Software
Services
Partners
Resources
Company
Create. Plan.
Automate. Protect.
-
Create your Message. Use Click’s new email builder to create a compelling, targeted message for your recipients.
-
Plan your Journey. Decide which actions you want to trigger when specified interactions take place.
-
Automate your Success. Once your journey is published, your campaign becomes fully automated, and you can concentrate on building the next one!
-
Protect your Data. Click integrates natively with your Dynamics CRM, so your data doesn’t need to be pulled or pushed across different systems.
Create dynamic, customized
experiences
With Click’s easy-to-use automated journey building tools, you can design unique paths for customers and users to follow as they interact with your targeted messaging.
-
Automated outreach actions, including sending personalized emails and SMS messages, can be triggered based on your contacts’ interactions and behavior. These triggers could be viewing a specific web page, submitting a unique form or clicking on a relevant link in an email.
-
Access to Click’s AI email design tools and form builders makes it easy to create journeys that look and feel smooth and professional.
-
Enhances marketing for Dynamics by enabling dynamic segmentation and automated journeys directly within Dynamics 365 for Marketing.
Marketing is hard. Marketing
tools should be simple.
-
Drag and Drop technology allows you to build your customer journeys in a clear, easy to understand format that can be adjusted at any time.
-
Native integration with Dynamics CRM means that your data always remains clean and within your control, and there’s no need to install any third-party apps to transfer user records.
-
Strong data reporting tools allow you to visualize the number of participants currently in each stage of an automation, so you can adjust journeys based on the most effective triggers.
Keep the journey moving with
dynamic data segmentation
Dynamic segmentation considers live changes to your CRM contact or lead. As soon as a record is updated or created and meets your pre-defined criteria, they are automatically added to your journey at the correct point. This allows you to use your Dynamics prospect data to personalize your messaging at a much more granular level than standard static segmentation.
Amnesty International utilizes Click’s automated journey building software to create robust, multi-channel awareness and fundraising campaigns.
Click’s journey building tools help Amnesty International create more cohesive, multi-channel campaigns, so they can reach their audiences in a wider variety of ways, drawing more attention to their cause and improving awareness and fundraising activities. Internal alignment within the organization has improved dramatically, enabling everyone to see the same customer data and campaign performance metrics in a single, scalable and easy-to-use system.
Clean Data
allows for more personalized and more effective outreach communications, a critical part of Amnesty’s fundraising activities.
Data always remains within Amnesty’s CRM,
keeping it available, usable and updated.
Use cases
Streamline sales with nurture campaigns
Nurture campaigns are a great way to keep your brand and messaging in front of prospects without committing valuable sales resources. Marketers can easily build automated campaigns to include targeted messaging, and your sales team can nurture prospects who are not yet ready to buy. As the prospects begin to respond, a relevant stream of messages will be sent, and a variety of automated actions can be triggered basedon the prospect’s unique actions.
Improve event registration
Getting users to register for events can be a laborious task. By automating a registration journey, you can pre-define what actions happen, and when. If a recipient registers for an event after the first email, they drop into a “Welcome” email stream. If they click on an email link but don’t register, then they drop into a “Warming Up” journey. The possibilities are endless.
Enhance your user experience
Pertinent, timely, and targeted communication is easier when you develop journeys based on lead scoring. Click’s automated journey builder helps you score your prospect engagement based on specific content or interactions. You can then create a journey that is targeted, compelling and most importantly, relevant to individual contacts.
Strengthen customer retention
Do you have valuable customers that don’t quite meet the criteria of needing a designated account manager? Using Click to build a journey path that has multiple actions and touchpoints ensures that you stay in contact with your customers throughout the retention phase.
Newsletters and blogs
Need to know if those important newsletters are actually being read? By sending them as part of Click journey, you can see who’s reading them, when they’re reading them, and what they do after they’ve read them! You can use that info to create a path that encourages them to read more, prompts them to open last week’s email, or even unsubscribes them so you’re not wasting valuable resources.
FAQ
You can automate a variety of campaigns, including lead nurturing, event registrations, onboarding, retention, and multi-channel communications—all managed through easy-to-use journey builders within Microsoft Dynamics 365 for Marketing. Click extends the power of Dynamics marketing automation, enabling seamless campaign orchestration and personalization for marketing for Dynamics users.
Yes, Click is naively integrated into Dynamics 365 for marketing, providing comprehensive reporting and analytics tools. This integration empowers marketing for Dynamics users to monitor campaign performance, track customer engagement, and optimize strategies for better results, all within a unified Dynamics marketing automation environment.
Click’s automation tools use dynamic segmentation and real-time CRM data from Microsoft Dynamics 365 for Marketing to personalize messaging. This ensures each customer receives relevant communications at the right time, leveraging the full potential of Dynamics marketing automation for tailored experiences.
Click is natively integrated with Dynamics CRM marketing automation, allowing seamless access to CRM data, campaign management, and analytics directly within your Dynamics environment.
Click’s journey builder offers a drag-and-drop interface for designing automated customer journeys, enabling you to trigger actions, send targeted messages, and adjust paths based on customer behavior, all without coding!
You can automate actions such as sending emails, updating CRM records, triggering follow-ups, segmenting audiences, and managing event registrations, all based on customer interactions and predefined criteria.
Click provides templates, support articles and a comprehensive academy portal to help new users get started with campaign automation, journey building, and best practices for dynamics marketing automation.
Dynamics marketing automation refers to the suite of tools in Microsoft Dynamics 365 for Marketing that automates repetitive marketing tasks, manages customer journeys, and enables personalized outreach. Click is purpose-built for marketing for Dynamics, enhancing these capabilities with advanced automation, lead scoring, and analytics—all natively integrated with Microsoft Dynamics 365 for Marketing.
Click is designed exclusively for Microsoft Dynamics 365 for Marketing, providing a seamless user experience for marketing for Dynamics professionals. Its native integration ensures all marketing automation, campaign management, and analytics functionalities are accessible directly within your Dynamics environment.
