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.

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 ...

  • Guest
  • Jul 28 2020
  • Attach files
  • +3