Ideas - ClickDimensions Marketing Automation for D365

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Email Send for Drag and Drop to allow Opportunity fields to the added to the body of the email

This would be a beneficial way to send customers an update on how their opportunity is progressing if it reaches a certain stage etc.

Also if we need to share an opportunity with another business once it's reached a certain criteria that would be very helpful to have the opportunity title listed.

  • Guest
  • Aug 12 2021
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  • Michelle Walford commented
    22 Feb, 2022 09:47pm

    You can do this using freemarket text...it is difficult though. On a contact the first name would look like:

    ${Recipient.contact.firstname[0]!""}

    If you want to add a field from an opportunity record you just change the "contact" section:

    ${Recipient.opportunity.add_your_opportunity_field_name_here[0]!""}
    So far it is working.

  • Vanessa Andel commented
    8 Sep, 2021 03:33am

    This is something that we absolutely need!

  • Sean Scampton commented
    27 Aug, 2021 03:34pm

    We need this desperately!