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  1. Click's CRM
  2. Marketing Automation
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  5. Tips and Tricks

Tips and Tricks

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  • Send a Recurring Automated Email to Contacts
  • Use a Workflow to Deactivate Contacts or Accounts that have Hard Bounced
  • See Which Contacts or Accounts Never Open Your Emails
  • Adding a Personal View in Power Platform
  • Linking Forms, Surveys, and Subscription Pages
  • CSS Examples for Styling Forms, Surveys, and Subscription Pages
  • Pre-populate a form with data from the recipient's parent account
  • Track Links to Files and External Websites
  • Track Clicks on Links from Outlook Emails
  • Track Clicks from Regular Emails, DMs, Etc.
  • Add an Outside Anchor Link to an Email
  • Add an Outlook Calendar Event to an Email Template
  • Add a User Photo to an Email Dynamically using a Photo URL Field
  • Creating automated and personalized birthday emails
  • Unlock a Marketing List
  • Building Marketing Lists Based on Marketing Automation Activity
  • Email Accessibility and Click

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