Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Automated Form Reports

I would like to set up an automated form report to generate daily, weekly, monthly, etc. and send to a specific email list of internal users. Different parts of our organization need visibility into the the results posted from our forms and right now only Marketing can access ClickDimensions form reports. This requires manual work on my part (marketing) to go in daily, weekly, monthly and pull the reports myself (i.e. export them) and send them to various users in our organization. Please incorporate this feature as this takes up a significant amount of time and should be a quick and easy task once automated.

  • Hayley Youngmun
  • Feb 5 2021
Forms & Web Analytics
  • Attach files
  • Kristin Hulse commented
    March 18, 2021 15:26

    @Noam Mahler, notifying a user every time a form is filled isn't the same as a report. My executives are going to eat me alive if I set it up where they get a notification every single time.

    ×

    Attachments Open full size

  • Noam Mahler commented
    March 16, 2021 19:01

    Hi Hayley,

    Thank you for your feedback. We will consider this enhancement in our future plans for forms. In the meantime, you can solve part of this problem with Campaign Automation. You can set up an automation with a Form Submitted trigger and a Notify User action, and will notify your internal user after every submission.

    ×

    Attachments Open full size

Related ideas