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.

Create quick email template from email send


As we can not make test with email template, we work on an "try and error" mode with email send TEST function to validate our email.

Then, when all is OK, we post the email send. And if we want afterwards provide to sales teams the corresponding email template, we have to do it manually: subject, preheader, from... and copy/paste HTML... too much time for marketing teams.

If we could have an option in the email send "create quick template after sending yes/no" it would be great!!!!

Many thanks


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  • Jul 28 2020
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