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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / send double opt in ema...
Customer experience | Sales, Customer Insights,...
Answered

send double opt in email after a lead got qualified

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Posted on by sdnd2000 2,510
Hi, I have a marketing form set up on leads, it will be creating a lead after submission, question: how can we send the DOI email after the lead is qualified and contact got created? please advise.
Categories:
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Vahid Ghafarpour Profile Picture
    Vahid Ghafarpour 12,204 Super User 2025 Season 2 on at
    create a customer journey that triggers the DOI email.
    Create a segment that identifies contacts who were recently created or updated after a lead qualification. You can use filters to target specific criteria.
    Add an email tile to the customer journey and link it to your DOI email template.
    And after that use Power Automate to automate the process. Create a flow that triggers when a lead is qualified and a contact is created. The flow can send the DOI email using the Dynamics 365 Marketing connector.
     
  • Verified answer
    Krishna Acharya Profile Picture
    Krishna Acharya 123 on at

    Hello sdnd2000 

    To send a Double Opt-In (DOI) email after a lead is qualified and a contact is created, try:

    1. Power Automate Flow:
      • Trigger: When a Lead is Qualified and a Contact is Created.
      • Action: Send DOI email via Customer Insights - Journeys or Power Automate.
    2. Customer Journey (Marketing Module):
      • Trigger an email campaign when a new Contact is created.

    If my response is helpful, please mark it as Verified.
    Thank you!

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