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.


Thank you for taking the time to submit your thoughts!

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.

Have the from field in an email send populate with a field other than record owner?

We have a Account manager field that we'd like to populate instead of send from record owner. Is it possible to enable this on an email send?

  • Guest
  • May 26 2022
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  • Lea Hassoun commented
    December 22, 2022 13:52

    Hi Taylor,

    Thank you for submitting your idea.

    You can use a FreeMarker interpolation in an Email Send’s Subject Line, From Name, From Email, and Reply To fields by placing the FreeMarker in the appropriate field on the Email Send record.

    See instructions in our following Help Article :
    https://support.clickdimensions.com/hc/en-us/articles/115001168234

    Regards,

    ClickD Product Team