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.


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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 Automation: Add 'Email Send' as an Action

I'd like to add an 'email send' draft as an action, not just 'email template'.

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  • Jul 28 2020
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  • Lea Hassoun commented
    25 Jan, 2022 10:47am

    Hi Francesca,

    As part of our release version 10.7, it is now also possible to select an email send record in the 'Select Email' field of the action in Campaign Automation. The content from the email send will be converted into a new email template with the same name and details. This means that the selected email send record itself should not be sent out and any changes to the email will need to be made in the new email template record. For more information, please read our Support article : https://support.clickdimensions.com/hc/en-us/articles/115001162393-Campaign-Automation-Send-Email-Action

    Regards,

    ClickDimensions Product Team

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