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.

Link subscriptions & preferences to contact after lead qualification

When a lead is qualified and converted to a contact, the subscriptions and preferences are not updated. They stay linked to the qualified lead which is deactivated. This is often overlooked and this means that persons are missing out on communication that they have opted-in for as their contact is not included in marketing lists since he/she does not have any subscription preferences or their preferences are not up to date.

This affects the customer engagement and is not positive for the nurturing of converted leads

This is most needed for subscriptoins & preferences, but would be valid for all 'behavioral data' such as visits & page views, posted forms & fields, posted subscriptions & preferences, unsubscribes

  • Guest
  • Jul 28 2020
Audience
  • Attach files
  • +1

Related ideas