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

How to create a workflow to report Subscription Centre - Preference changes

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Posted on by 343

Hi,

New to Dynamics 365 workflows.

We have customer journey with an option to ask if the customer is interested or not interested in certain services we provide.

Is there anyway by adding a trigger of some sort that tells us when the customer changes their preference???

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Chris,

    If the option is a form field and mapped to a field of Contact entity, you can trigger the workflow on update of Contact entity and on change of that field.

    pastedimage1604973922027v1.png

    However, currently workflow couldn't capture update event from submission of subscription center form, in other word, it will monitor update operation of all contact records.

    Therefore, you could refer to another approach: collect submissions with customization.

    1. Create a custom entity to save submissions from subscription center, it may has following fields:

    Submitted contact(Lookup)

    Submitted Value(Multiple Lines of Text)

    2. Create a HTTP Request Trigger in Power Automate to collection submitted data, then creating custom entity record with the data.

    https://d365demystified.com/2020/07/29/accept-http-requests-in-a-flow-and-send-response-back-power-automate/

    In the flow, use first name and last name to query match contact, then set Submitted contact field to the contact.

    3. Call the trigger at submit event of form, capture value of fields with javascript.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/marketing-form-client-side-extensibility#examples

    Finally, each submission will be logged, and you can produce a report base on those records.

    (Marketing form has an option to store form submissions, however, it only works for landing page form.)

    Regards,

    Clofly

  • Chris1968 Profile Picture
    343 on at

    Hi Clofly,

    Thanks for your reply and sorry it's taken me a few days to respond.  As I said I'm new to Dynamics and taking over from someone else who built the environments.

    I believe that this option is mapped.  Where would I find the table to apply this option?

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Chris,

    You can find all mapped fields in Marketing templates > Form fields.

    pastedimage1605520532174v1.png

    Please read the following article to learn about what form field is.

    https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-fields

    Regards,

    Clofly

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