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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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N/A
Unavailable

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

YouTube

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

(1-3 of 3)
Companies can't remove reviews or game the system. Here's why
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.
  • We experienced data loss on multiple occasions from forms on our website, which impacted webinar attendance and possibly other communications we may not be aware of.
  • Email statistics were not reliable, and these are the foundation of marketing.
Email & Online Marketing (8)
65%
6.5
WYSIWYG email editor
70%
7.0
Dynamic content
70%
7.0
Ability to test dynamic content
80%
8.0
Landing pages
50%
5.0
A/B testing
80%
8.0
Mobile optimization
70%
7.0
Email deliverability reporting
30%
3.0
Triggered drip sequences
70%
7.0
Lead Management (3)
36.666666666666664%
3.7
Lead nurturing automation
30%
3.0
Lead scoring and grading
50%
5.0
Data quality management
30%
3.0
Campaign Management
N/A
N/A
Social Media Marketing (2)
55%
5.5
Social sharing and campaigns
80%
8.0
Social profile integration
30%
3.0
Reporting & Analytics
N/A
N/A
Platform & Infrastructure (2)
80%
8.0
Customizability
70%
7.0
Integration with Microsoft Dynamics CRM
90%
9.0
We selected ClickDimensions because it integrates with Dynamics 365. We previously used iContact, Survey Monkey, Outlook functionality, and Google Analytics. We went back to all of these after severing ties with ClickDimensions for our company. We continue to support ClickDimensions for some of our clients. We have created a comparison of 15+ email mass marketing tools and will be using this to select our next product.
Yes
It came with the package. The training videos onsite are pretty good. They have a blog and you can find answers there, but they rarely clean out old articles and so you have to be careful that you choose the latest articles or you may get a wrong answer. They have certifications available so you can do a deeper dive. The University icon is available from Campaign Automations which is convenient. But regular support is dismal. It is email support, but if you push you can set up a phone call or WebEx support session.
You submit a ticket and they will always come back asking for more information. So the next time you try to be proactive and add that information to the original ticket, but then they come back and ask for something else. It gets to the point where you have to believe it is a stall tactic. You ask for more detail into their processes and you get the runaround. 9 times out of ten they will point the finger at Dynamics 365 as the culprit. It is like pulling teeth to get to Tier 2 support and then the questions start all over again, even if you send screenshots.
Yes
We worked with higher tier support for over a year to get their Email Statistics accurate and complete. Last we heard there were some defects created but we never heard if they were ever resolved. We learned to take their statistics with a grain of salt. When you run reports and compare them to Google Analytics nothing will match.
  • Email Editor.
  • Forms Editor.
Yes, but I don't use it
I want to stay neutral. It's not that this product doesn't have appealing features or capabilities, it's that they aren't consistent and stable. So you lose data or your data is not accurate. Or some connection fails and the workflow doesn't trigger as it is supposed to, or the visits or clicks or other metrics contain bad data one month, then the next they're back to normal. This company needs to focus on getting their core product right and not on new features.
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.
  • Clickdimensions has allowed us to email our list of 100,000+ contacts regularly.
Email & Online Marketing (9)
28.88888888888889%
2.9
WYSIWYG email editor
40%
4.0
Dynamic content
20%
2.0
Ability to test dynamic content
10%
1.0
Landing pages
20%
2.0
A/B testing
50%
5.0
Mobile optimization
50%
5.0
Email deliverability reporting
40%
4.0
List management
10%
1.0
Triggered drip sequences
20%
2.0
Lead Management (4)
27.5%
2.8
Lead nurturing automation
20%
2.0
Lead scoring and grading
30%
3.0
Data quality management
30%
3.0
Automated sales alerts and tasks
30%
3.0
Campaign Management (1)
60%
6.0
Event/webinar marketing
60%
6.0
Social Media Marketing
N/A
N/A
Reporting & Analytics (3)
33.333333333333336%
3.3
Dashboards
30%
3.0
Standard reports
40%
4.0
Custom reports
30%
3.0
Platform & Infrastructure (3)
60%
6.0
Role-based workflow & approvals
50%
5.0
Customizability
50%
5.0
Integration with Microsoft Dynamics CRM
80%
8.0
Clickdimensions is severely impeded by its integration into Dynamics CRM. Consequently it lacks the Intuitiveness of HubSpot, and the straightforward usability of MailChimp. It is a perfect system if you want to exist entirely within Dynamics, but it requires a high degree of expertise in Dynamics to get maximum value out of it. We're currently migrating to HubSpot, and while the initial integration is proving challenging, I already sense we will be able to deliver a lot more of our marketing goals much more easily, and see an ROI.
  • Once templates are setup, building and sending an email is really straightforward
  • Creating segments using marketing lists in Clickdimensions and Dynamics is a real pain in the bum.
  • Importing data into the system is very cumbersome and buggy.
Clickdimensions has some very usable features such as form builder and email editor. However, the intergation with Dynamics makes it hard to achieve anything with this system at speed, and really leverage the value.
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.
  • Tracking Email Engagement by customer is much easier. Real Time Stats/Email Engagement Report already built in.
  • Lead scoring helps develop more qualified leads.
Email & Online Marketing (9)
81.11111111111111%
8.1
WYSIWYG email editor
90%
9.0
Dynamic content
100%
10.0
Ability to test dynamic content
100%
10.0
Landing pages
80%
8.0
A/B testing
80%
8.0
Mobile optimization
90%
9.0
Email deliverability reporting
80%
8.0
List management
30%
3.0
Triggered drip sequences
80%
8.0
Lead Management (3)
86.66666666666666%
8.7
Lead nurturing automation
70%
7.0
Lead scoring and grading
90%
9.0
Automated sales alerts and tasks
100%
10.0
Campaign Management (2)
75%
7.5
Calendaring
80%
8.0
Event/webinar marketing
70%
7.0
Social Media Marketing
N/A
N/A
Reporting & Analytics (3)
76.66666666666667%
7.7
Dashboards
70%
7.0
Standard reports
90%
9.0
Custom reports
70%
7.0
Platform & Infrastructure (2)
90%
9.0
API
80%
8.0
Integration with Microsoft Dynamics CRM
100%
10.0
Evaluated Salesforce, Marketo, Hubspot. Selected ClickDimensions for cost and integration with Microsoft Dynamics.
  • Email Templates
  • Landing Pages
  • Forms
  • Survey
Yes
ClickDimensions uses a 3 column approach to designing surveys or forms in a mobile interface. It is easy to clone a survey or form template and then put all of that data it into the first column to create a mobile optimized version. All email templates are already mobile optimized when you design them.
Easy to use! Although we are still using Microsoft Dynamics CRM 2011, the interface is still extremely usable and functions without flaw.
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