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.

Account based Automation Triggers

Ability to trigger an automation when the status of an account changes within the CRM for example ABC LTD are a new prospect in the CRM. After an assessment period they are approved to become a partner or franchisee. The CRM admin then changes their status from Prospect to Partner in the system. This should act as a trigger point to then send out a welcome email.

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  • Apr 15 2021
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