Creating ClickDimensions email sends | enCloud9

Email Marketing part 2 – Sending ClickDimensions Emails

May 27, 2025 | By Kristin Caniglia | Category: ClickDimensions, Email Marketing

This is Part 2 of our 3-part series on mastering email marketing in ClickDimensions – updated for 2025. If you haven’t already, start with Part 1: Creating ClickDimensions Email Templates, where we walk through designing your email with the new Email Designer. ClickDimensions has evolved—so have best practices for email marketing in Dynamics 365. Whether you’re launching your first campaign or refining your process, this guide walks you through how to send emails using the most up-to-date features in ClickDimensions. In this blog, we cover sending ClickDimensions emails.

Step 1: Create Your ClickDimensions Email Send

Navigate to Email Marketing > Email Sends and click + New.

  • Select the template you created in Part 1
  • Set your Subject, Preheader, and From Name/Address
  • Choose an Email Type: Marketing or Transactional (important for compliance)
  • Assign a Category to better organize and report on your sends

Choose your Marketing List(s) as recipients. You can also add Suppression Lists to exclude specific contacts, like those who’ve unsubscribed or opted out.

Step 2: Test Before Sending your email

Before sending ClickDimensions emails, you should always run a pre-send validation:

  • Confirm that your selected template has passed all error checks (e.g., broken personalization, missing content). This is done during the template creation process. See Part 1 for details.
  • Be sure your template has passed spam testing during creation. You can run this in the template editor before selecting it for sending. Read more in Part 1.
  • Send a Test Email to yourself or colleagues to review on desktop, mobile, and dark mode

 

When sending ClickDimensions emails,make sure your subject line, preheader, and dynamic content render properly across all devices.

Step 3: Send or Schedule your email

You have two flexible options when sending ClickDimensions emails:

  • Send Now to immediately distribute your email
  • Schedule it for later by selecting a specific date and time

Use this feature to align your sends with campaign timelines, time zones, or team approvals.

Step 4: Monitor Results

After your email is sent, dive into performance metrics using the built-in analytics dashboard or your connected Power BI reports.

Track:

  • Opens and clicks
  • Bounces and unsubscribes
  • Heatmaps to see which parts of your email are most engaging

These insights help guide your next send and improve long-term strategy.

Real life example:

Here’s a real-life example from one of our recent sends—our June 2025 Dynamics 365 Newsletter. From this, we know that out of 1,620 emails sent, we achieved a 39.38% open rate and 13.89% click rate, with zero unsubscribes. These insights help us refine our strategy for future campaigns.

Best Practices for sending ClickDimensions emails in 2025

  • Always include a text-only version for accessibility
  • Use UTM tracking for campaign attribution in Google Analytics
  • Segment and personalize based on Category and list filters
  • Set up A/B tests to optimize subject lines and content
  • Ensure domain authentication with SPF, DKIM, and DMARC
  • Leverage the Marketing Calendar to manage timing and avoid overlap

enCloud9: Your ClickDimensions Experts

Whether you’re just getting started or want to take your marketing automation to the next level, enCloud9 can help you make the most of ClickDimensions. From template creation to campaign automation and reporting, our team of experts ensures that your emails not only look great—but perform even better.

Let us know your marketing goals, and we’ll help you build a solution tailored to your needs.

enCloud9’s Dynamics 365 Marketing Services include everything from campaign automation setup and lead nurturing workflows to ClickDimensions integration, email strategy, and performance tracking. We help you streamline your marketing processes, personalize communication, and generate more qualified leads—directly within your CRM.

🔗 If you’re ready to take your email marketing to the next level, explore our Dynamics 365 Marketing Services to see how enCloud9 can help you build smarter campaigns with ClickDimensions.

📚 Related Resources from enCloud9

Want to go further with ClickDimensions? Here are a few more expert-written resources to help you: