Ideas - ClickDimensions Marketing Automation for D365

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Campaign Automation: Add flags and links to triggers like Marketing Lists in order to tell which CA it is connected to.

In an effort to centralize and clean up automations and processes in CRM, it would be helpful to be able to see and query on Campaign Automation triggers, like marketing lists, to know where CA components exist within CRM, without having to comb through multiple CA builders.

Any kind of flag or checkbox on a marketing list (or other trigger) with a link to the relevant Campaign Automation would be helpful. Then we could start at the trigger and go directly to the CA, or query to see how many and which marketing lists trigger which CAs. This would also be helpful for CA Actions, but Triggers would be most helpful.

  • Guest
  • Apr 13 2021
Campaign Automation
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