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Marketing Module and Workflow

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Posted on by 10

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.

  1. Workflow created on entity Marketing Form is not displaying in Workflow option customer journey tile
  2. Workflow created with Contact is executing some time and some time no mail triggers
  3. No option 'TO' in 'send mail' of workflow 
  4. How to set workflow if I want to send submitted data in form to admin in email ?
  5. Do email workflow takes long time to execute ?

Please suggest any proper video tutorial for D 365 Marketing module including Form submission, email and other workflow.

Thanks 

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    Hi, Thanks

    I will check this.

    Thanks

    Advait

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Marketing Module and Workflow

    Hi Advait,

    Un-check "As on-demand process" option(1),

    Trigger it when a contact record is created(2),

    add IF..CONDITION check(3).

    pastedimage1575540395000v1.png

    Criteria:

    pastedimage1575540499321v2.png

    Create New Message step is same as previous step.

    Regards,

    Clofly

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    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.

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    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.

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Marketing Module and Workflow

    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

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    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.

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Marketing Module and Workflow

    Hi Advait,

    From your description, do you mean that you also associated the new standalone Workflow to new customer journey?

    Regards,

    Clofly

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    Hello cloflyMao

    I have created new customer journey in association with

    • New Mail
    • New Landing Page
    • New Form
    • New Workflow (standalone workflow)   and Send the mail to 10 people.

    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

  • Advait Profile Picture
    Advait 10 on at
    RE: Marketing Module and Workflow

    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

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Marketing Module and Workflow

    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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