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.

Programatically create opt-in posted preferences

There are 3 methods to create opt-in preferences outlined here http://blog.clickdimensions.com/3-ways-to-create-opt-in-preferences-for-gdpr-compliance/

However a common use case may be to request marketing consent on a third party site (EventBrite, Zoom) with a custom question "Would you like to receive updates on future events". Whilst we can capture this information there is no way to update or create a posted preference from this data. It is possible, by workflow, to create the record but the opt-in preference does not flow up to the CD servers, so it is not a true opt-in / out and will not be observed by a mail send or subscription management. The only option at present is manual import from extracted and cleansed data which is too laborious and not client friendly.

  • Marcus Naylor
  • Mar 26 2021
  • Attach files
  • Bianca Elpitelli commented
    June 21, 2023 04:01

    This is 100% needed

  • Carl Johansson commented
    May 12, 2021 07:27

    We have the same problem, this would be a great feature!