Ideas - Click Marketing Automation for D365

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

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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 attach physical documents to Email Sends

Our client wants to start using Click Dimensions for sending information our to distribution lists. They will be using either Inboxcast or Email Templates with Email Sends.

They want to attach a physical document, and from what I can see you only offer the document manager options, where the recipient has to click on a link to get to the document. Our client does not want this as they have something similar internally and they find recipients dont click on the link, they get more success by attaching the PDF directly. I have suggested putting it in the body of the mail template/inboxcast, but they do not want the recipient to be able to manipulate the content, which is why they use PDF, as it is more effort to manipulate.

  • Guest
  • Jul 28 2020
Email Marketing
  • Attach files

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