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.

Profile Management Forms - Use ID to update contacts/leads

ClickDimensions Profile Management Forms are a very helpful tool but requiring that every contact must have a unique email address for it to work predictably does not fit our organization.  We have multiple contacts with the same email address, each contact is managed and owned by a different department.

Each contact does have a unique ID in Contact ID, why not use an ID that is guaranteed to be unique.  Currently, we end up with a lot of re-work and work-arounds to deal with this issue and it makes me very hesitant to suggest using a form to update profile data because I know the manual (and in my opinion unnecessary) work is going to fall to me.

I can see multiple applications for profile management forms within our organization but will refrain from using it until this issue is resolved.

Please don't hesitate to contact me for more information or questions.

Kind regards,

Kassam

  • Guest
  • Jul 28 2020
Forms & Web Analytics
  • Attach files
  • +3

Related ideas