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ClickDimensions

ClickDimensions

Overview

What is ClickDimensions?

ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.

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Recent Reviews

TrustRadius Insights

Users have found ClickDimensions to be a versatile tool for various marketing automation needs. It has been utilized for a wide range of …
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Popular Features

View all 26 features
  • Dynamic content (10)
    4.0
    40%
  • A/B testing (10)
    3.7
    37%
  • Landing pages (10)
    1.7
    17%
  • Ability to test dynamic content (10)
    1.4
    14%
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Pricing

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What is ClickDimensions?

ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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What is Keap?

Keap is a small business-focused, comprehensive sales and marketing platform which combines basic contact management, CRM, marketing automation, and e-commerce capabilities into a single, subscription-based SaaS product.

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Product Demos

ClickDimensions - Intelligent Dashboard Demo

YouTube

ACE's ClickDimensions Webinar

YouTube

How ClickDimensions can help Marketers with GDPR

YouTube

ClickDimensions Intelligent Dashboards Demo

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ClickDimensions Landing Page Demo

YouTube

ClickDimensions Demo 1 26 2021

YouTube
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Features

Email & Online Marketing

Using software to manage lists, send emails, automate email campaigns, and track results.

3.9
Avg 7.7

Lead Management

The process of tracking and managing prospective customers from lead generation to conversion.

4.7
Avg 7.7

Campaign Management

Users can schedule campaigns and/or events with reminders, announcements, etc.

2.5
Avg 7.6

Social Media Marketing

Using social media networks to help amplify marketing endeavors.

5.5
Avg 7.5

Reporting & Analytics

Users can report on and analyze usage, performance, ROI, and/or other metrics of success.

2.6
Avg 7.5

Platform & Infrastructure

Features related to platform-wide settings and structure, such as permissions, languages, integrations, customizations, etc.

4.4
Avg 7.6
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Product Details

What is ClickDimensions?

ClickDimensions is a marketing solution for Microsoft Dynamics, made exclusively for and natively built within Dynamics CRM. ClickDimensions combines multi-channel marketing automation technology, a marketing dashboard for deeper insights into marketing results and revenue impact, and a full range of marketing services designed to ensure success for marketers at organizations that use Dynamics 365.

ClickDimensions Screenshots

Screenshot of Create email templates inside Dynamics CRM with our drag and drop email editorScreenshot of Collect contact and lead data through web forms and landing pagesScreenshot of Build multi-channel, automated campaigns using an easy drag and drop interfaceScreenshot of View your marketing performance at a glance right inside DynamicsScreenshot of Use reporting to accurately measure your sales and marketing campaigns

ClickDimensions Technical Details

Operating SystemsUnspecified
Mobile ApplicationNo

Frequently Asked Questions

ClickDimensions is an email marketing and marketing automation platform for Microsoft Dynamics CRM. Features include email marketing, web tracking, lead scoring, social discovery, campaign tracking, and form capture.

Adobe Marketo Engage, Act-On Software, and HubSpot Marketing Hub are common alternatives for ClickDimensions.

Reviewers rate Social sharing and campaigns highest, with a score of 8.

The most common users of ClickDimensions are from Small Businesses (1-50 employees).
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Comparisons

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Reviews and Ratings

(35)

Community Insights

TrustRadius Insights are summaries of user sentiment data from TrustRadius reviews and, when necessary, 3rd-party data sources. Have feedback on this content? Let us know!

Users have found ClickDimensions to be a versatile tool for various marketing automation needs. It has been utilized for a wide range of purposes, including email marketing, surveys, landing pages, forms, campaign automation, and lead qualification. External marketing campaigns have benefitted from ClickDimensions' seamless integration with Dynamics 365, allowing for smooth information sharing between the two platforms through workflows. Additionally, the software has proven valuable for internal communication in industries like construction, enabling users to conduct employee surveys and distribute safety bulletins.

