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.
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.
Hi Mary, I don't think Dynamic Segments will address this use case. I want a wait step as described in my post below. If you think it can be achieved with the Dynamic Segments please let me know.
@Chris Miller - Yes it will be, you can reach out to your CSM or raise a Support ticket to get the feature enabled
@Mary O'Sullivan Is this going to be available for OnPremise CRM folks?
Hi Mark,
We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here. You now have the ability to create a Segment (Dynamic List) based custom field for a Lead or Contact, this new feature should address this use case.
Regards,
ClickDimensions Product Team
We would like to build a generic campaign automation where we use a date field on a Lead or Contact as described above. Since the wait step is a fixed date we are constantly cloning automations and updating the wait date where if this feature existed we could have just one "always on" automation.