web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Unanswered

Alert when a contact starts a Journey or is added to a Segment

(0) ShareShare
ReportReport
Posted on by 13
We are currently running a pilot program where we send automated email follow ups to opportunities that meet certain criteria. In our situation the opportunity owner is not the same as the contact owner, so we are unable to use the CC functionality to alert the opportunity owner that the emails have started for a particular client. 
Our sales team members own the opportunity and do not use the marketing app so they also do not see the marketing emails in the contact timeline.
I can manually look at the members of the segment or the contacts that were sent an email, but doing that each day and sending out a list is not very efficient. 
Is there some other way to gather this information so I can make the opportunity owner aware that the journey has started?
I would also like to let them know when it ends so they can make some decision about what to do with the opportunity. 
I have the same question (0)

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 79 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans