Ideas - Click Marketing Automation for D365

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Copy Automation Series, actions, triggers, to a different automation

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.

  • Jonathan Megahey
  • Apr 25 2023
Campaign Automation
  • Attach files

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