Ideas - ClickDimensions Marketing Automation for D365

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Email Send Clicks and Their Owners

We are trying to find an easy way to see the contact name who clicked on a link on our email sends, the account they are under, and the owner of that account.

I can see the "Link Recipients" page on the export clicks function, and I can see the contact column which is populated, but the account column is not.

I have emailed support and they said that as of now, there is no way to export the following information about those who clicked on the email:

Contact name

Account that the contact is under

The owner of the account

The account status.

Is there any way to create this feature so we can easily export this data to distribute to our team?

Thanks.

  • Guest
  • Jul 28 2020
Email Marketing
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  • Lea Hassoun commented
    August 16, 2022 14:49

    Hi,

    This can be easily achieved by updating or creating a CRM view on Email Events, adding any of the columns (data) you wish to display and then use the export to Excel button.

    Regards,

    ClickDimensions Product Team

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  • Ashlea Williams commented
    August 16, 2022 14:33

    Agreed, we need a way to easily export this information.

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  • +1

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