Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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.


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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to ClickDimensions Intelligent Dashboards please go to this link.

Opportunities and Campaign automation

Hi

It will be great to have the ability to query information on Opportunities for the decision nodes on the Campaign Automation.

For example if a contact or a lead has an opportunity and this opportunity gets to certain stage an email template is sent but if after certain time this opportunity is still in other stage then a different template is sent or a call is created

Thanks,

Facu

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  • Jul 28 2020
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  • Mary O'Sullivan commented
    11 Dec, 2023 01:10pm

    Hi Facu,

    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. Having the ability to create a Segment by using the the related entity (Opportunity) should solve this use case.

    Regards,

    ClickDimensions Product Team

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