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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Send e-mails to second...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Send e-mails to secondary e-mailaddress of the contact

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Posted on by AB-16051251-0 50
We would like to reach contacts via the email address they used to create a login for our portal. So we are going to keep track of the email address that contact uses to access our portal in an extra field on the contact file. This is not always the same email address as their professional email.   So we would also like to email these contacts, but to the address of that login to inform them about our portal. Putting those contacts in a segment is no problem, but getting the email to arrive at that login email address is not possible. Does anyone have a solution for this?

We don't want to create extra contacts because, given that the first and last names are the same and sometimes the email address of the contact and the login are also the same, we will keep getting duplicate notifications.
 
 
 
Categories:
Dynamics 365 Customer Insights - Journeys
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  • Assisted by AI
    CU08121023-0 Profile Picture
    CU08121023-0 on at
    In Dynamics 365, you can’t directly send emails to a custom “login” email field on the same contact record using standard segments or journeys. A common approach is to create a custom email activity in a workflow or Power Automate flow that pulls the login email from the custom field and sends the message, avoiding duplicate contacts while ensuring the portal login address receives the email.
  • Suggested answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 421 Moderator on at
    Good afternoon,

    In the Settings area under Audience Configuration you are able to select the Contact entity and change the email field from the default - however I believe this only applies to the OOTB email fields emailaddress1, emailaddress2, or emailaddress3, so it doesn't sound like this will help you if the email address that pulls through when the contact creates a login for the portal is then pulled into a custom field. 

    Alternatively, in Real Time Journeys you are able to use the CC feature when setting up the journey. Under the recipient options, you are able to send the email to additional fields on the contact record. 

    This article may also be helpful (now also available for Contacts): Send Emails Using Different Lead Recipient Fields In Journeys

    Hopefully this helps - let me know if you have further questions. 

    Kind regards,
    Fiona
     

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