Ideas - Click Marketing Automation for D365

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Extend the 'Personalize' UI to Add Dynamic Field Values from Custom Entities

Currently the Email Template editor allows to personalize emails with attributes from Leads, Contacts, Accounts and Owners. Do you have any plans to add other standard and custom entities in the 'Personalize' dialog to populate dynamic field values without the users having to type FreeMarker scripts themselves in an email template? We are aware of the steps to have data from custom entities to be dynamically populated in an email. We have followed your recommendations as described in http://blog.clickdimensions.com/2011/10/merge-any-custom-or-standard-entity-data-into-clickdimensions-emails.html. Although this works just fine, it still requires some knowledge on FreeMarker in order for our users to create an email template by themselves. Our client is interested to know if you can extend the UI to accommodate their needs.

  • Guest
  • Jul 28 2020
Email Marketing
  • Attach files
  • +2

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