Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Customer trigger not getting triggered in Journey

Posted on by 49
Hi Team,

About me, very new to D365 Customer Insights. Currently playing around with Trail version.
Issue here is , I am creating a trigger based journey to send email(Welcome letter) whenever a new contact is created.
Created email, Created new trigger pic shown below, But journey is not been triggered when I create a new contact. 
Might be wrong ? What else I might be missing in it.

Thanks in advance!


  • Sasi Bridzet Profile Picture
    Sasi Bridzet 49 on at
    Customer trigger not getting triggered in Journey
    Thank you @Leah Ju
  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Customer trigger not getting triggered in Journey
    Hi Partner,
    In the trigger, you need select ‘contact(via self)’ option.
    Email will be sent to the contact who new created.
    Like this:
    If you want to your trigger can work, you need ensure that 'Account name' lookup should be populated with contact.
    --The email will be sent to this contact--Leah when the 'Contact 001' record crated.

    I hope you can mark my answer verified if it answer your question! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

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

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,101 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,908 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans