We’ve implemented Click (formerly ClickDimensions) for enough businesses to know there’s a pattern. Most people start using it for the obvious things like sending email campaigns, capturing leads through web forms, maybe tracking website visits. That’s all great, and those core features work brilliantly.
However, there are five very powerful Click features that often get overlooked during initial training, but quickly become absolute favourites once people discover them. If you’re already using Click, you might want to double-check whether you’re missing out. And if you’re considering Click for your Dynamics 365 setup, these capabilities might just tip the scales.
1. Email Split Testing (A/B Testing That Actually Works)
Here’s something most people don’t realise: Click has proper split testing built in for email campaigns. Not the complicated, technical kind that requires a degree to understand but the practical, useful kind that helps you figure out what actually works with your audience.
- Test different subject lines
- Test different email content
- Even test different sender names.
Click automatically sends each version to a portion of your list, waits to see which performs better, then sends the winning version to everyone else. It’s straightforward, it works, and it takes about thirty seconds to set up.
This takes the guesswork out of what subject line will get opened. Your clever, creative subject line might get half the opens of something more straightforward. Or vice versa. The only real way to know is to test, and Click makes that easy enough to do regularly rather than treating it as a special project.
In our experience, clients who start split testing their emails see noticeable improvements in open rates within a few campaigns. Not revolutionary changes, but consistent 10-20% improvements that add up over time. For the minimal effort involved, it’s probably the best return on investment of any feature in the platform. It’s a winner in our eyes.
2. Automated Survey Triggers for Customer Service and Sales Teams
Click’s survey tool is well-known, and we’ve written about it before. But here’s the clever bit that often gets missed: you can trigger automated actions based on how someone responds to a survey.
Picture this scenario: you send a customer satisfaction survey after someone completes a purchase or project. Most people give positive feedback, but there’s one person who rates their experience as poor. With Click, you can automatically create a task for your customer service manager the moment that negative response comes in and action it accordingly.
This also works for any kind of survey response. Say someone indicates they’re interested in a particular product in a research survey. You can automatically assign them to the relevant salesperson. What about someone who says they’re planning to renew their contract. You can create a reminder for the account manager to follow up at the right time.
The beauty of this feature is that it closes the loop between gathering feedback and actually doing something about it. Too often, survey responses sit in a report somewhere while opportunities or problems go unaddressed. With Click’s automation, the right person knows about it immediately and can act while it matters.
You can learn more about building effective customer surveys to pair with this automation capability.
3. Event Management Connectors (Especially for Microsoft Teams Events)
If you run webinars, online events, or even just regular client meetings, this feature is incredibly useful.
Click connects directly with platforms like Microsoft Teams Events, Zoom, and GoToWebinar. So, when someone registers for your event through a Click form, they automatically get registered in the event platform and receive the joining details.
More importantly, attendance data flows back into Dynamics 365 automatically. Letting you know exactly who attended, how long they stayed, and can trigger follow-up campaigns based on that information. Think of the time you will save by not manually cross-referencing registration lists with attendance reports.
For Dynamics 365 users, the Microsoft Teams Events integration is particularly smooth since it’s all within the Microsoft ecosystem. You can create the event, manage registrations, send reminder emails, track attendance, and follow up with attendees, all without leaving Dynamics 365.
In our experience, the administrative overhead of running online events can be surprisingly heavy, especially when you’re doing them regularly. Anything that automates the boring bits means more time for making the actual event valuable.
Microsoft has detailed guidance on creating engaging virtual events that pairs well with Click’s automation.
4. Lead Scoring Based on Actual Behaviour (Not Just Demographics)
Lead scoring sounds complicated and very “enterprise,” but Click makes it surprisingly straightforward. You assign lead score points for different actions, for example when someone visits your pricing page might be worth more points than visiting your blog. Maybe opening three emails in a row might indicate genuine interest or downloading a product guide is a strong signal. Those points add up.
