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.

View of current status of Opt In / Out posted preferences

Currently to find out whether someone is opted into a particular subscription list you need to go to the posted preferences view and look down the list until you find the posted preference with the latest date and then examine if the preference is "In" or "Out". This is time consuming and there is no holistic quick view of "What is this contact currently opted into?" I know you could use most recent Posted Subscriptions to view the grouped posted preferences that were last submitted. The issue is we imported all our preferences from a legacy system so there are no Posted Subscription records in the system! Thanks

  • Christopher Welch
  • Apr 22 2021
Subscription Management
  • Attach files

Related ideas