Ideas - Click Marketing Automation for D365

Currently, the "Deactivate" option for a scheduled email send in ClickDimensions does not prevent the email from being sent in its original, scheduled form. This behavior is highly counter-intuitive and led to an unexpected email send even after the scheduled send was visibly "deactivated" and the template was edited.

The universal user expectation for "deactivate" (e.g., deactivating a social media account) is that the item immediately ceases to be functional or active. "Delete," on the other hand, is understood as permanent removal. In ClickDimensions, "deactivating" merely hides the record, while "deleting" is the only way to truly prevent a send (which requires creating a new send record for any edits).

This discrepancy creates a significant UX challenge and a critical point of failure, leading to unintended and incorrect communications.

Suggested Improvement:

1. Implement a clear and distinct "Cancel Send" or "Stop Send" action that immediately halts any associated scheduled send, preventing it from going out.

2. Provide explicit warnings or prompts if a user attempts to "deactivate" a scheduled send, clearly stating that this action does not stop the email from being sent.

3. Consider aligning "Deactivate" to suspend functionality (e.g., pause a recurring send) and "Delete" for permanent removal.

4. Ideally, allow for changes to be made and saved directly to a scheduled send up until its broadcast time, eliminating the need to cancel and recreate.

Improving this functionality would significantly enhance user confidence, reduce errors, and align the platform with standard user expectations found in modern systems.