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.

Campaign Automation to run on Custom Entities

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

  • Guest
  • Jul 28 2020
  • Shipped
  • Attach files
  • Mike Gargan commented
    13 Nov 13:10

    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?

  • Mary O'Sullivan commented
    June 12, 2023 12:00

    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

  • +9