[ Click Reviews ](https://www.g2.com/products/clickdimensions-click/reviews) [ Click Reviews ](https://www.g2.com/products/clickdimensions-click/reviews) # Click Features ##### ## Integration (4) Data Import & Export Tools Ability to input, modify and extract data from the application in bulk through a structured file. Integration APIs Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications. Breadth of Partner Applications To what extent are there partner applications readily available for integrating into this product? Partner applications typically provide complementary, best of breed functionality not offered natively in this product. Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Platform (26) Customization System provides sufficient customization to meet business requirements Workflow Capability Automates a process that requires a series of steps that typically require intervention by a several different users. Administrators can write rules to determine who and when a user needs to complete a step. Also includes notification of users when they need to take action. User, Role, and Access Management Grant access to select data, features, objects, etc. based on the users, user role, groups, etc. Internationalization Enables users to view and transact business with the same content in multiple languages and currencies. Sandbox / Test Environments Allows administrators to easily develop and test changes to the CRM deployment. After changes are made admins can easily migrate the changes into the "live" or "production" environment. Performance and Reliability Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond to an action they took. Output Document Generation Allows administrators to create templates that enable users to quickly generate dynamic documents in various formats based on the data stored in the application. Lead Generation Manage the process of attracting and converting business prospects into leads Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process List Management Manage contacts across multiple mailing lists Mobile Access Access software remotely via mobile devices Custom Tracking Domain Ability to define a custom domain from which emails are sent. Multiple Domains Able to send emails from multiple domains. Dedicated IP Ability to use a dedicated IP for deliverability. Documentation Availability and quality of documentation for API, code library, implementation, and set up. Sender Reputation Management Ability for the platform to manage individual domain reputations. That way, senders with good sending practices are not penalized based on the sending practices of others. Tracking & Reporting Tracks emails sent and delivery rates and compiles them into standard reports. Enterprise Scalability Provides features and infrastructure to allow scaling for large organizations. Performance and Reliability Emails are consistently received and software performs reliably. Workflow Management Create, design and manage workflows for repetitive tasks List Management Manage contacts across multiple mailing lists Template Management Create, save, and re-purpose templates for emails, forms, etc. Email Management Manage, store and organize emails within the system or via third-party apps Subscription Management Process of managing customer subscription lifecycle for a recurring service or a product Click Tracking Track the amount of clicks on individual products to measure campaign results Show More ##### ## Email Marketing (4) Building and Personalizing Emails Create and design emails with an editor; manage templates; personalize dynamically Sending Outbound Emails Create targeted lists, schedule and manage bulk email sending. Manage Email Deliverability Ensure inbox delivery. Includes opt-in management, bounce handling, unsubscribe processing, suppression lists, email preview, spam checking, link validation, and delivery monitoring. Automated Email Responses Set up automated nurturing emails based on events, online activities, and lead scores Show More ##### ## Online Marketing (8) Landing Pages and Forms Build customized landing pages and lead capture forms for specific marketing campaigns to maximize conversion and to capture the right qualifying information. Dynamic Content Dynamically customize emails, forms, and landing pages for specific segments of customers and prospects. A/B Testing Test alternate versions of emails, landing pages, and forms. Learn what works, maximize response rates, and increase conversion. Mobile Optimized Support mobile-optimized emails, online forms, and landing pages. Search Tracking and Optimization Track performance of keywords and links in major search engines. Measure search rankings and performance. Improve page-level SEO with tools to diagnose and improve page performance. Integrate with Google AdWords. