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.


Thank you for taking the time to submit your thoughts!

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.

Email Send - Bring in personalization in test emails

When sending a test from the send record, that test email should at least populate the personalization data from the Email Send fields. This is a one-to-one relationship, unlike the leads/contacts. Example, ${Recipient.cdi_emailsend.cdi_fromemail[0]!""}
When the test email is received, the email should have the ACTUAL email address listed for the cdi_fromemail field on the corresponding Email Send record.

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  • Jul 28 2020
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