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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Ensuring that our products address the needs of our customers is important to ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Campaign Automation to run on Custom Entities

Ability to run a workflow that not's just the lead/contact/account entities.

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  • Jul 28 2020
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  • Mary O'Sullivan commented
    12 Jun, 2023 12:00pm

    Hi Angus,

    We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here. You now have the ability to create a Segment (Dynamic List) based custom field for a Lead, Contact or Account, this new feature should address this use case.

    Regards,

    ClickDimensions Product Team

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