Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Allow sharing of campaign automation templates

As an admin I created a campaign automation template for our marketing team, but there is no way to share it with them! I would also like to edit it.

  • Guest
  • Apr 18 2022
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  • Lea Hassoun commented
    April 19, 2022 09:07

    Hi,

    Thank you for submitting your idea.

    As a workaround, you can save your Campaign Automation using the Template you created and share the CA record with your team using the 'Share' button in the CRM ribbon.

    Then they can also clone it and re-use it.

    Regards,

    CD Product Team