CRM marketing list and click on our InboxCast icon.

ClickDimensions will give you an InboxCast email address representing your marketing list. Send your email to the InboxCast email address, and your message will be delivered to everyone on the marketing list.

Screen grab of ClickDimensions email message

Split (A/B) testing

Split testing allows marketers to test two versions of their email with varying templates, content, subject lines, and/or “from” name or email address. The two versions are referred to as the A version and the B version.

With ClickDimensions, you can determine what percentage of the recipients should receive the A and B versions, and decide whether a winning version is chosen automatically by our system or manually.

The winning email version, A or B, is then sent to the remainder of the recipients. Split testing results are available after the send to see which option performed better.

Screen grab of ClickDimensions email split testing

Connect email marketing with social media

ClickDimensions helps you bring together email marketing and social media.

With social sharing, you can allow your email recipients to share your emails on their social profiles and see which recipients shared the email on which networks.

Social linking allows you to easily connect your organisation's social profiles to your email marketing messages so recipients can quickly find you on popular social platforms.

Screen grab of ClickDimensions social sharing

Client Control Over Subscriptions

If you manage more than one mailing list, you are familiar with the hassle of managing unsubscribes.

Ideally you’d like to give your recipients the option of staying on some of your lists, even after they’ve opted out of others, so you can keep marketing activity going with them.

This is where ClickDimensions’ subscription lists come in handy. Instead of having one simple unsubscribe page where the recipient unsubscribes from all your email lists, the recipient is presented with multiple subscription lists so they can decide to remain on one or more lists as they desire.

Screen grab of subscription preferences in ClickDimensions

Preview Your Email for Other Platforms

Want to know what your email will look like to your recipients before you send it?

ClickDimensions’ inbox preview feature lets you test any email and see how it will appear in a variety of desktop and mobile email clients including Outlook, iPhone, iPad, Android, Gmail and more.

Screen grab of ClickDimensions inbox preview

Dynamic content: The Personal Touch

Need to make the content of your email different for different recipients?

Perhaps you want a single newsletter to publish in multiple languages. Or, maybe you want to show one graphic for people over 30 and another for people under 30.

With advanced dynamic content feature, you can do all this and more with ClickDimensions.

Screen grab of ClickDimensions email editor