Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions Product Management Team below.

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Information about the Product Ideas portal can be found in this support article.

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ClickDimensions should not send emails to Inactive records

Correct me if I'm wrong, but the current situation is that ClickDimensions does not look at the status of a Contact or Account when it sends emails to the recipients of an Email Send. Contacts or Accounts that have been deactivated remain member of any Marketing Lists that they are in (this is default Dynamics CRM behaviour), and they will receive the email just like any active members of the same List(s).

I believe that, when a Contact or Account is deactivated, it means that the user does no longer consider it relevant, and ClickDimensions should exclude them when it sends the email.

If anyone has a good reason to keep sending emails to inactive Contacts or Accounts, maybe ClickDimensions can add a button to the Email Send record that gives the user the choice of excluding inactive records or not?

Anyone else feels the same?

Thanks

Joris

  • Joris Vanderlinden
  • Jul 28 2020
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  • Lea Hassoun commented
    25 Jan, 2022 10:38am

    Hi Joris,

    In our release version 10.11, we have added the ability to select how our solution will interact with inactive Lead and Contact records. To access these options, you will need to navigate to the ClickDimensions Settings page, then select the "Inactive Contact and Lead Settings". See our Support article here for more info : https://support.clickdimensions.com/hc/en-us/articles/360054521452-Inactive-Contact-and-Lead-Settings

    Regards,

    ClickDimensions Product Team

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