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.
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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.
A very helpful feature would be allowing decision nodes to be added at any step of an automation. I need to be able to automate which email template gets sent based on the value of a CRM field that is associated with a lead entity. Currently the only way to do this I can find is with workflows.
Hi Ryan,
We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here. This feature should solve this use case.
Regards,
ClickDimensions Product Team