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Session Id : ASh73ilkUSfgPNnlXqafre
Customer experience | Sales, Customer Insights,...
Answered

Can we send a remainder email in customer journey based on event date

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Posted on 29 Oct 2020 07:39:49 by 105

Requirement is to send remainder emails 1 day before the event and also on the event date. I dont see an option to retrieve the event date in customer journey so as to configure a remainder based on event date instead of using wait x hours.

Please let me understand how this can be achieved.

  • Tez Profile Picture
    105 on 29 Oct 2020 at 16:45:09
    RE: Can we send a remainder email in customer journey based on event date

    Thank you for the response. I shall try this soon and keep you posted.

  • Verified answer
    cloflyMao Profile Picture
    25,202 on 29 Oct 2020 at 10:47:15
    RE: Can we send a remainder email in customer journey based on event date

    Hi Tez,

    You could refer to following approach:

    1. Create a custom channel tile: create a custom entity and add a lookup field(the source entity is Event) to the custom entity.

    From beginning, please take some time to learn about what Custom Channel is.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-customer-journeys-custom-channels

    Those two articles are composed by community member, which would be easier than the documentation to understand Custom Channel and how to create it.

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

    When a custom channel activity record is created, we can get following important information from its fields data.

    Entity ID: ID of corresponding custom entity record.

    Contact (Value): ID of contacts who went through custom journey.

    Customer journey (Value): ID of the customer journey which generates the custom channel activity.

    2. Create a flow on creation of Custom Channel Activities.

    Action 1: use Contact (value) of the custom channel activity to retrieve contact.(First Name, Email address)

    Action 2: use Entity ID to retrieve the corresponding custom entity record, due to the record will be associated with a specific event, therefore, we can get event ID from it.

    Action 3: use event ID from the custom entity record to retrieve event information(Name, Start Date)

    Action 4: Before sending reminder email, add "Delay..until" action.

    In screenshot below, "Get a record" is used to retrieve the event.

    Therefore, I use such expression to get the last day before the event start date.

    addDays(outputs('Get_a_record')?['body/msevtmgt_eventstartdate'], -1, 'yyyy-MM-ddTHH:mm:ssZ')

    By doing that, the flow will delay until 1 day before the event start date, then reminder email will be sent to contacts.

    34.JPG

    The whole process is bit complex, if you had encountered any trouble, please feel free to ask question.

    Regards,

    Clofly

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