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Customer experience | Sales, Customer Insights,...
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Custom SMS Channel for D365 Marketing

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Posted on by 905

Hello everyone,

I have followed this amazing blog by d_radulova regarding Custom Tile in the customer journey, and I have also followed MS documentation.

(+) Custom Touch point (Custom Tile) in customer journey in less than 10 minutes - Marketing Community (dynamics.com)

I was able to create the custom tile successfully as it is showing in the below screenshot:

CustomerJourney.PNG

The purpose of that Tile is for an SMS Channel.

The issues that I am facing are the below:

I created a segment and added two contacts inside these segments where I configured the compliance field to the "donotphone" field in the contacts entity and changed it to "Allowed" for those two contacts.
I am using the donotphone field in the XML compliance field configuration file.

When I have published the customer journey I see that two contacts were successfully processed. However, in the custom channel view nothing getting created for those two contacts in order to trigger a workflow and send that SMS.

CustomChannel0.PNG

So I am not getting any error to troubleshoot and investigate to understand why no records are being created in that custom channel entity.

Have you ever faced the same issue? If so, what might be the reasons for that?

Any help will be highly appreciated.

Thank you!

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    29,060 on at

    Hi,

    The link you provided contains some images which cannot be loaded normally.

    Maybe you could refer to the following articles to check your steps:

    Build a custom channel for Dynamics 365 for marketing - Cupofdev - A blog by Morné Wolfaardt

    Or just share some pieces of code snippet to me.

  • EBMRay Profile Picture
    905 on at

    Hi Nya,

    Thank you for your response.

    I have also checked the article you mentioned it was very helpful. However, I am still encountering the same issue.

    Please fine below the code snippet of the XML configuration, CSS Code and the solution created:

    
    
    
      
      
      
      
      
      
      
      
        
        cr848_etisalatsms
        cr848_etisalatsmses
        cr848_name
        donotphone
        
        
        668A4701-311F-4ED2-9329-0B8B602D5F9A
        
        D4990BB4-C480-44F7-BA89-63FBB016EA1D
      
      
      
        
          
            
            
            
          
        
        
          
            
            
            
          
        
        
          
          
            
            
            
          
        
      
      
      
        
        
        
      
      
      
        
        
        Etisalat SMS Channel
        
        [Custom Tile tool tip]
      
    
    @font-face {
        /* The font-family name should be unique. Recommendation: use the config (XML) file name generated without the file extension */
        /* Assuming the config file name is 
    sample_SpecialTileCustomerJourneyDesignerTileConfig.xml so the example uses 'sample_SpecialTileCustomerJourneyDesignerTileConfig' below*/
        /* format: font-family: '' */ font-family: 'sample_SpecialTileCustomerJourneyDesignerTileConfig';
        src: url('data:font/opentype;base64, ') format('woff');
    }
    
    /* The fileNamePrefix is determined from the configuration (XML) file name: 
    CustomerJourneyDesignerTileConfig.xml */
    /* Example: config file 'sample_SpecialTileCustomerJourneyDesignerTileConfig.xml' */ /* Then the prefix is 'sample_SpecialTile'*/
    
    /* format: SymbolFont */
    .sample_SpecialTileSymbolFont {
        /* font-family value defined in the font-face directive */ font-family: 'sample_SpecialTileCustomerJourneyDesignerTileConfig';
    }
    
    /* format: ::before */
    .sample_SpecialTile::before { /* your tile icon code */
        content: "\26A1";
    }
    
    /* format: #libraryElementCustom_  > span.lib-iconContainer */
    #libraryElementCustom_sample_SpecialTile > span.lib-iconContainer { /*background color for your tile icon in the library panel*/
        background-color: #0072c6;
    }
    
    /* format: .Custom_ span.tileImageWrapper */
    .Custom_sample_SpecialTile span.tileImageWrapper {
        /*background color for your tile icon in the library panel*/ background-color: #0072c6;
    }
    
    /* format: .Custom_.tileOutline.selected */
    .Custom_sample_SpecialTile.tileOutline.selected {
        /*Color for border; Rendered when your tile is selected*/ border-color: #0072c6;
    }
    
    /* format: .Custom_.tileLeftBorder */
    .Custom_sample_SpecialTile.tileLeftBorder {
        /*Color for left border rendered on the tile when drawn on canvas*/ border-left-color: #0072c6;
    }

    CustomChannelSol.PNG

    In addition, the below screenshot shows that the contact that is inside the segment and where the customer journey was processed has no insights:

    JulienAnid-_2D00_-Insights.PNG

    So this is really strange why it's not working and not also giving any error at all.

    If you need any other information please let me know.

    Looking forward to your response!

    Best regards,

  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Have you tried to replace "sample_" in your code with "cr848_"?

    In the both two examples, the prefix is kept consistent throughout.

  • Suggested answer
    EBMRay Profile Picture
    905 on at

    Hi Nya,

    Thank you for your reply.

    I have raised a ticket to MS Support and the problem was not from the configuration files, it was from the Marketing App itself because it was outdated and that's why the records were not created in the custom channel activity entity.

    Now the issue has been resolved.

    Best regards,

    EBMRay

  • Nya Profile Picture
    29,060 on at

    Hi EBMRay,

    It is great to hear that the issue has been solved.

    Thanks for your sharing!

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