Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Customer Journey - task with Email

(0) ShareShare
ReportReport
Posted on by 509

I'm trying to create a customer journey which will set a task to email and set a phone call to a customer several times based on their response.

Do I need to assign the Email and phone number as part of a task (using a template), or should I just set the email and phone call (added to task list) to do so?


Thanks

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Customer Journey - task with Email

    Hi Lee,

    As per understanding, I would suggest the second approach.

    Because in customer journey, it is not supported to assign an email to task dynamically.

    However, please let me know if I misunderstand your requirement and it would be helpful if more details could be given.

    Regards,

    Clofly

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

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,031 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,868 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans
Liquid error: parsing "/globalsearch/?q=is+tejas+addagarla+not+working+with++intel+austin+texas+USA+presently" - Nested quantifier +.