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Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

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Posted on by 517

Hi, 

Is it possible to add dynamic content such as order product lines in a marketing welcome email, thereafter within a journey send emails to upsell\cross sell based on previous orders? 

Cant see anything that would help me via google. 

Thanks 

  • Suggested answer
    Alexadkin Profile Picture
    Alexadkin 517 on at
    RE: Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

    Thanks for the assistance

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

    Hi Alexadkin,

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

    Hi Alexadkin,

    I am afraid that currently suggestion functionality was not supported by marketing email.

    You could take a look for how marketing email works in Dynamics 365 Marketing.

    https://docs.microsoft.com/en-us/dynamics365/marketing/prepare-marketing-emails#how-marketing-email-works-in-dynamics-365-marketing

    If you have any feature request, welcome to go to Dynamics Marketing Ideas forum to submit your idea.

    Regards,

    Clofly

  • Alexadkin Profile Picture
    Alexadkin 517 on at
    RE: Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

    Hi Clofly,

    this is great i will look at the suggestions, as ideas on how to send alternative emails based upon purchased product A now after a time period send emails suggesting product B etc, can this be achieved.

    Thanks

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Add Order Information to Marketing Emails & and upsell \cross sell based on previous purchases

    Hi Alexadkin,

    Currently only entities which are directly associated with contact can be retrieved and shown in dynamic content.

    Therefore, we can only show orders belong to contact in marketing email, whereas product lines of order couldn't be shown because they are not directly associated with contact.

    You could create custom field to Order entity to save its child product line records.

    e.g: I have an order whose customer is Clofly.

    pastedimage1603785412417v1.png

    We take following steps to show the order in marketing email.

    1. Sync the Order entity to marketing insights service by following the tutorial below:

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

    2. Create a dynamic segment which is based on Order entity, copy the correct relationship name.

    0574.JPG

    3. In marketing email, use for-each loops to step through orders that are related to current contact/recipient.(Relationship between Contact and Order is one to many.)

    pastedimage1603785834220v2.png

    {{#each contact.salesorder_contact_customerid}}
    
      {{this.name}}
    
    {{/each}}

    Result:

    pastedimage1603785927046v3.png

    To show order product lines, you could create a text field to Order entity, use flow to retrieve its child product lines and set them to the custom field. 

    (Suggestion: In flow, when appending each product line record to the field, use <br> tag to separate each record. Then <br> tag will be rendered as line break in email content.)

    Regards,

    Clofly

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