Skip to main content

Notifications

Announcements

No record found.

Customer Insights - Journeys forum
Answered

Adding to a customer journey once live

Posted on by 17

Hello, Does anyone know how I can add action blocks like wait... and new emails to a live customer journey? 

Even if I stop it I cant see the option to edit it.

Thanks,

Becca

  • Carrie Garner Profile Picture
    Carrie Garner 60 on at
    RE: Adding to a customer journey once live

    Just make sure to follow this article:

    learn.microsoft.com/.../email-expire

    It's a very specific thing, not just deactivating the email.

    "Any contact who enters an email tile after its expiration date has passed will pass through the tile without being sent the message. In other words, any contact who enters an email tile after the expiration date will not receive any message produced by the expired email tile and will continue to be processed by the subsequent tiles."

    Hope that helps.

  • UniMarketer Profile Picture
    UniMarketer 17 on at
    RE: Adding to a customer journey once live

    Thanks for this I like the idea of deactivating an email so that will stop it going if no longer needed

  • UniMarketer Profile Picture
    UniMarketer 17 on at
    RE: Adding to a customer journey once live

    Yes thanks! Good suggestions. 

  • Leco Lv Profile Picture
    Leco Lv on at
    RE: Adding to a customer journey once live

    Hi partner,

    Did my answer help you?

  • Verified answer
    Carrie Garner Profile Picture
    Carrie Garner 60 on at
    RE: Adding to a customer journey once live

    Hi UniMarketer

    Unfortunately no, on Outbound Marketing you can't add any blocks to a live or stopped journey. You can only edit times, scheduling, split percentages, and do things like replace the email or segment. The outline or map of your journey is always going to be what it is. Some tips for emails you don't want to send: expire them. And as a rule, I ALWAYS add a wait block at the start of a journey, just an hour or so, so that you can go live and have a chance to stop and recreate the journey if needed.

    As far as I know, Realtime Marketing allows you to edit everything and create new versions, but I think only new contacts will go down the new journey. 

    Good luck!

    Carrie

  • Verified answer
    Leco Lv Profile Picture
    Leco Lv on at
    RE: Adding to a customer journey once live

    Hi partner,

    If I guess correctly, you want to modify the customer journey after it goes live and add new wait actions and new emails.

    Unfortunately, action blocks cannot be added after Customer Journey is live. But it is possible to change the content of the tiles, e.g. email. you need recreate the customer journey. Here is a suggestion to recreate the customer journey.

    1.Stop the customer journey
    2.Save customer journeys as templates
    3.Start new customer journeys based on templates
    4.Add required tiles
    5.Restart the customer journey

    Re-create the segment if needed to filter out contacts that were handled in that customer journey.

Helpful resources

Quick Links

Dynamics 365 Community Update – Sep 16th

Welcome to the next edition of the Community Platform Update. This is a weekly…

Announcing Our 2024 Season 2 Super Users!

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

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,339 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,177 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans