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.

Feature Request - Using decision nodes anywhere they're needed

I need to develop a campaign automation where all logic is based on a lead record value. The basic flow is

User added to list > send email A > wait 3 days > send email B or email C depending on lead record value

I don’t need to know if the user opened the email or clicked a link, just need to the decision to be based on the lead record value. It would be perfect to have the decision node as its own drag/drop block to be used whenever I need it, or to allow the “what to monitor” boxes to be left unchecked in the email interaction block. Just need a way to base all the decisions on the lead record value.

  • Guest
  • Jul 28 2020
  • Already exists
  • Attach files
  • Amit Lipitz commented
    2 Feb, 2021 08:51am

    Hi Ryan,

    You can reach your use case with Campaign Automation. Here is an example of the use case described:

    Please let me know if you have further questions or need additional informmation about this use case.



  • +5