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.

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-2016 [Campaign automations] Allow proceeding and skipping next step after a date has passed .

[Campaign automations] Allow proceeding and skipping next step after a date has passed Merged

Currently when using a date timer and the date has passed, it's possible to either:

  • Proceed immediately

  • Stop participant

Both of which I wouldn't necessarily want. Imagine the following Campaign Automation:

https://support.clickdimensions.com/hc/user_images/M4tjUCqkwZjh4mssAqhz8Q.png

In particular, the "Run between dates" timer would be used to invite people to a webinar between certain dates. After those dates, the webinar is irrelevant, but the rest of the information is still relevant. This would be a problem if you have people who're added at a later date.

In this case, I don't want the participant to stop when the dates have passed, because the information following is still relevant. I also don't want them to proceed to the next step, because that would cause them to receive an invite for a webinar in the past. Instead, I'd like to have them proceed to the "Wait a few days" timer.

This could be solved with a third option such as "Proceed immediately, but skip next step", but perhaps something more flexible would be preferable, such as using a decision node (or possibly a positive and negative route):

https://support.clickdimensions.com/hc/user_images/PVruTnvNWVJe3uRSkWSpyQ.png

  • Yorick Reuvekamp
  • Jul 28 2020
Campaign Automation
  • Maya De Nardi commented
    June 21, 2021 22:44

    OOps! I see this was your request too! Sorry!

    Attachments Open full size
  • Maya De Nardi commented
    June 21, 2021 22:43

    FYI: There is another request asking for the same thing at https://clickdimensions.ideas.aha.io/ideas/CD-I-2016 in case you want to add your vote to that job as well...

    Attachments Open full size
  • Yorick Reuvekamp commented
    April 15, 2021 10:12

    I would like to bring this request to your attention again. I'm still wondering what the relevance of "Proceed immediately" is when you've set a date timer to run between two dates. This makes the 'between' part irrelevant, as you could have just as easily called it 'Run from ...' since participants will continue anyway. 'Stop participant' does make sense, but what if I do want participants to continue after that date, but I don't want them to go to the action that's immediately next to the date timer, as that was a time sensitive action? (that's why I had the date timer in the first place)

    Attachments Open full size

Related ideas