How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

ClickDimensions is built right inside of Microsoft Dynamics 365, which means it gives you the ability to email existing contacts and accounts inside of your CRM, but really – it’s a lot more than that.

ClickDimensions is a full-service marketing automation platform focused on the Dynamics environment that offers features like:

  • Email Marketing
  • Event Management
  • Social Marketing
  • Campaign Automation
  • SMS Messaging
  • Reporting
  • Form Capture
  • Surveys
  • Landing Pages
  • Training and Support
  • Web Intelligence
  • Lead Scoring

ClickDimensions is fully native, fully supported, and fully committed to Microsoft Dynamics. This is a benefit to Microsoft Dynamics users as you never have to worry about ClickDimensions’ focus going elsewhere.


When you first open up Microsoft Dynamics 365, you see “My Campaigns.”

It is important to use the Microsoft Dynamics campaign functionality since ClickDimensions is tied into CRM, which means you’ll be able to see the ClickDimensions data at an individual level, at a Dynamics campaign level, and at an organizational level.

Campaigns are one central location for you to tie all of your marketing activities back to a specific marketing initiative.

If you were launching a new product, for example, and sending emails related to this product, created a new form for it, created a survey in relation to it, and so on, all of these marketing activities can be associated with a ­campaign so that you can see how each of these activities is working in relation to your launch.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365


As you can see, there are many related activities that will help you in Campaigns, which will help you ensure a successful product launch.

In the planning area, you also have a Marketing Calendar, which helps you stay organized as a marketer.

It shows you all of your current marketing activities.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

If you click on an individual date, you can see everything that you have scheduled for that specific day.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

One of the great things about ClickDimensions is that you can create Dynamics dashboards based on the data you have in ClickDimensions.

There are also Intelligent Dashboards offered as an add-on (additional fees required).


Where a lot of the ClickDimensions functionality comes from is the messaging tab.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

Messaging is where you will create an email template, send an email, create a social post, send an SMS, and so on.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

When you jump into Messaging, to create a New Email Send, the first thing you will want to do is select an Editor Type.

There are a variety of different editors that ClickDimensions offers. The “New Drag and Drop” type is the most popular according to ClickDimensions Specialists. Templates created with this editor render well across various email clients, and are generally very mobile-friendly. This is the best starting point for most clients – with the exclusion of those who may want to use HTML coding exclusively. Note: you can use HTML sections in the new drag and drop editor, but if you have more advanced needs, like Custom CSS you’ll need to use a different editor type.

Once you’ve selected the editor type, scroll down, and start filling out your fields. First, add your subject. Then, select who the email is coming from.

This is a beneficial feature if you are sending an email on behalf of someone, like your CEO.

If you don’t want your CEO to have to receive or reply to all of these messages, you can still make it look like it’s coming from them, but assign someone else to manage incoming replies. One thing to keep in mind is that auto-responders, like ‘out of office’ notifications typically use the ‘From’ address, so if you don’t want those to fill up your inbox, you may want to consider using an unmonitored email account as the sender.

For this example, marketing will manage the reply emails.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

This functionality is available whenever you are creating an email using ClickDimensions.

Once you decide who the email is coming from, what editor you’re using, and have filled out all of the other relevant fields, you can save your email.

After you save, you will have the option to open your editor tool.


How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

Before you start playing with the editor tool, if you want to send this to a marketing list you have in Microsoft Dynamics, go to Recipients, and click “Add Existing Marketing Lists.”

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

You can also add multiple marketing lists – ClickDimensions will automatically de-duplicate these by email address, so each person will only get one email even if they’re on more than one list. You can also apply a marketing list as a ‘suppression list’ which will supersede any recipient list(s). If an email address exists in a suppression list, that email address will not receive the outgoing email.

ClickDimensions has several basic layouts for you to start with when using “New Drag and Drop.”

However, if you’ve created a template, you can use your own. We often help clients create a master template that includes all of the major sections (1-column, 2-column, 3-column, etc.) so they can see all of their styles in one place. This can be cloned or defined as a template, but often is used as a reference point for what is called ‘saved sections’ within the tool that can be dragged out into any email during creation.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

To add an image, for example, simply drag and drop the “Image” icon (top, right) to whatever Empty Column you’d like it to appear in. Then, click on the icon once you’ve placed it, and locate the image you want in your system or upload a new one to it.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

Click “ok” once you have the image you want selected.

You can add different personalization strings in Microsoft Dynamics to help your messages resonate with audiences better.

You may select any field related to the contact, lead (or entity related to contact or lead) in Microsoft Dynamics to add to your emails, like first name, last name, company name, etc.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

You have all of your standard formatting options, but something that is especially helpful to marketers is defining conditional sections so that only people who meet your criteria see certain parts of the email.

This may be helpful if you are targeting contacts in two different locations, like Chicago and Atlanta. For example, you may want to include location-specific details, so that a person attending in Atlanta will see the Atlanta event details.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

Before you send the email, you probably want to see what it looks like.


Before you test and preview your email, click save.

Then, click “Preview” under “Test & Preview.”

This will let you see what the email will look like in different email clients. It may take a long time to load. You can see what it looks like in iOS vs. Android, Chrome vs. Firefox, etc.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

Perhaps one of the most useful tools is the SPAM filter, which will help you make sure your email is ready-to-go and won’t miss the inboxes you’re targeting.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

If your email does not pass one of the filters, the system will tell you and provide insights into how you can improve your spam score for that particular filter.


Once you’ve previewed it and confirmed that it has passed your SPAM test, you can send your email and see how it’s doing via the ClickDimensions Email Statistics feature.

Navigate to the Email Send, then click “Email Statistics.” Note: ClickDimensions also includes a “Sent Email” record, which represents a single message sent to a single recipient. The “Email Send” records house (and report on) all of the individual sent emails for a particular email blast.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

It will show you many different things, like your open-rate, click-rate, unsubscribes, bounced emails, where your contacts are opening the email, the conversions from your email to your website, the links people are clicking on within your email, and more.

How to Use ClickDimensions Email Campaigns with Microsoft Dynamics 365

You can even drill down into the email statistics for each individual recipient under “Recipients.”

You can also measure the success of Split Tests (A/B Tests) in ClickDimensions.

CRMUG Answers


As you can see, there are a lot of possibilities with Email Campaigns in ClickDimensions.

But, that’s not all the technology is capable of!

Discover its true potential when you watch the full demo on-demand.

Watch the Full ClickDimensions Demo

If you would like a personal demo of the software or have questions about marketing automation technology like ClickDimensions, reach out to our team.

We are excited to help you on your business journey!

Contact Us Today

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