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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Ensuring that our products address the needs of our customers is important to ClickDimensions. 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 ClickDimensions Intelligent Dashboards please go to this link.

Import Subscription Preferences to ClickDimensions

Hi CD

I have just discovered that the only way of updating a customers subscription preferences is by manually go through the subscription management page and enter the preferences one by on.

This Means that if our customers wants to update their Contacts and Leads subscription preferences, then they have to go through all of their Contacts and Leads and update all of the news letter preferences. I have a customer WHO have 2000 Contacts with up to 12 different preferences. And another customer WHO have 2.000.000 Contact with up to 40 preferences.

as you probably can imagine, they would like that when a Contact og Lead wants to update their subscription preferences, then we would like that the subscription management page is updated with our knowledge already from the first time when the Contact or Lead are clicking on our subscription link in an email.

I would surgest that it would be possible to send you an Excel file to import, og that it would be possible from CRM to push subscription preferences data from CRM to CD, so that the CD database is updated.

Regarding

Ludvig / Alfapeople

  • Guest
  • Jul 28 2020
  • Already exists
  • Attach files
  • Jane Davies commented
    23 Nov, 2021 05:56am

    Sure, you can do this if you're using the Opt In method but not the Opt Out method.

  • Dale Price commented
    19 Aug, 2020 01:02pm

    Thank you Carl for taking the time to add this update and reference! The Import Tool does indeed support this capability.

  • Carl Johansson commented
    14 Aug, 2020 10:53am

    Hi Ludvig!

    We have actually done this and imported all the preferences via the Importing tool:

    https://support.clickdimensions.com/hc/en-us/articles/115001167274-ClickDimensions-Import-Tool

    We did one import/subscription list.

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