Got Crimson 3 Questions?

We’re excited to launch a completely redesigned and enhanced version of Crimson that combines the same features and functionality that you’ve come to trust with a new user interface, updated dashboards, expanded search, and added functionality.

As a current user of Crimson, we anticipate that you have many questions about the new version. Read below for answers to some of the most commonly asked questions.

If you don’t see the answer you need, please check the Crimson Helpdesk or call us at 1-800-878-6837.

Crimson 3 Dashboard | CMDI.com

Frequently Asked Questions

Getting Started on Crimson 3

No. You will be able to log in with the same username and password that you are currently using.

However, while you are logging into Crimson 3 for the first time, you will need to set up the 2-Step Verification for added security.

Yes. You can work in the current Crimson through February 1, 2019. Starting October 9, you will be able to log into Crimson 3 and test it out.

Yes. Both Crimson 2 and Crimson 3 pull your account information from the same database. The same information will be reflected in both versions.

Crimson 2 will be available until February 1, 2019.

Yes. Because both versions of Crimson access the same client database, any edits or changes made in one will be reflected in the other.

No. You can access your Crimson 3 account at any time after October 9.

Because both versions are accessible to existing users, you and your co-workers can explore and transition to Crimson 3 as your individual schedules allow.

However, as of February 1, 2019, Crimson 2 will be fully deprecated and no longer accessible. Make sure that your organization transitions early enough to learn the new version.

Login & Security

You can access Crimson 3 by bookmarking the link that will be emailed to you on October 9. The Login tab at CMDI.com will also be updated with an option to use Crimson 2 or Crimson 3.

When logging into Crimson 3, you will be asked to complete one extra step to ensure your account remains secure through the 2-Step Verification process. You will either need a SMS-enabled device or access to the email account saved under My Settings.

 

SMS-enabled Device
1. Once you enter your username and password, click on the blue Log On button.

2. When prompted, enter your mobile phone number.

3. A six-digit code will be texted to your phone.

4. Enter the code.

5. If you check the box next to “Remember for 30 days,” you will not be asked to complete the 2-Step Verification process for 30 days.

6. Click on the blue Submit button.

7. You should be logged into Crimson 3 and see the main dashboard.

 

Email Verification
1. Enter your username and password and click on the blue Log On button.

2. When prompted to enter your mobile phone number, click on the “Can’t access your code?” link at the bottom.

3. A code will be sent to the email address associated with your Crimson account.

4. Enter the code into the white field.

5. If you check the box next to “Remember for 30 days,” you will not be asked to complete the 2-Step Verification process for 30 days.

6. Click on the blue Submit button.

7. You should be logged into Crimson 3 and see the main dashboard.

2-Step Verification is a new layer of security added to Crimson 3. This provides additional protection from unauthorized users accessing the confidential data in your Crimson account.

It requires users to log in by entering a username and password and then supplying a second form of verification through either a mobile device or email. A SMS or text message with a six-digit code will be sent to the phone number you provide. Once you receive the text, enter the code to finish logging in.

If you do not have access to a SMS-enabled device, you can opt to have the code emailed to the address associated with your Crimson account. You can update or change this email address under the My Settings tab in both Crimson 2 and Crimson 3.

Keeping your campaign secure is critical. Newly incorporated 2-Step Verification secures your sign in experience and prevents unauthorized access. This works by authenticating who you are by either sending a code through an SMS message to your cell phone or sending a verification code to the email address associated with your Crimson account.

Crimson 3 requires verifying your username and password as an added layer of security for your campaign. While we ask for your cell phone number in order to text a six-digit code, we will not sell or share your number.

If you have enabled SMS notifications for Crimson or CrimsonMobile, you may occasionally receive text messages through your Crimson account. You can check the settings for how you prefer to receive Crimson updates under My Account in both Crimson 2 and Crimson 3.

Training

The Crimson Support Team will hold weekly webinars to go over the new features and differences with Crimson 3.

Starting on Wednesday, October 10, the Crimson Support Team will hold weekly webinars at 2 p.m. These hour-long training sessions will provide a walk-through of new Crimson features, changes in Crimson 3 and answer any questions.

Sign up for a Crimson 3 webinar in October:

October 10 at 2 p.m. EDT
October 17 at 2 p.m. EDT
October 24 at 2 p.m. EDT
October 31 at 2 p.m. EDT

When Crimson 3 launches on October 9, a new section will be on on the Crimson Helpdesk with essential guides and video tutorials to get started.

The Crimson Support Team is also still available via phone at 1-800-878-6837, email at CrimsonSupport@cmdi.com or chat during business hours, Monday – Friday.