Ideas - Click Marketing Automation for D365

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Information about the Product Ideas portal can be found in this support article.

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Sending emails to account entity though campaign automation

Hello CD team,

We would like to send emails to accounts using Campaign Automation. We already discussed with Braylon (from CD team) and he said this functionality is only available for Contacts and Leads Entity.

We can send bulk email to account entity but we cannot send email through Campaign Automation.

Kindly requesting you to implement this functionality in your next release.

Thanks!

Regards,

Vijay

 

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  • Jul 28 2020
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  • Esther Goodell commented
    19 Aug, 2020 03:45pm

    This function would be EXTREMELY helpful. Most of the important information that needs to be addressed lives on the account entity and being able to simply send one email to the account's email rather than sending it to a contact who may be linked with multiple accounts. Since many of our contacts ARE linked with multiple accounts using personalization fields in emails and such is almost impossible when sending from the contact level.