Ideas - ClickDimensions Marketing Automation for D365

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Campaign Configuration Wizard

The main issue I experience with CD is the large number of manual steps that must be completed before campaign launch. There is little to no "campaign 'setup' automation". For example:

When implementing a email campaign, the first step should be to establish a Marketing List(s) so that it can be added to the Campaign once that piece is created. When the Email Send is subsequently created, the Campaign should be attached to that in order to associate the two. Nevertheless, the Campaign Marketing List(s) do not automatically attach to the Email Send upon save. One must independently associate the same marketing List(s) to the Campaign-associated Email Send. This is inefficient and tedious ... and establishing these associations is crucial to getting the most out of CD.

In fact, there are many associations among various Dynamics and CD entities that require manual assembly, so it is VERY easy to screw up a well-thought-out marketing campaign, due to missing a seemingly tiny step.

There should be more "smart" setup automation features inherent to CD functionality. Something like a Campaign Configuration Wizard (or utility) with toggle-able options, etc. This is noticeably missing ...

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  • Jul 28 2020
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