ClickDimensions has become a go-to solution for email marketing activities. Users have leveraged its capabilities to send emails to marketing lists, measure effectiveness through metrics tracking, and efficiently capture contact information from website forms. Moreover, ClickDimensions is now being used to analyze website traffic and page views, providing actionable insights into user behavior. As the primary marketing automation platform, it offers automated workflows, email campaigns, and streamlined landing page creation. Both Marketing and Sales teams have embraced this software to collect and analyze user data for personalized marketing and sales initiatives. In many cases, ClickDimensions has become the central hub for the marketing department's activities, facilitating tasks like newsletters and email blasts. Clients who integrate ClickDimensions with their Microsoft Dynamics CRM environments have also benefited from enhanced CRM solutions and consulting services. Furthermore, some users have leveraged ClickDimensions for programmatic communications, event management, and light automation use cases. Overall, this software has proven itself as a valuable tool in tailoring future communications based on user interests and reaching out to prospective students via personalized email campaigns and lead nurturing strategies.

User-Friendly Platform: Users have found ClickDimensions to be a user-friendly platform that allows for the development of landing pages, email sends, forms, and surveys without the need for HTML knowledge. Many reviewers mentioned that it can be used with or without code knowledge, making it a convenient interface to work in.

Seamless Integration with Outlook and Dynamics CRM: Several users appreciated the seamless integration of ClickDimensions with Outlook and Microsoft Dynamics CRM Versions 2011-Current. They found it easy to pull information from the CRM system as ClickDimensions fully integrates with Dynamics CRM.

Robust Email Editor Options: The email editor options provided by ClickDimensions have been highly praised by users. They find it straightforward to design and send emails, thanks to features like the ability to use HTML and Free Form. Additionally, users appreciate the email statistics and campaign reporting features offered by ClickDimensions.

Limited Integration with Other Systems: Some users have mentioned that the product only integrates with Microsoft Dynamics, which limits its compatibility with other systems.

Inadequate Support: Several reviewers have expressed dissatisfaction with the support provided by the company. They have stated that Tier 1 support was inadequately trained and other tiers were inadequately staffed.

Lack of Stability and Consistency: A number of users have found that the product is not stable and consistent in terms of its maturity. They have experienced issues such as certain aspects reverting back to initial deployment state after upgrading, slow performance when there is a lot going on, and clunky and buggy data import processes.

Based on user feedback, there are three key recommendations for ClickDimensions:

  1. Assess Business Requirements: It is recommended to understand the business requirements before starting the software discovery process. Users suggest conducting a full analysis of ClickDimensions, Hubspot, and Marketo to determine which software best meets their needs.

  2. Compare Other Solutions: Users advise looking into other options and comparing them with ClickDimensions. They believe that the software still has room for improvement and that comparing it to alternatives, such as Constant Contact, can provide better overall value in terms of email campaign tools.

  3. Consider Integration and Functionality: Users recommend considering ClickDimensions for fully integrated marketing automation that links with Microsoft CRM. However, they caution against solely relying on its integration with Dynamics 365 and suggest exploring other platforms if more advanced functionality is required.

In summary, users emphasize the importance of assessing business requirements, comparing alternatives, and considering integration and functionality when deciding whether to use ClickDimensions.

Attribute Ratings

Reviews

(1-10 of 10)
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Score 2 out of 10
Vetted Review
Verified User
The marketing department uses ClickDimensions to reach prospective students via email. We use bulk emails to provide prospective students with information about events such as open days. Campaign Automations are used to nurture leads with drip campaigns. It takes some work out of our hands that would otherwise have to be done manually.
  • The integration with Dynamics CRM is a pro.
  • Overall functionality is fine for most basic things.
  • [I feel that] support is abysmal.
  • Hardly any new features or improvements.
  • Longstanding issues take ages to fix.
If you wish to use something that by default integrates with Dynamics CRM, ClickDimensions is one of your options. It will suit most of your basic needs.

