Ideas - ClickDimensions Marketing Automation for D365

Overview:

This feature would allow users to copy parts of an automation series, including actions and triggers, to a different automation or have a saved series that can be easily added to an existing automation. This feature saves time and reduces the risk of errors when creating the same series in multiple automations.

Description:

• Copy Automation Series: Users can select an existing automation series and choose to copy it to a different automation.

• Save Automation Series: Users can save parts of an automation, including actions, series, and triggers, as a template that can be easily added to an existing automation.

• Drag and Drop Automation Series: Users can drag and drop a saved automation series into an existing automation, which automatically creates the series with all the original actions and triggers.

Benefits:

• Saves time by allowing users to copy and reuse parts of existing automation.

• Reduces the risk of errors when creating the same series in multiple automations.

• Provides greater flexibility and customization options for automation workflows.