Ideas - Click Marketing Automation for D365

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Add to marketing list when using form capture

I have seen another feature request that suggests the ability to notify users/teams when a form has been submitted using form capture. This can of course be done by a workflow as suggested in a few different blog articles such as this one:�http://blog.clickdimensions.com/2014/10/using-workflows-to-re-create-form-actions-for-form-captures.html

But what is you want to do other things as well? Or if you as a ClickDimensions master don't really have rights to create workflows in CRM?

A more generic solution would be to add the functionality "add to marketing list" as with normal form actions. This will allow to have nurture programs to perform any other tasks needed, AND it will allow non-CRM administrators to work better with ClickDimensions.

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  • Dec 28 2020
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