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.


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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.

Campaign Automation - complete overhaul

Click’s campaign automation need a drastic overhaul.
Some ideas that the product needs:

Remove participants from a campaign automation. Whether it’s an http endpoint/API to call. Custom workflow action or any way we can stop a single participants or group or participants without having to do it through the UI, which is quite cumbersome.

Lookup to related entities on conditional logic (similar to advanced find). It would be beneficial to use the native advance find.

full use of native date operators within conditional logic

allow other records’ crud operation to trigger the start of an automation or a webhook (contact/lead/account guid and campaign automation guid would be required)

More actions: API Call external services

campaign automation testing

Use of AI for A/B split testing between nodes/path

create official connectors for Power Automate to further interact with Click.

  • Michael Rodriguez
  • Feb 18 2025
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