Create the message
Use email templates and web content to communicate with the audience you want to reach.
A Click partner product / Click Marketing Automation
Make the next message mean more.
For marketing teams using Dynamics 365 who want to connect emails, forms and campaign journeys with customer records. Click provides the software; Nemely helps you plan the setup, prepare your team and agree the handover to sales.
Software by Click. Implemented and supported by Nemely.
A few organizations we've worked with
Connected campaign planning
Work from the customer information you already know.
Click adds email marketing, forms and campaign automation to your Dynamics environment. Leads, contacts and their recorded interactions provide context for the next communication.
Nemely helps you define the audience, messages, response handling and the setup your team needs. We agree the configuration, training and support to include, and confirm product licensing and Microsoft requirements in the proposal.
What it adds
Build a connection from interest to action.
Respond to interest
Design campaign paths around relevant interactions, such as a form submission or a click on an email link.
Learn from activity
Review recorded email and web interactions to understand what happened after a campaign went out.
Inside campaign automation
Give each journey a reason to move forward.
The campaign builder connects triggers, actions and timers into a sequence. A decision can send participants down different paths according to the interaction or information you choose.
Nemely helps you map the intended journey first, then check the entry rules, message timing and follow-up before launch.
Your campaign with Nemely
Launch something your team can keep improving.
A campaign needs practical decisions about audience quality, email design, website forms and the way subscriptions are managed. Nemely brings the configuration and the marketing workflow into the same implementation discussion.
Start with one useful journey. Make its intended outcome clear, test the experience and review the response with the team responsible for acting on it.
Choose the first journey
Agree the audience and purpose, such as an event invitation or a follow-up after an enquiry.
Prepare and test
Configure the relevant content and entry rules, check subscription handling and test the messages and paths.
Review the response
Look at campaign activity, discuss the handover with sales and agree the next improvement.
The sales handover
Agree what happens when someone raises a hand.
Forms can capture enquiries into CRM, and recorded engagement can inform follow-up. The useful question is what your team should do with that signal.
Nemely helps you agree which responses need attention, who should handle them and what customer context they need.
A customer responds
Marketing context
- Enquiry details
- Relevant campaign activity
An agreed sales routine
- Assign a follow-up owner
- Prepare the next conversation
Example operating model for discussion. Follow-up rules and responsibilities are agreed and configured for your business.
FAQs
Get the details right before the first send.
We use the demonstration to connect the product to your actual marketing work, data and Microsoft environment.
Is this a Nemely-developed product?
Click develops the software. Nemely is a ClickDimensions partner providing onboarding, installation, configuration, training and support. We agree the implementation work and responsibilities with you.
What can we start with?
A focused first scope could cover email templates, an enquiry form and one follow-up journey. We agree the audience, required information, mailing preferences and response ownership before configuring it.
Can we use our Dynamics 365 customer information?
Click connects marketing features with Dynamics customer records, including leads, contacts and recorded interactions. We review your environment, data model, Microsoft licences and deployment requirements to confirm a suitable setup.
What should we bring to a demonstration?
Describe a recent campaign, who it was intended for and what follow-up you wanted to happen. Tell us which Dynamics applications you use. We can demonstrate a relevant journey and discuss the configuration, training and licensing to consider.
How is Click Marketing Automation different from Click CRM?
Click Marketing Automation focuses on emails, forms, campaign journeys and recorded engagement. Click CRM manages accounts, contacts and sales opportunities. We can discuss either product or a combined setup, with the selected products and handover between marketing and sales confirmed in your scope.
What affects the cost and timing of setup?
We confirm the Click subscription and Microsoft licensing requirements alongside Nemely’s implementation work. The scope depends on your environment, data, templates, forms, journeys, training and ongoing support. The proposal identifies what is included and what would require additional work. The launch plan also depends on content approvals, data readiness and time to test the selected journeys.
