Optimal way to send a post-webinar email to registrants

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Posted on by LM-21100844-0

Hi there - My workplace runs webinars via Zoom, with registrants registering using the Zoom link.

Following the webinar, we usually send a post-webinar email to all registrants with the recording and extra resources.

In our previous provider, we could create a segment by importing a spreadsheet of the registrants.

I am not sure what the optimal way to do this is with D365. It looks as if I will have to manually add people to the segment, but this does not feel like the most intuitive way forward?

Thank you in advance for your help.

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Fiona_Tiernan 386 Moderator on at

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Optimal way to send a post-webinar email to registrants

Good morning,

Is the webinar set up as an event in Customer Insights - Journeys? If so, you can mark the registrants as 'attended', and then query a segment based on contacts who attended the event.

More information on the above can be found in the below documentation under the 'Registration and attendance tab' section:
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/set-up-event

If not, out of the box, you cannot currently upload to a segment. So you would either need to manually add the attendees to your segment, or introduce a custom tag on the contact record where you can state that they attended X event, and then query on that tag instead.

There are some other ways this could be achieved including creating a custom triggers to connect with the Zoom event attendance data, but this would require custom work by a developer / consultant. More information on custom triggers can be found here.

If this was helpful, please consider marking it as verified.

Kind regards,
Fiona

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