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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Ensuring that our products address the needs of our customers is important to Click. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.


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.

Create new Event Participants automatically when contact submit a Form.

Add a link to the Event Form on the Campaign, when a Web Content Form is created and connected to the Campaign, the Posted Form will automatically be linked to the Campaign when a contact submit.

A CRM workflow will look at all created Posted Forms, and check if the Posted Form is linked to a Campaign that contain a link to an Event. If that is the case, the workflow will automatically create an Event Participant connected to the Contact, the Campaign and the Event.




ClickDimensions Campaign form design II.docx
  • Guest
  • Jul 28 2020
CRM Campaigns / Forms & Web Analytics
  • Attach files
  • +2

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