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Multivariate Testing Create many versions of emails, forms, or actions and gauge which is most effective Customizable Forms Customize contracts and forms to collect specific information Show More ##### ## Lead Management (21) Marketing Lead Database A marketing lead database is the system of record for your most important marketing asset: your leads and contacts. Includes a view of all marketing interactions between each prospect and your company, including website visits, email clicks, scoring changes, and data updates/history. Data Quality Management Data quality consists of deduplication, cleansing, and appending your marketing database. Segmentation Segment your database and build list of target leads and contacts. Filter on demographic and company attributes (title, company size, location) as well as behavioral filters and CRM information. Lead Scoring and Grading Automatically qualify and score leads based on demographics as well as prospect online behaviors, including recency and frequency. Assign your own weights to determine lead scores for prioritization. Lead Nurturing Automate drip marketing campaigns that send relevant messages over time, based on prospect behaviors and pre-defined campaign steps. Email Tracking Track delivered, received, and opened emails Automated Alerts and Tasks Create tasks automatically and provide real-time sales alerts over email, RSS or mobile device. CRM Lead Integration Sync lead, contact, account, and opportunity information with your CRM system. Third-Party Integrations Set up connections to third-party platforms to improve business processes Real-Time Data Receive data and information in real time Social Marketing Manage campaigns and track engagement for marketing efforts across social media channels Email Marketing Create and send email blasts/campaigns Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads ROI Tracking Monitor conversion rates and analyze effectiveness and profitability of marketing efforts Activity Tracking Track and document all activities across devices, networks, and other systems Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Campaign Segmentation Search Marketing Track visibility and traffic from search engines SMS Marketing Send promotional campaigns or transactional messages via text messages Website Visitor Tracking Monitor activity of individuals who visit your website using cookies Show More ##### ## Campaign Management (7) Program Management Manage marketing campaigns and programs across multiple channels, including online ads, video campaigns, mobile, virtual events, and social media. Create and optimize program assets such as landing pages, emails, campaigns, and lists. Track program objectives, results, and costs to assess the program ROI. Event / Webinar Marketing Streamline the entire event process, including personalized invitations, registration, reminders, and post-event follow-up. Integrate with online meeting tools like WebEx, Adobe Connect, GoToWebinar. Calendaring Maintain a marketing calendar across multiple groups. Manage the calendar for the entire marketing department, from promotions to content to PR. Budgeting Manage all aspects of marketing investments, including assigning top-down budgets to various groups and divisions, planning marketing spending across programs, tracking open-to-spend, ensuring budget compliance, coordinating work-flows and permissions, and reconciling plans with actual invoices. Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Workflow Management Create, design and manage workflows for repetitive tasks Template Management Create, save, and re-purpose templates for emails, forms, etc. Show More ##### ## Social (7) Social Listening Monitor what leads and contacts say on sites such as Facebook, Twitter, YouTube, LinkedIn, blogs, and online communities. Incorporate into your lead and customer DB and use social insights to segment prospects. Trigger campaigns, and update lead scores. Social Sharing Add intelligent social share buttons to your campaigns and content. Track who is sharing your content and driving conversions. Social Campaigns Schedule automated posts to one or more social accounts; use or integrate with URL shortening services; and measure likes, comments, replies, and retweets. Social Media Engagement Social apps including polls, sweepstakes, and referral programs can enhance audience engagement. Include these on your website, landing pages, Facebook pages, and emails. Social Media Advertising Amplify brand and community stories; Reach customers by social profile and activity; Optimize social ad campaigns in real-time Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Multi-Campaign Manage multiple campaigns in one system Show More ##### ## Reporting & Analytics (11) Basic Reporting Access pre-built and custom reports and dashboards to measure leads by source/campaign/month, email performance, landing page performance, and web and social activity. Create report subscriptions that can automatically send updates to your team and executives. Web Analytics Track which pages prospects and customers visit and how often they come back. Capture the history in database for lead scoring and sales intelligence. Use anonymous company look-up to identify anonymous visitors. Send alerts to sales reps of which of their prospects and customers web activity. ROI Analytics Measure leads, prospects generated, pipeline, revenue, investment, and ROI by marketing channel or program. The result is that you can see which marketing investments are generating the greatest return and get visibility into how marketing budget should be allocated going forward. Revenue Analytics Analyze how leads flow through the funnel by measuring stage to stage conversion rates and velocity. Allocate pipeline and revenue credit among all the marketing activities that have successfully touched an opportunity as it moves through the pipeline. SEO / Keyword Analytics Monitor and track how you rank for relevant keywords on major search engines and compare your overall performance to competitors. Behavior Analytics Track and analyze user behavior within a system or network Real-Time Analytics Analyze and gain insights into data in real-time Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Sales Analytics Track in detail how users interact with your campaigns