Ideas - Click Marketing Automation for D365

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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.

Possibility to import Organizations (Accounts) to a Marketing list.

Our bank has both consumers (individuals) and business customers. We would like to use Click Dimension to target our Business customers as well.

  • Guest
  • Aug 18 2022
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Campaign Automation
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  • Mary O'Sullivan commented
    December 12, 2023 10:58

    Hi

    We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04 and is generally available for all in 2023.10. 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. Having the ability to create a Segment should solve this use case as you can create a segment for Accounts and the email associated to the Account can be used in a Campaign Automation.

    ClickDimensions Product Team

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  • Lea Hassoun commented
    December 08, 2022 13:55

    Hi,

    Thank you for submitting your idea.

    The ability to create a Marketing List of Accounts and use it in Campaign Automation is already supported. If this doesn't meet your use case, please provide us with additional information.

    Regards,

    ClickDimensions Product Team

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