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.

Add trigger "New contact related Entity created"

Hi,

In your automation flow tool, it would be useful to trigger a flow based on a created contact related entity (custom entity or not).

Examples :

  • contact has a new abandonned cart --> trigger flow.

  • contact ha a new product --> trigger flow

I doubt managing it with dynamic lists is a solution, as it would only trigger once when the customer enters the list, and not multiple times.

  • Quentin Soyer
  • Sep 1 2022
Campaign Automation
  • Attach files

Related ideas