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Marketing email that contains Portal Invitation

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Posted on by BBaker32

We have the button in CRM to send a contact a Portal Invitation. We also have used triggers in the Customer Journey to kick off the Send Portal Invitation workflow based on something the contact does.

What we would like to do is this:

Create the email for the customer journey
Create the segment based on customers not registered on our portal
Create the Customer Journey to send the email that includes the Portal Invitation code in it for each contact that it goes to.

Right now, our journey would be sending the customer an email, waiting for them to open it, then use the trigger to kick off the workflow to send them a portal invitation if they clicked the link in the email.

We want to make the process smoother and easier for on-boarding new contacts to our portal.

Thank you.

Brandon

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cloflyMao 25,210 on at

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Hi Brandon,

It seems that currently you are using activity email to send invitation code, right?

If so, you could try following approach to contain the invitation code in marketing email.

1. Sync Invitation entity to marketing insight service:

https://docs.microsoft.com/en-us/dynamics365/marketing/mkt-settings-sync

2. Due to relationship between Contact and Invitation is 1:N, thus we can retrieve all related invitation records of current contact with "for-each loops" of dynamic expression,

and add them in registration URL as parameter.

I also add a condition statement to only display new invitation.

Hi {{contact.firstname}},

Please check your event invitation:
Click to register

3. Test

When user clicks "Click to register" link, a new tab will open for registration page.

Regards,

Clofly

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BBaker32 2 on at

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I thin you are close with this. The invitation is for being a contact on our portal, not for an event. When they are users on the portal, they get assigned Web Roles and can see information about their account in CRM (quotes, etc).

So here's the workflow that we use right now from a contact (using a Flow)

Also, we can create the invite from a contact:

Or using a Flow:

So instead of creating the invitation when we interact with a contact (they call us, etc), we want to try to get them on our portal so they have access to all their data asap. Essentially I want to mass email everyone their code to redeem to gain access to our portal.

Hopefully that helps explain better what we are trying to accomplish.

Brandon

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cloflyMao 25,210 on at

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Hi Brandon,

Thanks for sharing your process.

Could you tell me the current question or challenge you're facing?

As per my understanding, would you like to send marketing email via workflow directly?

If so, currently we are only able to send marketing email with customer journey or test send.

Regards,

Clofly

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