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.

 

Merged idea

This idea has been merged into another idea. To comment or vote on this idea, please visit CD-I-2078 Show "Lookups" and "MultiSelect Option Sets" in conditional section of the Email Editor.

Support custom lookups for custom entries Merged

Currently, you can't use custom lookups for custom entries in CRM in conditional sections in the new Drag and Drop editor. This limits our ability to target from CRM in the conditional sections.

  • Anthony Acree
  • Jun 17 2022
Email Marketing
  • Anthony Acree commented
    September 15, 2022 18:33

    Lea,

    After working with support for a couple of weeks, we have confirmed that custom lookups only work with ClickDimension entities. They do not work with a custom entity from our CRM.

    So, this is still a valid idea that would be awesome to add to the product.

    Attachments Open full size
  • Lea Hassoun commented
    August 07, 2022 15:08

    Hi Anthony,

    Thanks for submitting your idea.

    We do support Custom lookup fields for Section Conditions in the New Drag and Drop editor, as shown on below screenshot.

    Please feel free to share your specific Use case with us or open a Support ticket if you're experiencing any issue.

    Regards,

    ClickDimensions Product Team

    image.png
    Attachments Open full size
  • Devon Love commented
    June 20, 2022 21:16

    agreed! We have a lot of additional fields associated with accounts that would be very helpful to be able to use for conditional sections

    Attachments Open full size

Related ideas