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.

Tracking needs to be fixed for web forms that live on HTTPS web pages.

When an anonymous visitor visits a web form page and fills out the form they become a Lead in our system. I am not seeing the anonymous page views following this user when the become a Lead

The workaround is described below and in this post. I need to be able to track all page views and asking the people to come back to my site after filling out a form is not an option.


When someone is identified by a Form that is not associated to a CNAME, the historical Page Views will not automatically be associated with that person. They will still be associated with the Anonymous Visitor record.

This is because when a customer fills out a Form associated to a domain record without anything in the SubDomain Alias field, they are assigned one visitor key. When the customer visits a page on your website with the CD tracking script, they are assigned a different visitor key. The different unique visitor keys are what prevents the Page Views from linking back to the Lead that filled out your Form, even though it’s the same person.

This happens because if there is no CNAME in the Subdomain Alias field on  the domain record, then the Form will have coded as the domain in its HTML. Essentially, there is no way to establish a connection between the Form and your domain.

The work around for this is to identify the visitor twice. Once with your HTTPS Form, then again through a CD email by which they click through to your website.


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  • Jul 28 2020
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