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Campaign Automation

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Automated Marketing Campaigns for Dynamics 365

ClickDimensions enables marketers to create interactive automations based on prospects’ or users’ behaviors.

Send targeted emails to prospects in order to drive sales or generate interest in your product, and notify sales when a customer or lead shows interest through their interactions with your marketing messages.

Drag. Drop. Automate.

Begin by building a flow of triggers, timers, and actions in our drag-and-drop campaign automation builder. No knowledge of CRM is required.

With the drip campaign automation builder, design unique paths for participants to follow as they interact with your messaging.

Create lead-nurturing marketing campaigns, sales engagement campaigns, promotional or event campaigns, new customer onboarding and retention campaigns, and more… the possibilities are endless.

Animated example of campaign automation in ClickDimensions

Drip Feed Nurture Campaigns

Nurture, or “drip,” marketing campaigns are a great way to keep your messages in front of prospects without committing valuable sales resources.

Marketers can easily build automated campaigns to include targeted messaging, and sales people can nurture prospects who are not yet sales ready.

As the prospects begin to respond, a relevant stream of messages will be sent and a variety of automated actions can be triggered based on the prospect’s unique actions.

Diagram of automated campaign in ClickDimensions

Combine activities

Create series of actions that include sending emails, adding/removing participants from a marketing list, assigning users, notifying users or teams of actions, creating task activities, or triggering CRM workflows.

Launch campaigns automatically when someone interacts with an email, submits a web form, completes a survey, registers for or attends an event, submits subscription preferences, or is added to or removed from a list.

Screen grab of campaign automation example in ClickDimensions 2

Target Marketing Lists or Individuals

Once the campaign automation is built, it can be published so that users can enroll leads and contacts in automations directly from the lead and contact screens.

Leads and contacts can be added to campaign automations in bulk by associating marketing list(s) with the automation and adding leads and contacts to those lists.

Screen grab of campaign automation in ClickDimensions