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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / A form is completed wi...
Customer experience | Sales, Customer Insights,...
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A form is completed within an email.. so the customer journey continues

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Posted on by Dan_the_chiwi_man 25

Hi everyone,

Greetings from NZ. 

I am very new at this, hence this question might have a very easy answer...

I am working on a customer journey that involves sending an email, with an embedded form.

Is there an automatic way to know whether the person completed the person completed the form so the journey can continue automatically, without me having to manually check whether the form has or not been completed?

Thanks heaps

Dan

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  • Verified answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi,

    Please add the form as an element of the email in the customer journey.

     pastedimage1618991299513v1.png

    Then insert an if/ then tile into the journey and set the form as the condition of the tile.

     pastedimage1618991306819v2.png

    It allows you to decide which step to continue according to the visits or submissions to the form by the contacts.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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