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 action based on Survey answer

Hi CD

It would be very nice if we had the option to choose different action under series, based on the Survey answer.

And it woulb even more nice, if it was possible to choose between different Survey questions, to set up our Campaign Automations.

 

Regarding Ludvig

 

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  • Jul 28 2020
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  • Mary O'Sullivan commented
    12 Jun, 2023 11:37am

    Hi Ludvig,

    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 any related entities including Survey questions and answers.

    Also another way to achieve this is within Campaign Automation you can use a Decision Node to decide next step in your journey.

    Regards,

    ClickDimensions Product Team

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