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.

Campaign Automation filter out duplicate participants

Currently it is possible that a single contact/lead will be added as a participant into Campaign Automation multiple times. While this may be sometimes a desirable business logic, there are many use cases for Automations that should be one-off, meaning you would never want to send the same message to the recipient twice. Since there isn't detailed data about the participation stored into CRM database, removing the possibility of duplicate entries via custom business logic development on the CRM side is very tricky.

When using Email Sends for bulk delivery of messages, the duplicates in the target groups will be automatically filtered by ClickDimensions. A similar option would be very welcome for Campaign Automation, in where the user could define if a contact/lead should be accepted as a participant into the Automation more than once.

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  • Jul 28 2020
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