Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

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Information about the Product Ideas portal can be found in this support article.

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Campaign Automation based on CRM Field

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.

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  • Jul 28 2020
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  • Mary O'Sullivan commented
    June 12, 2023 11:02

    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

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