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.


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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.

Campaign automation: enable it to run on account record

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  • Jul 28 2020
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    • Esther Goodell commented
      August 19, 2020 16:21

      This function would be EXTREMELY helpful. Most of the important information that needs to be addressed lives on the account entity and being able to simply send one email to the account's email rather than sending it to a contact who may be linked with multiple accounts. Since many of our contacts ARE linked with multiple accounts using personalization fields in emails and such is almost impossible when sending from the contact level.