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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Managing Campaign Automations so that contacts don't receive multiple similar emails.

It would be great if there was some sort of way to ensure that contacts aren't running down multiple similar campaigns. For instance, if we created nurture campaigns based off form submissions to download whitepapers on the website that ask to subscribe to newsletters after 7 days and follow on social 5 days after that, but a user completes multiple forms to download resources, we would like some way to make sure they only receive one set of emails with that content, instead of multiples. 

We see that there are ways to limit the number of emails sent within a timeframe to a contact, but there's not a way to limit the number of campaigns someone is in, etc. 

This could even be done by adding some sort of pause in campaign automation that required a manual review for us to indicate whether that contact should continue down the path or not. 

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  • Jul 28 2020
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