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Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-508 Opportunities and Campaign automation.

Allow Campaign Automation from opportunity fields Merged

I'm surprised this isn't possible already. Allowing automatic functions to happen during an opportunity is surely the reason firms like ours opted for Click Dimensions.

For example sending reminder emails to customers who have stalled in the opportunity.

  • Guest
  • Mar 11 2021
  • Shipped
Campaign Automation
  • Mary O'Sullivan commented
    June 06, 2023 10:24

    Hi Robert,

    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. Having the ability to create a Segment should solve this use case.

    Regards,

    ClickDimensions Product Team

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