Ideas - ClickDimensions Marketing Automation for D365

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Impossible to use scope on Accounts in CD and in Campaign Automation

We need additional option for ClickDimensions. It is impossible to use scope on Accounts in CD and in Campaign Automation. There are only two types of scopes - leads and contacts. Our bussiness are specified on working with other bussinesses, not b2c, but b2b. We did not find any useful abilities in using Contacts in our marketing companies. We need option to use Accounts in Campaign Automation and marketing activities, it is critically important. Thank you

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  • Jul 28 2020
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Campaign Automation
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  • Mary O'Sullivan commented
    June 12, 2023 11:58

    Hi Kasenev,

    We’ve added the ability to create a Dynamic Segment in our Release Version 2023.04. You will find the step by step instructions on how to create a Segment here, and how to use the Added to Segment within Campaign Automation here. You can now create a Segment with Custom fields associated to a Contact, Lead or Account and any related entities, this new feature it should address this use case.

    Regards,

    ClickDimensions Product Team

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