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.

Add all members returned from an advanced find to a marketing list for an automation.

Hi,

At the moment we can only add 250 records at a time to an added to list trigger at the start of a campaign automation. With a large customer base to contact, this is very time consuming and we need to be able to add around 5k records to enter an automation at a time. Thus, if adding all members returned from an advanced find worked, our job would be a lot easier.

Kind regards,

Stephanie

  • Stephanie Jackson
  • Oct 13 2020
  • Shipped
Campaign Automation
  • Attach files
  • Mary O'Sullivan commented
    June 12, 2023 11:53

    Hi Stephanie,

    We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here.

    Regards,

    ClickDimensions Product Team

    Attachments Open full size

Related ideas