Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions Intelligent Dashboards please go to this link.

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
    12 Jun, 2023 11:02am

    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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