and pages (scrolling, button interactions, etc.) Show More ##### ## Social Management (11) Social Analytics Reports on the performance of social media posts and campaigns. Social Publishing Allows the creation, management, and scheduling of content to be shared across social media channels. Campaign Optimization Identifies trends in social media campaigns, such as optimal posting times, to improve performance. Multi-Account Management Manage and post content across multiple social media accounts and platforms simultaneously Social Ads Provides features for managing and optimizing paid advertisements across social channels. Campaign Planning Allows for categorizing or grouping individual posts to streamline social media marketing campaigns. Hashtag Capabilites Monitor hashtags, their trends, and analytics across all social media platforms Multi-Campaign Manage multiple campaigns in one system Customer Engagement Initiate interactions with customers by proactively starting conversations or providing informational content Automated Publishing Establish rules for automatic propagation of social media posts across one or more channels Real-Time Analytics Analyze and gain insights into data in real-time Show More ##### ## Administration (8) Template Creation Process for administrator to create personalized email templates from scratch or incorporate and leverage existing templates. Preset Template Availability Quantity and quality of preset email templates for administrators to construct their own emails. Custom Unsubscribe Able to customize the unsubscribe templates, handler, and tracking. Email Segmentation Able to segment transactional emails based on their purpose. Detailed Server Logs Detailed logs for tracking and debugging mail server activity. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Customer Segmentation Process of dividing customers into groups based on common characteristics Show More ##### ## Integrations (7) Webhooks Integrates webhooks into emails to signal email status (i.e. sent, bounced, opened, etc.) Event Tracking API API used to track the status of emails. Mail Send API API used to send emails (e.g. Web API, SMTP API) Spam Filter Testing Testing to ensure emails do not go to recipient's spam folder. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Show More ##### ## Marketing Operations (25) ROI Tracking Helps marketers measure return on investment (ROI) by analyzing campaign effectiveness against costs Data Collection Gathers data about the effectiveness, impact, and reach of marketing campaigns Customer Insights Collects and reports on data relating to customer journeys, preferences, and history Multi-User Access Allows multiple users access to a unified, transparent overview of analytics, dashboards, and campaign results Spend Management Includes features for budgeting, forecasting, and managing marketing investments White Label Offers a white labeling service for agencies or resellers to customize platform branding Multi-Channel Data Collection Collect information from multiple sources Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Keyword Tracking Track and monitor a specific set of keywords Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Campaign Tracking Track the performance of marketing campaigns across multiple channels. Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Tag Management Generate or append custom campaign parameters to URLs Real-Time Data Receive data and information in real time Activity Tracking Track and document all activities across devices, networks, and other systems Click Tracking Track the amount of clicks on individual products to measure campaign results Contact Management Manage, organize, and store contact information Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Lead Management Store information about leads or contacts and track, manage and nurture them throughout the sales process Email Management Manage, store and organize emails within the system or via third-party apps Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Channel Management Manage various distribution channels, build relations with channel partners, and track their performance Template Management Create, save, and re-purpose templates for emails, forms, etc. Workflow Management Create, design and manage workflows for repetitive tasks Show More ##### ## Campaign Activity (14) Campaign Insights Analyzes historical and current marketing campaigns to inform future strategy Reports and Dashboards Creates reports and dashboards to analyze results of campaigns Campaign Stickiness Identifies which marketing campaigns resolved in open or closed opportunities Multichannel Tracking Collects marketing campaign performance data across multiple channels Brand Optimization Provides opportunities for brands and businesses to fix or modify existing or future campaigns via feedback Predictive Analytics Uses artificial intelligence (AI) to predict campaign outcomes and suggest actions for optimization Multi-Campaign Manage multiple campaigns in one system Campaign Analytics Track and interpret campaign performance metrics Website Analytics Track and analyze information regarding website visitors Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) Drip Campaigns Send automated marketing emails based on user actions over a predetermined period Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Real-Time Analytics Analyze and gain insights into data in real-time Customizable Reports Alter the layout and content of reports Show More ##### ## Content & Collaboration (7) Content Calendar Enables users to visualize all scheduled social campaigns and content in a timeline or calendar. Content Library Allows users to upload and publish brand content from a shared library. Shared Inbox Collects all customer messages and inquiries from multiple social channels and delivers them to a unified inbox. Approval Workflows Automates the content approval process to ensure social posts are approved by managers or clients before publishing. Users and Permissions Allows administrators to assign permissions for different users or teams to access certain platform features. Content Creation Provides features for creating or editing social media assets. Image Library Store and manage images Show More ##### ## Survey Management (7) Survey Builder Enables users to create surveys through a simple drag-and-drop or WYSIWYG editor Customizable Questions Tailored or customizable questions for more targeted and relevant data collection Templates Offers pre-built templates for creating surveys with different audiences or use cases Survey Distribution Provides tools for distributing surveys through email, SMS, social media, etc. Mobile Survey Distribute a survey via mobile devices Site Intercept Survey Survey popup over a webpage to specific users based on their behavior Pulse Surveys Short, frequent surveys designed to quickly gauge the ongoing attitudes or feelings of a specific group Show More ##### ## Survey Customization (4) Question Branching Survey design technique that directs respondents to different questions based on their previous answers Branding Allows users to customize survey colors, logos, and URLs to match company branding Multimedia Support Ability to embed videos, photos, or other rich media Multilingual Surveys Allows for creation of surveys in different languages and advanced survey translation Show More ##### ## Survey Insights (9) Reporting & Analytics Provides tools to visualize and analyze data BI Tools Integration Allows integration with third -party reporting and business intelligence applications Data Exporting Allows users to export reports from the product into an .xsl, .csv, or .pdf file Permissions Allows administrators to set permissions on viewing, filtering, or sharing survey results Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Presentation Tools Share and present designs Data Analysis Tools Analyze survey results via statistical testing or crosstabs directly within the software Real-Time Data Receive data and information in real time Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data Show More ##### ## Agentic AI - Marketing Analytics (5) Autonomous Task Execution Capability to perform complex tasks without constant human input Cross-system Integration Works across multiple software systems or databases Proactive Assistance Anticipates needs and offers suggestions without prompting Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Agentic AI - Visitor Identification (3) Cross-system Integration Works across multiple software systems or databases Third-Party Integrations Set up connections to third-party platforms to improve business processes Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Show More ##### ## Agentic AI - Marketing Automation (7) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Campaign Planning Plan and strategize marketing campaigns Show More ##### ## Agentic AI - Social Media Management (9) Autonomous Task Execution Capability to perform complex tasks without constant human input Multi-step Planning Ability to break down and plan multi-step processes Cross-system Integration Works across multiple software systems or databases Adaptive Learning Improves performance based on feedback and experience Natural Language Interaction Engages in human-like conversation for task delegation Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Social Media Integration Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Show More ##### ## Agentic AI - Survey (4) Adaptive Learning Improves performance based on feedback and experience Proactive Assistance Anticipates needs and offers suggestions without prompting Decision Making Makes informed choices based on available data and objectives Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Show More ##### ## Additional Functionality (214) Social Promotion Market event via social media tools Customizable Branding Add customized logos and colors to align with company branding Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Live Chat Ability to chat online in real time Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Generative AI Use AI to generate content in the form of text, images, videos, etc. Mass Texting Send messages to multiple subscribers at the same time Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Email Templates Pre-made examples and templates for emails Automated Scheduling Automatically create schedules based on business needs or employee availability and qualifications Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Lead Capture Automatically identify and save contact information of potential customers Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Marketing Automation Automate workflows and trigger campaigns based on customer actions Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Marketing Calendar See past and upcoming campaigns and communications in a calendar view Customizable CTAs Create unique call-to-actions to drive clicks (buttons, banners, graphics, etc.) Multi-Channel Communication Allows communication with customers or users via multiple channels such as phone, email, live chat, etc. Data Import/Export Import and export data to and from software applications Lead Qualification Score a lead on their quality or likelihood to buy based on certain behaviors Customizable Reports Alter the layout and content of reports Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Customizable Branding Add customized logos and colors to align with company branding Social Advertising Create and manage advertising campaigns on social media networks Filtering Find & retrieve relevant data or documents Approval Process Control Manage the process of evaluating documents or requests submitted for approval Keyword Tracking Track and monitor a specific set of keywords Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Calendar Management Track and manage schedules and meetings via an integrated calendar Workflow Management Create, design and manage workflows for repetitive tasks Post Scheduling Schedules specific times for content to appear on social media platforms, blogs, websites etc. Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance API Application programming interface that allows for integration with other systems/databases Data Visualization Graphical representation of data Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Social Promotion Market event via social media tools @mentions An @mention is a way to tag or notify a specific person about a message/post Social Media Monitoring Track activity on sites such as Facebook, Twitter, Instagram, etc. Generative AI Use AI to generate content in the form of text, images, videos, etc. Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Collaboration Tools Provides a channel for team members to share media files, communicate, and work together Brand Tracking Monitor social media posts or web that mention a particular brand Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Commenting/Notes Leave comments and notes on documents for others to view Content Management Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving Template Management Create, save, and re-purpose templates for emails, forms, etc. Third-Party Integrations Set up connections to third-party platforms to improve business processes Customizable Branding Add customized logos and colors to align with company branding Email Monitoring Ability to oversee and optimize the operations of a mail server Generative AI Use AI to generate content in the form of text, images, videos, etc. Mobile Access Access software remotely via mobile devices WYSIWYG Editor What You See Is What You Get is a no-code tool that allows users to create and edit content using a visual interface Real-Time Data Receive data and information in real time Unsubscribe Database AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Geolocation Determines the location of a device using GPS or an IP address Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Simple Mail Transfer Protocol (SMTP) Internet standard communication protocol to transmit electronic mails Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Campaign Analytics Track and interpret campaign performance metrics SMS Messaging Send messages via SMS Customizable Forms Customize contracts and forms to collect specific information Autoresponders Create and automatically send premade copy in response to customer messages Email Marketing Create and send email blasts/campaigns Message Personalization Personalize text messages using templates and custom fields Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Dynamic Content Content that alters based on the user's behavior, preferences, and interests, providing a personalized experience Customizable Fields Customize data fields to support various needs and use cases Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Email Distribution Single Sign On Allow users to access multiple services after entering their login credentials once Phone Polling Survey or poll in which voice broadcast recipients can communicate responses via the phone Online Polling Survey or poll in which participants communicate responses via the internet, typically by completing a questionnaire on a web page Support Audio/Images/Video Allow media to be embedded in the question or answer options Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Question Library Pre-written repository of questions that can be reused within a course or for assessment or interviews Data Visualization Graphical representation of data Survey/Poll Management Create and administer polls and surveys Generative AI Use AI to generate content in the form of text, images, videos, etc. Word Clouds Visual representations of words that give greater prominence to words that appear more frequently Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Fields Customize data fields to support various needs and use cases Template Management Create, save, and re-purpose templates for emails, forms, etc. Email Management Manage, store and organize emails within the system or via third-party apps Interactive Content Allow the audience to interact or engage with the content Q&A Management Allow users to collaborate and ask questions regarding folders and/or documents within the system Surveys & Feedback Gauge satisfaction and receive information for improvement and success Activity Tracking Track and document all activities across devices, networks, and other systems Feedback Management Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service API Application programming interface that allows for integration with other systems/databases Data Cleansing Removes data that is incomplete, inaccurate, or