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.

Pulling Dynamic Content from a temporary data source (eg. spreadsheet)

Sometimes there is a need to use Freemarker to pull in temporary data that may not necessarily lend itself to creating fields in a contact/lead record. (eg. Send an email that would list all of the current outstanding fines a customer has. Since the data is temporary, it would not make sense to import data into CRM fields). Would be great to be able to point Freemarker to an uploaded spreadsheet to pull this data for a 1-off mailing.

  • Rich Suweidan
  • Jun 28 2021
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