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.

Group Cc'ing in Email Sends

We see a big need for having a grouping capability in Email Sends, particularly when sending Transactional emails. Take your own Transactional communications, such as the recent new channel manager announcement that some of our contacts received. Since marketing lists are hard to keep up as client staff and roles change, it’s hard for recipients to know which other team members received a particular notification. We typically wind up wasting energy on forwarding emails unnecessarily. We know that our own clients have this same problem when we send out Transactional emails. This could be avoided by adding a grouping Cc function in the Email Sends that allows the email to be sent to each recipient and show which other contacts/leads in their organization also received it.

  • Guest
  • Jul 19 2021
  • Attach files