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.

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-507 Add Custom Entities for personalize Emails.

Sub-grids in Email Templates for advanced personalization Merged

Use Case:

We have contacts and each contact can have multiple cases associated.

As part of our email send to a customer, we want to include his/hers latest 2 cases in the email.


This will allow email templates to captured information from any entity (1:N) related to contact, account and leads.

  • Guest
  • Apr 8 2021