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.
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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.
Ability to run a workflow that not's just the lead/contact/account entities.
How is the Dynamic Segment feature going to allow me to use a custom entity beyond leads/contacts/accounts?
We have a custom entity named prospects, how can we target them?
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