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.

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
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  • Mary O'Sullivan commented
    12 Jun, 2023 12:03pm

    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.


    ClickDimensions Product Team