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.

Fillable PDF

It would be great if there was a way for a PDF to be filled in with form fields from the lead entity with the ability for the prospective client to fill in remaining fields (ex. payment info, signature, etc.). For example, I would like to automate a pre-filled PDF membership application email to each submitter of the form.

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  • Nov 25 2020
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