Scope Summary
Clear description of objectives, in-scope channels, and out-of-scope items to prevent scope creep and provide a baseline for future changes.
A formal Marketing ClickDimensions Implementation ensures consistent configuration, preserves data integrity, clarifies responsibilities, and documents privacy and compliance choices. It reduces rework, speeds deployment, and creates a single source of truth for the CRM and marketing operations teams.
This document is completed collaboratively by marketing operations, CRM administrators, and IT stakeholders to ensure both business and technical requirements are met.
Final sign-off commonly includes a marketing lead and the CRM administrator to confirm configuration and operational readiness.
| Field | Configuration |
|---|---|
| Form Tracking | Form ID mapping | Field-level capture rules |
| Email Sends | From address, authentication | Throttle and suppression lists |
| Lead Scoring | Rules and weights | Conversion thresholds |
| Data Mapping | CRM field mapping | Normalization rules |
Record the required platforms, integration endpoints, and minimum privileges needed to complete the implementation.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by plan | Varies by plan | Varies by plan | Varies by plan |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
Begin within 1 week of approval
1–2 weeks for installation and DNS changes
1 week for end-to-end validation
Scheduled after successful UAT and approvals
30 days after launch for performance checks
Clear description of objectives, in-scope channels, and out-of-scope items to prevent scope creep and provide a baseline for future changes.
Exact values for tracking domains, DNS entries, API keys, web tracking snippets, and any connector credentials required for ClickDimensions.
A mapping table tying ClickDimensions form fields to Dynamics contact and lead fields, including normalization rules and transformation notes.
Document authentication methods, user roles, access controls, and any privacy safeguards such as data minimization and encryption requirements.
Acceptance criteria, test scenarios, expected results, and rollback steps in case of failed deployment.
Signed approvals with names, roles, timestamps, and a retained copy of the executed implementation document.