Ideas - Click Marketing Automation for D365

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Allow trigger of workflow on other record types

Currently, the Workflow Action in Campaign Automation only allows the triggering of Contact or Lead entities. Workflows triggered on the Contact or Lead is very limiting due to being unable to search related record types.


As an example, some customers would like to add other workflow processes to their automation that trigger other emails in the sequences or update Event Participation records.

  • Mike Kraft
  • Mar 15 2021
  • Shipped
Campaign Automation
  • Attach files
  • Mary O'Sullivan commented
    June 12, 2023 12:03

    Hi Mike,

    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. You can now create a Segment with any related entities and use that segment within Campaign Automation.

    Regards,

    ClickDimensions Product Team

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