Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

Create Web Content: Go to settings>>ClickDimensions>>Web Content>>New Enter an appropriate name, select the type of your web content, Lookup your domain; Under ‘Create new visitor as’ select Lead or contact, if required. Following types of web content can be created: Form (current scenario) Survey Subscription Landing Page In ‘Auto response email’ select a clickdimensions email … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 2)

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Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)

I am a beginner for ClickDimensions related work. Recently at a client, I was asked for a web form design and its integration with their website; that’s when I started using ClickDimesnions. Following post will take you through, configuration & set up of ClickDimensions along with some tweaks in MS CRM: Products Used: MS CRM … Continue reading Configuring a ClickDimension web form and creating cases in MS CRM on web form submission (Part 1)