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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Real-time marketing customer journey: email open and specific email link

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Posted on by 9

Hi!

I am currently building out a customer journey and have run into a specific issue regarding the if/then (email open/specific email link click) element. I would like to send an email to a customer, and then from this email create an if/then branch specified to email open. From there, if the customer opens the email I would like to add an element to then determine whether a specific email link was clicked on or not. The issue I'm encountering is that it does not seem to be possible to add an if/then branch for email open and then follow with an if/then for specific email link on the yes branch as it does not directly follow the email. Is there a work around or solution to being able to use these features consecutively? 

I have the same question (0)
  • Sayen Zhang Profile Picture
    on at

    Hi partner,

    It is available to add an if/then branch for email open and then follow with an if/then for specific email link on the yes branch.

    Here is a simple customer journey:

    pastedimage1681466274487v1.png

    There is no error when we go live the customer journey.

    pastedimage1681466457081v2.png

    If you have any questions, you can also reply to let us know. Thank you!

     

    Best Regards,

    Sayen Zhang

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Lauren24 Profile Picture
    9 on at

    Hi thanks for the answer! I am in real-time marketing though and not outbound, is there a way to make this possible in real-time?

  • Baggie99 Profile Picture
    30 on at

    HI Lauren

    We are encountering the same issue. Did you manage to find a solution?

  • Suggested answer
    Sayen Zhang Profile Picture
    on at

    Hi partner,

    Sorry for my late.

    If you want to create an if/then branch for email open and then follow with an if/then for specific email link on the yes branch, you can create a real-time journey based on segment.

    Here is a simple demo:

    pastedimage1682301873409v1.png

    You can also refer to this link: Create a segment-based journey (Dynamics 365 Marketing) | Microsoft Learn

    Best Regards,

    Sayen Zhang

  • Baggie99 Profile Picture
    30 on at

    HI Sayen

    Thanks for the feedback. I have tried that but still have no option to use Email Link opened. In the second branch i can only select a trigger

    pastedimage1682320264054v1.png

    Can you elaborate further please?

    Brad

  • Sayen Zhang Profile Picture
    on at

    Hi Brad,

    Yes, we need to select a trigger to trigger the event that the email link is opened.

    pastedimage1682325563869v1.png

    We can also set conditions for the trigger under Wait for.

    Best Regards,

    Sayen Zhang

  • Baggie99 Profile Picture
    30 on at

    Hi Sayen

    Would this be a custom trigger that needs to be created for the email link opened? I dont see the out of the box trigger for email link clicked?

    Brad

  • Lauren24 Profile Picture
    9 on at

    Thanks for the feedback! If I do create a custom trigger as shown above, will this trigger only work for one specific email link clicked and therefore I would need to create a new trigger every time for different email links?

  • Sayen Zhang Profile Picture
    on at

    Hi partner,

    Yes, this is a custom trigger. We don't need to create a new trigger every time for different email links.

    Here is a reference link: learn.microsoft.com/.../real-time-marketing-custom-triggers

    Best Regards,

    Sayen Zhang

  • ADP Profile Picture
    7 on at
    Hi Lauren did you find a solution to this problem? I'm facing the same situation.
    Thanks 

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