irrelevant from a dataset Email Marketing Create and send email blasts/campaigns Data Security Protect sensitive data for digital privacy Anonymous Feedback Allow reviewers to provide anonymous feedback to encourage honest conversations URL Customization Modifying a website's URL to enhance readability, branding, or campaign alignment Question Piping Integration of respondents' answers from previous survey questions into subsequent questions or text Offline Response Collection Practice of collecting data and responses for market research/surveys without an internet connection Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities NPS Survey Structure Measuring and analyzing Net Promoter Scores to evaluate customer loyalty and satisfaction levels Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Data Import/Export Import and export data to and from software applications Response Validation Ensure the answer provided fits set parameters (numerical, positive number, etc.) Customer Segmentation Process of dividing customers into groups based on common characteristics Response Quotas Limit the number of participants with certain characteristics you want to complete the survey Multi-Language Manage and support multiple languages Sentiment Analysis Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral Email Reminders Reminders sent via email Gamification Games or game-like elements to track progress and reward accomplishments Randomization Randomize the displayed order of questions and answer options Event Marketing Plan marketing campaigns for events Social Promotion Market event via social media tools Multi-Channel Marketing Coordinate marketing efforts across channels (email, landing pages, social media, etc.) Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Import/Export Import and export data to and from software applications Lead Generation Manage the process of attracting and converting business prospects into leads Campaign Segmentation Group campaigns by project, client, or campaign for better management. Customizable Forms Customize contracts and forms to collect specific information Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Email Templates Pre-made examples and templates for emails Web Forms Web form that allows users to enter data that is sent and processed for different reasons Lead Capture Automatically identify and save contact information of potential customers Customizable Branding Add customized logos and colors to align with company branding Real-Time Reporting Active reporting of data and metrics Campaign Planning Plan and strategize marketing campaigns A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness CRM Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system Customer Segmentation Process of dividing customers into groups based on common characteristics Campaign Scheduling Set campaign schedules by selecting start, pause, and end dates Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Autoresponders Create and automatically send premade copy in response to customer messages Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Event Triggered Actions Predefined actions automatically performed on the occurance of specific events Email Marketing Create and send email blasts/campaigns API Application programming interface that allows for integration with other systems/databases Customizable Fields Customize data fields to support various needs and use cases Contact Database Centralized database of stakeholders and their contact information such as names, address, phone number etc. Data Visualization Graphical representation of data Ad hoc Reporting Generate one-off reports that meet information requirements Performance Metrics A set of indicators that tracks the performance of networks, applications, systems, teams, etc. Data Source Connectors Connect to big data sources Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Multi-Channel Attribution A set of rules that assigns credit for sales and revenue to touchpoints across the customer journey Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels KPI Monitoring Tracking the status of previously identified performance measurements Cohort Analysis Analytics that breaks the data in a data set into related groups/categories. Conversion Rate Optimization Improving user journey to boost the percentage of visitors who take a desired action (sign-ups or purchases) SEO Management Optimize and manage the search engine optimization efforts for a website or digital content Drag & Drop Assemble applications and processes by dragging over and arranging pre-built components Visual Analytics Interact with data visualization elements, such as charts and graphs, to drill down into data API Application programming interface that allows for integration with other systems/databases Surveys & Feedback Gauge satisfaction and receive information for improvement and success Data Import/Export Import and export data to and from software applications Reporting & Statistics Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Real-Time Reporting Active reporting of data and metrics Customizable Templates Pre-designed layouts that can be customized to match preferences and requirements Real-Time Data Receive data and information in real time A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Screen Activity Recording Capture what is happening on a computer screen Site Search Tracking Trend Analysis Review data from past periods to reveal recurring tendencies and predict future performance Visitor Tracking Track visitors and purpose of visits Customer Segmentation