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: refresh button, non-fixed-width columns, participant step, better dragging

Upon using Campaign Automation for the first time, I find a few things could be improved:

  1. The Statistics tab/page could use a refresh button, similar to that on the Participants tab.
  2. The Participants tab would be more useful if it showed which step each participant is currently in.
  3. Columns on the Participants tab and dialogs (such as the Look Up Record dialog) really need to be flexible in width. I can hardly select the proper records as I can't see the full names.
  4. Dragging in the Builder is hit and miss. I'd rather have a permanent scroll bar if the drag function doesn't work properly.
  • Guest
  • Jul 28 2020
  • Shipped
Campaign Automation
  • Attach files
  • +1

Related ideas