Monthly Archives: February 2015

Click Dimensions Email Sends: Don’t Panic

Just a reminder, but when you are using the Email Send functionality of Click Dimensions, the sending is not always instantaneous.

Within Dynamics CRM, you will see the email move from a Draft status to a Sent status, and when you first look at the record, you will see something like this:

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Notice how the Deliveries and Send On fields are blank?  That is because the Click Dimensions email processing system has not actually processed your email.  The system is fairly quick, but there are sometimes delays depending on usage.

So remember this: Don’t panic.  It will get sent.

Don’t do like I did a couple of weeks ago where I panicked, thought something went wrong, and sent another email to a group of my customers. This caused me extra work and my customers to get two of the same email.

Just something to keep in mind.

Remove Old Click Dimensions System Jobs

Click Dimensions uses a variety of workflows to accomplish tasks behind the scenes and depending on your usage, you can build up quite a history of completed workflows, which are stored in the System Jobs entity.

Removing unnecessary data from your System Jobs table will make your overall Dynamics CRM system run better.

We can create a bulk delete job to remove the old workflow history. Here’s how:

 

The Process

1. Navigate to Settings, Data Management.

2. Select Bulk Record Deletion

3. On the toolbar, click the New button, to display the Bulk Deletion Wizard.

4. Create the following query:

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The key points here are:

  • Find any jobs that were started on a date over a month old
  • Where the name of the system job contains ClickDimensions
  • And the type is Workflow

Note: Make sure ClickDimensions is one word.

5. Click the Next button.

6 Complete the recurrence properties:

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The key points here are:

  • Run the job in off hours
  • Repeat the job on a frequent basis. 7 days is the minimum.
  • Receiving an email when the job completes is optional, but a nice feature

7. Click the Next button.

8. Click the Submit button to save your bulk delete job.

 

And that is it. It will run on the frequency you specified and remove the old Click Dimensions workflows.

 

Next Steps

If you would like additional Administration tips and tricks, check out my 21 Squared: Administration (OnPremise) self-paced training course.

Click Dimensions QwikTip: Posted Forms-How many of what?

I use Marketing Lists as my primary driver for my communications efforts and most of my marketing efforts, whether it be emails or blog posts, end up asking people to fill out a form that adds them to a marketing list in some fashion.

That process quickly gives me a list of who is interested in what topic.

But what if I have several campaigns that all feed into the same Marketing List. THEN it gets a little confusing about how they came to be in the list.

That is where the Click Dimensions Posted Forms entity comes into play.

There will be a record for each form completed by a Lead, or Contact, as you can see below:

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All you have to do is sort by the form name, and you’ll get a list of all of your form submissions.

It’s a simple thing, but very handy.