Process of dividing customers into groups based on common characteristics Engagement Tracking Tracks metrics that provide insight into how a user interacts with any interface or product Activity Tracking Track and document all activities across devices, networks, and other systems Sales Trend Analysis Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. Funnel Analysis Method of analysis that visualizes the series of events that lead towards a defined goal. Widgets An extended application or connector that enables users to perform additional services with their current set of tools Alerts/Escalation System alerts about the need to escalate an issue or request Real-Time Analytics Analyze and gain insights into data in real-time Heatmaps A visual display that uses a color spectrum to show how visitors interact with areas of a web page Search/Filter Search and filter data across systems to locate required information by entering keywords or certain criteria Conversion Tracking Measure return on ad spend by tracking the actions people take such as sign up or download after engaging with ads Reporting/Analytics View and track pertinent metrics to find patterns and gain insights from data Referral Tracking Log and store the source of contacts/leads Real-Time Monitoring Active monitoring of systems, applications, or networks Generative AI Use AI to generate content in the form of text, images, videos, etc. Data Visualization Graphical representation of data Behavior Tracking Track visitors'/audience's responses across web pages and other optimized content Keyword Tracking Track and monitor a specific set of keywords Pageview Tracking Customizable Reports Alter the layout and content of reports Charting Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc. Visualization Graphical representation of data or processes Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Real-Time Notifications Notifications that are delivered to users as soon as an event occurs Access Controls/Permissions Define levels of authorization for access to specific files or systems Time on Site Tracking Track the amount of time users spend on websites Web Traffic Reporting Collect and analyze traffic data about website visitors Monitoring Observe and track the demand, usage, progress or quality of a system, product, or user Tagging Attach digital tags to documents and assets for identification, search, or monitoring purposes Dashboard Creation Creation and customization of dashboards Campaign Management Create a collection of marketing actions to complete specific goals and plan and analyze campaign results Campaign Analytics Track and interpret campaign performance metrics Customizable Branding Add customized logos and colors to align with company branding Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges User Interaction Tracking Monitor user activity through engagement methods AI Copilot A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users Customer Journey Mapping Visualize and analyze customer experience across all touchpoints and channels Goal Setting/Tracking Establish measurable goals and objectives and track their progress over a specific period of time Multiple Site Management Website Analytics Track and analyze information regarding website visitors Show More ## Top-Rated Alternatives [ ![Act-On](https://images.g2crowd.com/uploads/product/image/large_detail/large_detail_3a9b023e28464647fa13b8f367a5f12c/act-on%282%29.png "Act-On") Act-On 4.1/5(1,071) ](https://www.g2.com/products/act-on/reviews) [ ![HubSpot Marketing Hub](https://images.g2crowd.com/uploads/product/hd_favicon/4197737e447f044e17be1a5ebb4ba193/hubspot-marketing-hub.svg "HubSpot Marketing Hub") HubSpot Marketing Hub 4.4/5(14,921) ](https://www.g2.com/products/hubspot-marketing-hub/reviews) [ ![Dotdigital](https://images.g2crowd.com/uploads/product/hd_favicon/2885a17bfed3aea5feb1bb9f11865a7a/dotdigital.svg "Dotdigital") Dotdigital 4.4/5(1,237) ](https://www.g2.com/products/dotdigital/reviews) [ View All Alternatives ](https://www.g2.com/products/clickdimensions-click/competitors/alternatives) ## Technology Glossary Features View full feature definition View definitions of the features and discover new technology terms. [View Glossary](/glossary) [Social Engagement](/glossary/social-engagement) Social engagement is the level of interaction people or brands have with online communities, helping build relationships, trust, and audience loyalty. [Webhooks](/glossary/webhooks-definition) What are webhooks and why are they useful? Our G2 guide can help you understand webhooks and their use cases. [Program Management](/glossary/program-management) Program management is a crucial part of all organizations. Learn more about program management, how it differs from project management, the responsibilities of a program manager, and more. [Dedicated IP](/glossary/dedicated-ip-definition) What is dedicated IP and how does it help organizations? Our G2 guide can help you understand dedicated IP and the benefits it offers. [Content Libraries](/glossary/content-libraries-definition) Content libraries are a huge digital asset in a company’s content creation process. Learn more about content libraries and how they benefit marketing strategies. [Email Segmentation](/glossary/email-segmentation-definition) Email segmentation is the process of segregating a contact database to create email segments with shared and similar characteristics. Learn more about email segmentation, best practices, and how email marketers can perform email segmentation. 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