Ideas - ClickDimensions Marketing Automation for D365

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Dynamic content condition in email template from the contact's/lead's parent record

It would be useful to also add dynamic content conditions in email for a contact's/lead's parent record, i.e Account, and not only directly from the contact/lead record itself.

  • Guest
  • Apr 19 2021
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  • Christy Rowley commented
    26 Apr, 2022 01:35pm

    Yes! All of the data we could use for dynamic content is stored at the parent record for the contact (Account). It is one of the key needs we have that has pushed us to look at alternate marketing automation systems.