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.

Merge CRM data into survey questions

Merging CRM data into survey questions can be a valuable way to personalize a survey.  A client of mine would love to be able to do the following question:

<contact first name>, our records show that your <machine> was serviced by <name> on <service date>.  Is that correct?  (Yes/No)

Any chance for this in 4.3? 

Rick

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  • Jul 28 2020
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