Ideas - ClickDimensions Marketing Automation for D365

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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

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