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.

Save/Clone a segment as a template


there is no feature to clone or save a segment as a template for me to re-use instead of adding the same criteria again and again. Also please provide solution to select multiple values in a picklist field



  • Revathi Rama
  • Oct 4 2023
  • Shipped
  • Attach files
  • Mary O'Sullivan commented
    11 Dec, 2023 12:18pm

    Hi Revathi,

    We have rolled out the ability to Clone a Segmentation (Dynamic List), in Release version 2023.11. You can now clone an existing Segment. Further information on this new feature can be found here

    Thank you

    ClickDimensions Product Team