Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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.


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

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

Ability to have conditional actions on a survey

it would be great if I could specify if a action on a survey shoul be carried out.  normally I would go to CRM 2011 Workflows the problems is workflows does not allow the "OR" operator.  My business team wants to have one task created per survey if any field gets rated below a 8 out of 10 with native CRM workflows this is not feasiable right now  as I would have a lot of IF and statements.   In Clickdimension I could use the followup activity  of creating a task if it did not go off of every single survey and could have a trigger

 

Thanks

Robert

  • Guest
  • Jul 28 2020
  • Already exists
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  • Noam Mahler commented
    6 Sep, 2020 07:29pm

    Hi Robert,

    You can achieve this funcionality with our Campaign Automation tool. If you add a Survey Submitted trigger, you can add different follow up actions based on the survey answers.

  • +4