Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.


Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.


Information about the Product Ideas portal can be found in this support article.

To submit ideas related to Click Intelligent Dashboards please go to this link.

Add search and match fields besides email address for lead and contacts.

When a posted form is entered and send, a contact or lead record is matched by the email adres. At one of our customers, there isn't always an email address available (higher age demographic). To solve this, we'd would like to see a posibility to match a record on more than one criteria.

  • Guest
  • Jul 28 2020
Forms & Web Analytics
  • Attach files
  • Lea Hassoun commented
    8 Dec, 2022 07:35am

    Hi Wicki,

    Thank you for getting back to me, it is indeed useful and will help us review.

    Regards,

    ClickDimensions Product Team

    Attachments Open full size
  • Wicki Adrian commented
    7 Dec, 2022 02:16pm

    @admin: Were my remarks on the use case useful?

    Attachments Open full size
  • Wicki Adrian commented
    29 Nov, 2022 01:35pm 
    We have contacts whose email addresses we do not know.
    But we know another one-to-one value. For example the social security number.
    Every contact has such, but not always an email address.
    Nevertheless, we use Forms for the ordering of documents by the customer/contact.
    In CD-Forms, he must always enter the social security number (mandatory field).
    With this number we can connect the person ordering the documents with the contact in our MS Dynamics/CRM.
    Today, a lead is opened through Forms and this has to be manually connected to an existing contact.
    I hope these remarks have served you.
    Attachments Open full size
  • Lea Hassoun commented
    29 Nov, 2022 01:05pm

    Hi Wicki,

    We would love to hear more about your use cases.

    Thank you,

    ClickDimensions Product Team

    Attachments Open full size
  • Wicki Adrian commented
    29 Nov, 2022 12:54pm 
    We absolutely need the possibility of not only carrying out a contact assignment using the e-mail address.
    The set form matching rules as a function in combination with the email address is not enough.
    Attachments Open full size
  • +5

Related ideas