Monthly Archives: October 2014

1 Event Follow-up using Click Dimensions Event Registration Data

In our previous article, Click Dimensions: Use webinar data to create marketing lists, we discussed how to create marketing lists based on the registrants for GoTo Webinar webinars.

Today, let’s take that a step further and discuss how we would use those marketing lists to follow with both attendees and registrants (those who did not attend).

 

Create an Attendees Marketing List

Using a variation of the advanced find we created in the previous article, we are going to create a new marketing list that consists only of people who actually attended the webinar.

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This query has an additional clause on the Registration Status field. This is what is used to denote the final outcome of a webinar registrant and has the following values:

  • Registered
  • Attended
  • Missed

In this instance, we are going to select Attended, to represent people who actually attended the webinar.

The using the steps outline in the first article, create your marketing list.

This will be used to send a follow-up ‘thank you for attending’ email.

 

Registered but Did Not Attend Marketing List

We will then modify the advanced find above and change the Registration Status from Attended to Missed.

This will allow us to capture people who signed up for the webinar, but who did not attend.

A different type of follow-up email can be sent to that type of person. We still need to perform a follow-up, but the message will be slightly different.

 

Conclusion

Between these two articles, I’ve shown you how to create three different types of Marketing Lists that can assist you reaching out to people either before or after a webinar.

These small little tricks can save you tons of manual effort should you hold multiple webinars each year.

4 Click Dimensions Survey Tip of the Day: Email Field

Surveys are a great feature of Click Dimensions because it allows you to collect information directly from a person, then have that information recorded and attached to a Lead or Contact within Dynamics CRM.

And I truly love anything that automates my life.

I learned something interesting while creating a survey for my Becoming a Dynamics CRM Architect class: There is a built-in field for email – and you need to use that field.

 

Survey Basics

Surveys are actually two components:

1. Questions.

2. A Survey Web Content

First you create all of your survey questions, then add them to your survey using the Click Dimensions survey designer.

 

Creating a Survey

The Survey Designer is pretty simple to use since it is really just drag and drop and if you have spent any time with the Dynamics CRM Form Designer, you should be right at home.

Here is the list of questions that exist within my survey question library:

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These are a combination of text fields, drop-down lists, and checkboxes.

Notice that I created an Email field? Well, that was a mistake, and it was a mistake because of this:

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Notice that there is a built-in Survey Component called Email

Well, at first, I did not, which is why I created my own.

 

The Issue

I turns out that the Survey process uses the Email Survey Component to locate and identify the person filling out the survey.

If you use your own field, like I did, it has no way of knowing who the person is.

This problem can be identified by the survey process either NOT creating a new contact or lead, for a new person, or associating the survey with an existing contact or lead.

 

Once I dug into it a little and realized my mistake, I was able to replace the field on the form, and everything works as it is supposed to.

Keep that in mind the next time you create a survey.