Ideas - ClickDimensions Marketing Automation for D365

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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

  • Guest
  • Jul 28 2020
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Campaign Automation
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  • Mary O'Sullivan commented
    December 11, 2023 13:10

    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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