ClickDimensions Social Marketing: A Beginner’s Guide

Hello, I’m Vicky an apprentice digital marketer at Chorus. In this article, I will share with you my guide to the ClickDimensions Social Marketing tool. This will help you utilise your ClickDimensions licence, streamline your social media channels and optimise your online presence through intelligent analytical reporting.

If you work in marketing or have a marketing team in your organisation, this tool could help you with your social presence, creating campaigns, and content management.

What is ClickDimensions Social Marketing?

ClickDimensions Social Marketing is a social media management platform that helps you optimise your social presence online. It is for Microsoft Dynamics 365 users and is designed especially for B2B marketers who need innovative, time–saving solutions that help maximise your social reach.

Overall, it is an incredibly useful application for managing social media network channels.

How does ClickDimensions Social Marketing Help Marketing Teams?

ClickDimensions Social Marketing has similarities with other competing social media management platforms such as Buffer, Hootsuite, Sprout Social and TweetDeck. But how do you know which is the best platform for you?

ClickDimensions Social Marketing allows you to post content across all your social media channels via one easy to use interface, with the flexibility to publish immediately or schedule for later. You can also schedule content in bulk and allow the system to automate the posting times to optimise visibility.

It improves the way you manage all engagement, tracking performance, resharing of existing content and advocacy.

ClickDimensions Social Marketing Features: What are they?

ClickDimensions Social Marketing has a full suite of social media management features such as:


This is where you can see your account performance in the past 30 days.

You can view the following:

  • Posts sent, link clicks and conversions
  • View your recent campaigns
  • Access visual reports displayed showing your data



View all your recent campaigns and sort by category.


Create and schedule social posts.

You can see here in our social calendar we have a range of different types of content which is colour coordinated. This helps you identify the type of content you need to post more of and to ensure you have a good range of content going out across your channels. This tool is my most used and is highly valuable to a marketer. When using this feature, you can see things like word count limits, set times for the posts to be sent out or save them as drafts. Overall, this is a must-have tool for a marketer with so many great aspects to it.

Media Library

Store all of your photos and videos and categorise them into folders.


Discover and curate top trending topics from across the web. To get started, you can enter the keywords you’d like to follow on your left-hand side.


With this feature, you can read and share content from your favourite newspapers, magazines and blogs.


Access all your draft posts that are ready for approval. Once approved, they will be queued to go out on your social channels.


Streams allows you to view each of your platform feeds and notifications. It helps you to stay on top of people mentioning your company via updates. You can monitor social media channels in real time and engage with your audience.


This is where you can see your social activity such as comments, colleague interaction and mentions. You can see posts assigned to you specifically, assigned posts to colleagues and closed conversations.


You can create and maintain messages that your advocates can share and store it all in one place. There are features like topics and suggestions within advocacy, and you can also modify the settings to this feature.


This is where you can see your analytics across your platforms.

  • Analyse how your social strategy contributes to demand generation and attribute new leads to social campaigns.
  • Measure clicks, likes, comments and other engagements to deepen your social media insights.
  • Monitor follower growth, click demographics and brand mentions to engage and expand your social audience.
  • Discover what content resonates on social: view top-performing links, hashtags etc.

And much more!

How to Get Started with ClickDimensions Social Marketing

Getting started.

As part of the onboarding process, you’ll receive a free call with the team at ClickDimensions showing you how to use each tool and helping you get set up with group pages.

Getting set up is easy through a collaborative onboarding experience. This shows you the ins and outs and helps you get set up – with your profiles and social media channels.

A customer success manager will help ensure you’re all set up and ready to go!

As a marketer, you’ll likely want to use the Calendar, Campaign and Analytics as basic features, but ask and explore more to suit your business needs. There are very little limits to what you can achieve!


If you’re a Microsoft Dynamics 365 user and have ClickDimensions already, you can gain access to the free version of this tool. Why complicate your working day with multiple logins and platforms? You can access this advanced platform in one simple place!

Optimise your Dynamics 365 potential and speak to one of our team today.