If you want to do more advanced things, you may need to look at another solution. Also [in my experience], support has been abysmal, so try not to require it...
Score 2 out of 10
Vetted Review
Verified User
Incentivized
We used it primarily as an email marketing system. Some programmatic communications for events. Very light automation use. We used the forms and surveys at times, form captures, and web content (pages) for subscription preferences.
  • Posting email activity to a customer record in Dynamics
  • Using marketing lists from Dynamics
  • Creating lists based on customer email behaviour was technically possible, but in practise nearly impossible
  • Managing customer preferences and subscriptions felt extremely convoluted
  • Interfaces generally not intuitive
  • Reporting was not in the class of competitors
  • Deliverability - seems like in onboarding basic things weren't checked off. We really needed a platform expert to implement.
In theory, its connection to Dynamics, and the customisations you can make, are a big benefit. In practice, for a company that is not enterprise level and does not have many subject matter experts working on it, the platform was painful, and the staff time/development/consulting overhead too high. The day to day difficulties outweighed the benefits.
For example, emails can essentially only be personalised with information from a Dynamics customer record. So you need to add lots of additional temporary information to your core CRM record, or come up with convoluted solutions for a common email marketing use case.
February 12, 2020

Basic - But Not Stable

Score 1 out of 10
Vetted Review
Verified User
We used the mass email marketing, event participations and webinar surveys, forms and landing pages, and campaign automation. It is very convenient to have this integrated with Dynamics 365 and we wrote many workflows to further share information between the two. We also used the script on our website to track visits and page views.
  • Integration with Dynamics 365.
  • Email editor options, including HTML and Free Form.
  • Support - Tier 1 is inadequately trained, and other tiers are inadequately staffed.
  • Product maturity - The product is not stable and consistent.
If you have basic marketing needs this product may work well for you. However, we do not recommend that you choose this product based on the integration with Dynamics 365 as the statistics, the performance, the stability, and consistency will negate the benefits of integration. It performs basic functions and provides many features but other software that performs the same functions is cheaper, especially when you experience intermittent data loss.
Score 6 out of 10
Vetted Review
Verified User
Incentivized
We use ClickDimensions to send and track email campaigns and event emails, as well as to create and use forms to track usage and click rates. We like being able to see what people click and then tailor future communications based on their interests. The insights are very valuable to us and help establish better relationships.
  • Email design
  • Email send
  • Campaign automation
  • Analysis
  • Analytics
  • Overall ease of use
  • Integration with WordPress
  • Better support
We have Microsoft Dynamics 365 on-prem and it integrates very well with this. It's nice to have it tied to our CRM so we can easily create marketing lists, as well as suppress contacts from said lists in the event that they unsubscribe. It's great for blasting a database of contacts and then tracking what those contacts do after the fact.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
ClickDimensions will soon be deprecated within our organization due to the fact that we have found a marketing automation solution that better fits our needs and integrates with other products. While it's great for Microsoft Dynamics 365/CRM users, solely, if you're using more channels, it's not as thorough or compatible, so to say.
  • Connects with Microsoft Dynamics
  • Multi-channel integration
  • User-friendliness
  • Relevance to modern marketplace
ClickDimensions is well-suited for those using Microsoft Dynamics 365/CRM environments. Even if you are using Dynamics, I would advise you to conduct thorough business analyses before deciding on something to be assured it's the right one for you. Things aren't black and white in the world of technology. Change is the only constant, much like in life. Evolution is inevitable. You need something that'll grow with your business and business plans. ClickDimensions isn't fitting the bill lately, in my opinion. It's not a bad solution, but a subjective criticism.
September 25, 2017

ClickDimensions Review

Evelyn Menguita | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
ClickDimensions is currently being used by both our Marketing and Sales teams. It allows us to see, collect and analyze all sorts of user data for our marketing and sales activities, then take the appropriate action(s) based on the data collected. The integration between ClickDimensions and Microsoft Dynamics CRM is pretty seamless.
  • Excellent email statistics and campaign reporting
  • Easy to implement lead scoring and collecting of data
  • Easy to use web forms, email templates and surveys
  • Accessible training and support help when needed
  • Implementation of new features could be rolled out more effectively, fewer errors (ex: campaign automations)
When you need a seamless integration between your CRM and Marketing Automation tools, ClickDimensions is a great solution.
Neville Wiles | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
I used ClickDimensions as our main marketing automation platform. I lead the marketing team and ClickDimensions helped us with automated workflows, email campaigns, creating landing pages and more.
  • The nurture campaign builder was great. Easy to use and to follow along with.
  • The drop and drag editor was easy to use and you could start using it with no training.
  • I always like when a service offers a certification for their product. ClickDimensions training was easy to follow, gave good content/tips/tricks and really helped me learn the platform.
  • I used ClickDimensions within Dynamics. That is really it's only downfall, Microsoft Dynamics, some of the areas of ClickDimensions are in different areas of and sometimes hard to remember where to find. If you are familiar and like Dynamics and its top ribbon, then ClickDimensions will be great for you.
ClickDimensions works great as an email nurture automation platform.
Chris Thorne | TrustRadius Reviewer
Score 3 out of 10
Vetted Review
Verified User
Incentivized
Clickdimensions is used primarily as an email marketing tool by our company, allowing us to send emails to marketing lists and measure their effectiveness. We also use it to gather contact information from forms on our website. More recently we've started to use the data on website traffic and page views. It is used primarily by central marketing, although product marketing is responsible for generating email content. Clickdimensions was implemented to allow us to do email marketing directly from Microsoft Dynamics CRM.
  • Easy to pull information from Dynamics CRM, as it's fully integrated.
  • Straightforward email marketing tools.
  • Form builder is easy to use, and pushes captured information straight into Dynamics.
  • Intergration with Dynamics CRM actually turns out to be a disadvantage, as the system is constrained heavily in its utility by how Dynamics runs. For example, creating marketing lists for segmentation is particularly arduous if Contacts and Lead entities are in use.
  • Clickdimensions relies on Dynamics business processes to run automation events, which means if there's a lot going on then it can snarl up the CRM server significantly.
  • Getting data imported into CRM and Clickdimensions is extremely clunky - when it doesn't fail entirely, it is often buggy.
  • Drag and drop email editor is not great, often introducing undesired stylings due to cut and pasting.
  • The real power in this system is being able to monitor key metrics, such as email clicks or page views. However, all of these have to be set up manually in Dynamics to truly leverage the system. And to act on these metrics requires business processes in CRM, as only email clicks and form submissions can be used as triggers from within CRM.
Clickdimensions would be suitable for low throughput email blasts to non-segmented lists from Microsoft Dynamics CRM. Its automation is limited and segmentation is really hard in Dynamics, making it unsuitable for complex nurture campaigns or marketing following behaviour based triggers.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
ClickDimensions is centrally used by the marketing department at our company. They primarily use the Email Marketing features for newsletters, email blasts, etc. Our company also provides consulting services - including CRM solutions - so we have multiple clients that have implemented the technology to integrate with their Microsoft Dynamics CRM environments.
  • Email Sends.
  • Nurture Campaigns.
  • Web Tracking.
  • Integration with CRM is not flawless.
  • All data cannot migrate to other environments.
  • Technical support response time.
ClickDimensions is well suited for companies of all sizes that need to reach an audience of all sizes. It would be less appropriate for companies that do not have firm marketing initiatives.
Emily Olson | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
Our organization uses ClickDimensions for marketing automation, email marketing (A/B split testing, email sends, campaign responses, engagement, etc.), surveys, landing pages, forms, campaign automation, and lead qualification. We use it specifically in the Marketing Department for these reasons however, we have used it to survey employees as well as a weekly communication & test for our safety bulletin because we work in the construction industry.
  • Developing Landing Pages, Email Sends, Forms, and Surveys without HTML Knowledge. It can be used with code knowledge or without making it a super easy interface to work in.
  • Integrates flawlessly with Outlook and Microsoft Dynamics CRM Versions 2011-Current.
  • ClickDimensions offers a free certification for deployment in a 3 class, online webinar & test. Great way to learn Microsoft CRM capabilities and the software itself.
  • Survey functionality is not as robust as other platforms such as Qualtrics.
  • When upgrading, certain aspects of Microsoft Dynamics can revert back to initial deployment state.
  • Only integrates with Microsoft Dynamics.
ClickDimensions is great for SMB companies looking for an easy to use, robust platform especially in situations where there are only a few people within the Marketing Department.
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