Ideas - Click Marketing Automation for D365

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.

Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.

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.

Import tool: not to add inactive members to Marketing List

The wizard searches for email addresses within the system to match against the email addresses in the imported list.

However, it checks against active and inactive contacts & leads, which can result in inactive records being assigned to the marketing lists.

Please add possibility to exclude inactive contacts&leads to be assigned to marketing list.

  • Guest
  • Jul 28 2020
  • Attach files
  • Melissa Green commented
    4 Feb, 2022 02:43am

    Similarly, can we add the option to only import known CRM Contacts from a list provided.

  • Mary Dupree commented
    24 Sep, 2020 03:30pm

    We get lists from other departments that aren't clean and if a contact that we have already processed and inactivated is matched at the time of import, a contact will be reactivated. If the record the email is associated to is a Lead we will create a new Record. There should be an option to ignore inactive records. If we have already deactivated because ClickD has told us it's a bad email address, why wouldn't the import process honor that previous determination. Does it even look at blocked email addresses?

  • +7