What makes Click’s approach useful is that it’s all visible right in the contact record in Dynamics 365. Your sales team doesn’t need to run reports or understand a complex scoring system, they can just see a score that indicates how engaged someone is.
Trigger automated actions: But here’s the clever bit that gets overlooked: you can trigger automated actions based on score thresholds. When someone crosses a certain score, you can automatically assign them to a salesperson, or move them into a more intensive nurture campaign, or flag them as sales-ready in your pipeline.
This is particularly valuable for businesses with longer sales cycles where prospects might engage over weeks or months before they’re ready to buy. Lead scoring helps you identify the moment someone shifts from “just browsing” to “actively considering,” which is exactly when your sales team should be reaching out.
Start simple: Our top tip is don’t try to build the perfect scoring system from day one. Pick five or six meaningful actions, assign reasonable points, and refine as you learn what actually correlates with closed deals. Click makes it easy to adjust your scoring rules as you go.
We’ve written a short guide to lead scoring that helps explain the principles, which you can then implement using Click’s tools.
5. Form Pre-Population for Known Contacts
This one may seem small but is mighty when it comes to the user experience. When someone who’s already in your Dynamics 365 database visits a Click form on your website, the form can automatically pre-fill with their information, their name, email, company, whatever you already know about them.
This is magic from the visitor’s perspective as they click say a “Download Guide” button expecting to fill in a tedious form, and instead most of it is already completed. They just confirm it’s correct and click submit. It’s faster for them and reduces form abandonment significantly.
From your perspective, it’s also valuable because it keeps your data clean. People aren’t creating duplicate records by typing their name slightly differently each time. Click recognises them and updates their existing record instead.
This feature works because Click operates within Dynamics 365’s environment, so it already has access to your contact database without any complex integration. It’s one of those capabilities that demonstrates why native integration matters as it would be much harder to achieve this smoothly with a separate, integrated system.
Caveat: make sure you’re compliant with data privacy regulations in your region. Pre-populating forms is generally fine, but it’s worth understanding the GDPR implications if you’re dealing with EU visitors.
Why These Features Matter for Dynamics 365 Users
So, what ties all these features together is that they work seamlessly within Dynamics 365.
- The split test results appear in your campaign records.
- Survey responses update contact fields immediately.
- Event attendance shows up in the timeline.
- Lead scores are visible to your sales team without special reports.
- Form submissions create or update records in real-time.
The integration is why these features are more useful in Click than they might be in a standalone marketing platform. You’re not managing separate tools with external data silos hoping everything synchronises correctly and all your data stays within the Dynamics 365 system. This means powerful insights from a single source of truth, leading to powerful actions without the frustrations of disconnected information.
In our experience, businesses get the most value from Click when they move beyond the obvious features and start exploring these kinds of capabilities. They’re not flashy or complicated, but they solve real problems and save valuable time.
Getting Started with Click marketing software
Click users: If you’re already using Click, it’s worth spending an hour or two exploring these features to see which ones might be useful for your specific situation. Most of them take minutes to set up but can make a noticeable difference to how efficiently your marketing and sales teams work together.
New to Click: If you’re evaluating Click for your Dynamics 365 environment, these are the kinds of features worth asking about in demos. They demonstrate the platform’s depth and show how it can grow with your needs rather than just handling basic email campaigns.
The honest truth: The bottom line is that all marketing automation platforms roughly do similar things. What differentiates them is how easy those things are to actually use, and whether they integrate smoothly with how your team already works. For Dynamics 365 users, Click’s native integration combined with these practical, well-designed features makes it a powerful tool rather, than just another system to manage.
Want to explore whether Click’s features would work for your specific marketing needs? We’re happy to walk through real examples from your business and show you what’s possible. Simply contact us.
About Rocket CRM
Rocket CRM is a Microsoft Dynamics 365, and a platinum Click accredited partner, helping small to medium-sized businesses and charities harness the power of scalable CRM technology. Our mission is to make powerful CRM software simple with custom-built, user-focused solutions.
Website: rocketcrm.co.uk
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