Ideas - Click Marketing Automation for D365

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Fix display name for cloned materials

Our company has been working around a naming issue that occurs each time a new survey is created. Whether we clone an existing survey or create a new record from scratch, the issue remains the same. Whenever we look at our "Active Posted Surveys" the name shows as some type of clone despite our numerous attempts to rename these surveys. The new names will save and appear under the "Survey" column on the same active posted surveys screen, but we don't understand why the name would pull from old data rather than update to the current entity name.

ce surveys.JPG
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  • Guest
  • Mar 29 2022
Surveys
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  • Lea Hassoun commented
    April 19, 2022 07:57

    Hi again,

    We've looked into this and found a workaround to fix this until we change the current behavior. This happens when you clone a Survey and rename it on the Form record itself but don't save the survey inside the editor. If you click 'Save survey' button inside the designer, then use the embed links, the posted surveys will show the name correctly without the [CLONE] part.

    Regards,

    CD Product Team

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  • Guest commented
    March 31, 2022 13:16

    Yes, Lea, I have worked with several CD team members on this since we have a bucket of marketing services hours with CD. I am told that nothing can be done because this is "expected behavior" within the system. Our rep directed me here to submit an idea to have development consider making a change to fix it.

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  • Lea Hassoun commented
    March 31, 2022 07:06

    Hi,

    Have you tried reaching out to our Support Team? You can submit a request here.

    Regards,

    Lea

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