Notifications
Announcements
No record found.
Hi,
We have recently started using click dimensions and wondering if there is a way where we can show click dimension emails as one of the Activity type on an activity grid of contact or lead records like highlighted below showing different Email Events of Click Dimensions:
Hi, I don't think so as it's not an Activity Type Entity however you could display them on a subgrid on a Contact record.
Regards
Paul
Hi Paul,
Thanks for your reply.
Thats what i have done but was thinking just in case if i could create a new activity type and somehow being able to fetch data from Click dimensions and display.
I guess you could create a custom activity entity and copy the values across on create but that would double your storage issue and CD can hog that enough as it is, I mean you could delete the original CD one but it's not the best solution.
REgards
Thinking about this again, I sent out a Click Dimension email to a client and now i want to show it on the Client record under the Activity grid as a Click dimension Activity type similar to emails phone calls being displayed.
If i create a new new Activity Entity say CD- Emails... how can i populate or create this new activity entity CD-Email, on a successful sent event of Click dimension email.
Thanks,
PS
Create a background workflow on succesful send of CD email that creates your new activity record and set the regarding field to the CD email.
Under review
Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.
As AI tools become more common, we’re introducing a Responsible AI Use…
We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…
These are the community rock stars!
Stay up to date on forum activity by subscribing.
Tom_Gioielli 170 Super User 2025 Season 2
#ManoVerse 70
Jimmy Passeti 50 Most Valuable Professional
