Ideas - ClickDimensions Marketing Automation for D365

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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
Campaign Automation
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  • Amit Lipitz commented
    February 02, 2021 08:51

    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.


    Best,

    Amit

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