Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions Product Management Team below.

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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to ClickDimensions Intelligent Dashboards please go to this link.

Use advanced find to create static lists for campaign automation

I have logged a ticket for this as it looks like a bug, but apparently it is a feature: if you create marketing lists using advanced find, it will not prompt the trigger 'added to list'. You have to mannualy add the contacts that come back from your advanced find (the automation will only work if you add contacts 'only selected', and not 'all contacts'). It is bad enough that dynamic lists don't work in the automation, we should at least be able to use static list as they are created, without having to mannualy add contacts.

  • Roberta Bastos
  • May 20 2021
  • Shipped
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  • Mary O'Sullivan commented
    12 Jun, 2023 11:10am

    Hi Roberta,

    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. Would having this feature solve this use case?


    ClickDimensions Product Team