Ideas - Click Marketing Automation for D365

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Extend the workflow assembly: Update Marketing List Members, to reference Accounts

It is currently possible to create a workflow and Add Leads or Contacts to a Marketing List - but it is not possible to add Accounts:

Since it is possible to run Campaign Automation for Accounts now, it would also be great to use a Workflow to add newly created Accounts to a Marketing List, using the Workflow and use that as a trigger for the Campaign Automation. Usually we would target Leads or Contacts, but when a new Account is created, we don't always know the Contacts, some we would like to engage with the Accounts at this stage, and introduce them to our business.

  • Rikke Efferbach
  • Jan 10 2022
  • Shipped
  • Attach files
  • Mary O'Sullivan commented
    12 Jun, 2023 11:05am

    Hi Rikke,

    We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here. You now have the ability to create a Segment (Dynamic List) based on Accounts.


    ClickDimensions Product Team