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.

Personalization Options

It would be great to have the option of a "fill in the blank" personalized field that would give us the ability to type in "fan" for example so that when we send the email it will pull the first name if it's in the contact record but if there isn't a name it won't leave it blank instead it would put "Dear fan,"

An accidental "Dear ," is a mistake that can happen and it's embarrassing when it does.

Thanks!

  • Guest
  • Jul 28 2020
  • Already exists
Email Marketing
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  • Lea Hassoun commented
    November 07, 2021 15:33

    Hello Sara,

    This is currently feasible by adding text within the quotation marks :

    Hello ${Recipient.contact.firstname[0]!"Valued Customer"}

    This backup text will be displayed if there is no value in the specified field on the recipient’s Lead/Contact/Account record. So, if the recipient’s record does not have a First Name value, the final email will display "Hello Valued Customer".

    You will find more information in this support article :
    https://support.clickdimensions.com/hc/en-us/articles/115001168174

    Regards

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