*If you are NOT familiar with CRM customization, we suggest contacting your CRM partner to do this for you. If you are comfortable making these changes, here is how you can do this:
First, go to Settings > Customizations > Customize System.
This will bring up your default solution.
You will need to click Entities > Contact > Form. We are going to do the contact entity for this example, but you can follow this same process for the lead entity.
First thing you need to do is get the external URL for your nurture programs that will be used for the iframe. You will need to go to the ClickDimensions contact form to access this.
Next, double click the nurture program navigation button on the lower right hand side.
When the “Navigation Link Properties” window pops up, you will need to copy the whole external URL and store it in Notepad for later use.
Once you have the URL, go back to the active forms view and access the form you need to customize. Select the form you are using to view your contacts in your CRM. If you are not sure which one this is, please contact your CRM admin.
Select the section and column you would like to add the iframe to, or you can add it to its own section by clicking Insert > Section > One Column. For this example, we added a new section.
Now click insert > iframe.
Once you click iframe, a new iframe properties window should pop up. If you do not see it, check your pop-up blocker.
- Name the iframe
- Paste the nurture URL you have stored in Notepad
- Check the “Pass Record object-type code and unique identifier as parameters” box
- Uncheck “Restrict cross-frame scripting, where supported" box
- Click OK
Now you can see the iframe on the contact form.
Next click Home > Save > Publish.
You should get this screen:
Once “Publishing Customizations” disappears, you are done and can exit all windows.
Now let’s take a look at the contact in CRM. Scroll down on the contact record to now see every nurture involving this contact.
These steps can be repeated on the lead entity as well. Adding this iframe can make working in CRM a lot easier for your users who are not familiar with CRM navigation or those who do not have security permissions to view nurtures. If you have any more in depth questions about this topic beyond what is covered here, please contact your CRM partner.
Written by Eryka Adams, Marketing Success Manager