Ideas - Click Marketing Automation for D365

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Campaign Automation - Enhance Participant Reporting, Export and Analysis

The currently available Campaign Automation participant information is limited, and you cannot sort it, or export if from the CA participants tab, in order to do extended analysis, or validation of the data for each participant.  

Within CRM, as part of "Campaign Automation Related Records", having drill-downs to participating Contacts and Leads, as an Associated View for the CA, seems a good way to address this... Much like the existing functionality for Sent Emails and Email Sends.

This should enable  

  • searching all Participants for a given CA without opening the builder

  • allow for lists, charts, and subgrids of this information 

  • allow other items like Sent Emails to be associated to these (theoretical) Participant entities

  • allow you to develop additional automations, sorts, listings or queries dependent on a Contact/Lead's CA participation history

Specifically, the Participant Lead/Contact Related Records should enable easy verification of status within the CA, INDEPENDENT of other actions initiated by the CA, ie. Email Sends, Form Fills, etc. 

Please refer to 95680  for more information 

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  • Jul 28 2020
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