Ideas - Click Marketing Automation for D365

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

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Feature Request: Create Email Send from Email Template Screen

This seems obvious to me but it would be awesome if there was a button on the email template screen for "Create Email Send" and it would create an Email Send based on that template.

Right now you have to:

  1. Pull down ribbon
  2. Find Email Sends
  3. Click create New
  4. Search for template you just made

Having a quick button to load a send based on the currently displayed template would save all those steps each time.

 

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  • Jul 28 2020
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  • Lea Hassoun commented
    November 07, 2021 15:42

    Hello Melissa,

    This functionality was released in version 9.21. Now you can create en Email Send from an existing Email Template with one click on the 'Add to Email Send' button.

    Regards