Looking for a way to engage your audience that you may not have tried before? Interacting with your Microsoft Dynamics Account records via the ClickDimensions campaign automation tool might just do the trick.

Automating how you interact with your Account records is beneficial to you and to your customers. It increases and improves your efficiency, proactivity, reliability and reactivity to tasks, customer requests, overall engagement and more. Account loyalty can be built or maintained by tailoring a campaign automation path to your customers.

Whether for marketing or transactional purposes, a customer can be attended to immediately when the action item is tied to a campaign automation. They no longer need to wait on you for the next task to occur, whether that’s sending an email, marketing list changes, updating account data or countless other actions. Tasks or action items can be joined together where they can occur at the same time or one after another in the timeframe you decide.

Let the automation do the work for you. Think of all the processes, business needs, or sales and marketing tasks that could be automated. Set one up to run either automatically based on an action occurring or manually when a team member deems fit. From there, your account campaign automation participants can follow dynamic paths that you have previously set up. You’re able to follow their journey just by them entering the automation.

That’s because the journey your account is taking in the automated process. No more disjointed processes occurring separately and having to view different entities to piece together their path. You can see how and when the account member entered an automation, then follow their path as they interact with you and your content.

Here are four ideas for ways that you can start incorporating your accounts into your favorite automation tool. The account record email field value is targeted.

  1. Emailing Accounts – Use the Email Interaction Trigger or Send Email Action to send a ClickDimensions email to the email address on an Account record.
  2. Add or Remove to Account Marketing Lists – Use the Added to List or Removed From List Triggers and the Add to List or Remove from List Actions to add or remove accounts from Dynamics marketing lists. Those lists can either start an automation or be an action within it.
  3. Manually Add Account – Use the Manual Add Trigger when you want to add a specific account to an existing campaign automation with a touch of a button, that will then have an automated path for the account participant to go through.
  4. Use Account Fields – Use the Field Updated Trigger and Update Field Action to have an account either start an automation via a specific account field being updated or to have a specific field updated on the participant’s account record after a path step is reached.

Happy Marketing!