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Category: ClickDimensions

ClickDimensions Release Notes – All-In-One Edition

Posted in Dynamics 365, ClickDimensions, and Power Platform

ClickDimensions has a monthly release cycle with a yearly major release. Surely you can imagine that most of the customers don’t prefer the automatic update and of course nobody makes manually updates on a regular basis.
The result of this combination is that I get often the question from customers: “What has changed since our last update?”.

The release notes of ClickDimensions are public available as single articles, starting from Feb 2018 – v9. These article contain the changes for each single version.

ClickDimensions Release Notes

Therefore, I started my own document that combines these releases notes articles, and I want to share it with you.

Features of my ClickDimensions Release Notes All-In-One Edition

Or in other words: “Benefits of bringing them in all together in an Excel file.”

  • Filter by date (EU release) or ClickDimensions version
  • Filter by ClickDimensions feature (Campaingautomation, Email, Analytics, etc.)
  • Filter by type (new features, improvements, changes and fixes)
  • Filter by update type (instant update or solution update required)
  • Search for a defect number
  • Versions that are not supported anymore are greyed out

Limit ClickDimensions star rating

Posted in ClickDimensions, Dynamics 365, and Power Platform

The ClickDimensions star rating has by default 10 options .

Here is how you can limit the star rating options only with CSS if you don’t need all options.

Limit star rating

Limit all star ratings in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have to limit the options all star ratings.

:root {
  --number-of-stars: 3;
}

#clickdimensionsForm div[id^='stars-wrapper'] {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}

Limit a single star rating in a survey

Paste the following in the code editor of the survey and customize the number of stars you want to have and use the ID of the desired star rating to limit the options.

:root {
  --number-of-stars: 3;
}

#stars-wrapper-f_f6e0ec97b339e911a838000d3ab0d281 {
  max-width: calc(207px - (191px - (var(--number-of-stars) * 16px)))
}
Find ID to limit star rating
The ID of a survey question will change if you do not transport them with the ClickDimensions Export/Import

Display the plain text version of an email on Windows

Posted in ClickDimensions, Dynamics 365, Dynamics 365 Marketing, and Power Platform

Today I had the challenge to display the plain text version of an email on a Windows device. I gave the Outlook setting “Read all standard mail in plain text” in the Trust Center a try, but it only removes the images and formatting from the the HTML version of the email.

Finally I found in the internet that Thunderbird is able to show the text version of a mailing.
Here is the way to switch the view.

plain text version of an email

And this is of course also helpful for plain text emails with Dynamics 365 Marketing.

ClickDimensions Quick Send from any entity

Posted in ClickDimensions, Dynamics 365, and Power Platform

Last year I had a customer requirement to start a ClickDimensions Quick Send on a custom entity. By default, QuickSend is only available on lead, contact and opportunity. ClickDimensions has already an article on how creating a Quick Send like dialog to send a single email from any entity, but dialogs are deprecated. Therefore I made a deep dive into how the Quick Send button works and will share my findings with you.

The button

I will only focus on the command, I think button labels and button icons should be no problem for customizers.

Rebuild the command and use your own javascript in yellow marked areas.

The javascript

The following is just to give you a starting point. You need to fill it with additional logic to refer it to a contact or lead.

function openQuickSendForm() 
{
   // [CUSTOMIZE
   var type = 2;
   var typeName = "contact";
   var id = "{332514B1-14F7-E711-A95F-000D3AB6ED20}";
   // CUSTOMIZE]

   var accountKey = getAccountKey();
   var region = getRegion();
   var crmVersion = getCrmVersion();
   var orglcid = parent.Xrm.Page.context.getOrgLcid();
   var orgName = Xrm.Page.context.getOrgUniqueName();
   var lcid = Xrm.Page.context.getUserLcid();
   var userId = Xrm.Page.context.getUserId();

   var params = 
      '&id=' + id + 
      '&orglcid=' + orglcid + 
      '&orgname=' + orgName + 
      '&type=' + type + 
      '&typename=' + typeName + 
      '&userlcid=' + lcid + 
      '&userid=' + userId;
   
   var url = 
      'https://app' + region + '.clickdimensions.com' +
	  '/MSCRM/v' + crmVersion + '/pages/quicksendemailtemplateForm.aspx' 
	  + '?accountKey=' + accountKey + params;
   
   _security.CreateSecuritySession(function (sessionId) 
   {
      url += '&sessionId=' + sessionId;
      window.open(
	     url, 
		 'quicksendWindow', 
		 'height=800px,width=730px,status=0,toolbar=0,resizable=1,scrollbars=1'
      );
   });
}

Mask query strings

Posted in ClickDimensions, Dynamics 365, Dynamics 365 Marketing, and Power Platform

Email marketing tools automatic add query strings at the end of urls of your hyperlinks. That’s a common way to pass additional informations to the target website inside of hyperlinks. Mostly these are informations about which channel the visitor came and to which campaign the visit is related to.

Issue

The target website should validate the passed query strings and ignore them if it don’t know what to do with. But sometimes you a have target website that crash painfully with a 404 error.

Solution – Mask query strings

Instead of trying to fix the targets understanding of the query strings, you can mask the query strings when you create the hyperlink in your email marketing tool.
Just put the anchor identifier “#” at the end your link url. By that way the recipients web browser interprets the query string as an anchor within the target website. As there is no anchor text with that name on the target website, it has no effect. That’s in the specification of HTML since version 4.01 from 1999 – yes that was is in the last century.

You see how important it is to test your mailing with real recipients.