Hello,
I have created one customer journey which launches the mail and on that mail there is one link. After clicking that link user redirects on one landing page where he fills the form and submit it. It is happening properly. Issue started here now.
I have created one workflow on entity Marketing Form and tried to send the submitted data in email to admin but facing so many issues.
Please suggest any proper video tutorial for D 365 Marketing module including Form submission, email and other workflow.
Thanks
Hi, Thanks
I will check this.
Thanks
Advait
Hi Advait,
Un-check "As on-demand process" option(1),
Trigger it when a contact record is created(2),
add IF..CONDITION check(3).
Criteria:
Create New Message step is same as previous step.
Regards,
Clofly
Hello Thanks,
How to create these workflow and how to connect it with event of form submission ?
Do it need to create on marketing form or contact? please share detail steps if possible with screenshots.
Thanks
Advait.
Hello Thanks,
How to create these workflow and how to connect it with event of form submission ?
Do it need to create on marketing form or contact? please share detail steps if possible with screenshots.
Thanks
Advait.
Hi Advait,
Sorry for I didn't give clear description.
My standalone workflow means a general workflow(not on-demand and not be added into customer journey).
This workflow will only trigger when a contact is created from a marketing form.
In addition, I'll also open a support ticket for investigation and give you feedback once I get any reply from them.
Regards,
Clofly
Yes. Everything is new and standalone. One Journey_One Mail_One Page_One Form_One Workflow.
In another words not used anywhere else.
Still in the system job for this Workflow I could see old contracts in regarding coloum.
Thanks.
Hi Advait,
From your description, do you mean that you also associated the new standalone Workflow to new customer journey?
Regards,
Clofly
Hello cloflyMao
I have created new customer journey in association with
No one yet submitted the form but in workflow system job it is showing that workflow run for three users which are already in contact list.
Hope it will helpful input for you to identify the issue.
Thanks
Advait
Hello,
Thanks for the response and link shared.
I have applied a standalone workflow for one of our campaigns expected to launch in next two days.
I will check results of those if it is something like the one workflow one journey concept.
My journey is;
Segment > Marketing Email > Trigger ( Click the Link to open landing page ) > Landing Page / Form > Trigger ( Form Submitted ) > Workflow ( To send an Email containing submitted data to Admin )
I think, ideally, it should not be a One Form / Landing Page - One Journey - One Workflow concept.
Well, let me know if you got anything on this front.
Thanks
Advait
Hi Advait,
I reproduced your issue but I didn't find more details about how does customer journey process work exactly.
It might be as you said, same workflow in different customer journeys. Have you tried a standalone workflow to test?
You could open a support ticket for help:
https://admin.dynamics.com/?referer=mbssupport
Regards,
Clofly
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