Ideas - Click Marketing Automation for D365

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Store variables within campaign automations

We'd like the ability to store participant variables from forms and form captures to use later within the automation. Currently if we add an action or timer after the 'submitted form' trigger the values held in the trigger are lost after the first action. ie ...if we include a "wait" step before an "send email" action we can't use a decision node on the "wait" step to see what the participant entered into the form. We would need to update fields in the lead or contact data to what they submitted in order to use that data in a later step. We'd like to use form submission data throughout the automation.

  • Kelvin Cole
  • Nov 30 2022
Campaign Automation
  • Attach files

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