Please join us in welcoming Palmer Wallace to the team as a Digital Learning Specialist. Palmer is a local-yocal in a land of transplants (i.e. he’s from Atlanta). He has a bachelor’s degree in mass communication/broadcast from Georgia College as well as a minor in business communications. Prior to ClickDimensions, Palmer worked in freelance video production …

ClickDimensions welcomes Palmer Wallace Read More »

Our customer team often works with clients who want to send an email containing information dynamically pulled from the recipients’ lead, contact, or account’s child records. Specifically, the customer wants to pull information from multiple child records of the same entity type into the email. While it is a common request, this is actually pretty …

Making Child Record Data Accessible to Dynamic Content Read More »

The following post is printed with permission from one of our Certified Professionals, Terri Stephan. Terri can be contacted at tstephan@ecuityedge.com IMPORTANT NOTE: This solution relies heavily on the use of complex CRM workflows to increment and clear email counts.  For large marketing campaigns involving tens of thousands of emails, CRM performance can be adversely …

Guest Post: Implementing Daily, Weekly and Monthly Email Limits Read More »