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Can't select dynamic fields from proper relationship (Marketing emails)

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Posted on by JacquesNL

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Hi,

I am setting up D365 Marketing and creating marketing email templates. We are using the API in combination with a custom form to create event registrations. That works great.
But now I would like to e-mail these persons who registered for an event. When creating the marketing email templates I noticed when using the assist function I did not see the relationship I needed:
Event Registration -> Contact. What I did see was the relationship Contact -> Event Registration, which is the wrong one.

The bottom line is, I want to email persons who registered for a particular event with specific information regarding that event. My Segments and Customer Journeys are set on specific events, how do I configure my emails to specific events and/or event registrations?

What I want to achieve is to get the GUID in this line of code to be dynamic:

{{msevtmgt_event(1235363d-d7ab-ea11-a812-000d3a49e531).msevtmgt_eventstartdate}}

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Defne Ayanoglu on at

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RE: Can't select dynamic fields from proper relationship (Marketing emails)

Hi Jacques,

Feel free to shoot your Ideas to our Ideas Forum, and don't forget to Verify the answers that you find useful.

Thanks!
Defne

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cloflyMao 25,210 on at

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RE: Can't select dynamic fields from proper relationship (Marketing emails)

Hi Jacques,

Your workaround sounds great.

Welcome to submit any thought to Ideas forum.

Regards,

Clofly

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JacquesNL 800 on at

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RE: Can't select dynamic fields from proper relationship (Marketing emails)

Hi Clofly,

Thank you for the reply, I understand your solution, but this is not the solution because it is not variable. It is still written with a hardcoded GUID. It surprises me that this is not possible to create a variable solution.

I am trying the following workaround: Everytime a event registration is created (or the event lookup on it changes), I update the Originating Event field on the related contact with the Event lookup from the Event Registration. Then I am using the Contact - Originating Event relationship in the assist-edit to get the needed event info. Can't seem to find another way.

Thanks again!

Br,

Jacques

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cloflyMao 25,210 on at

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RE: Can't select dynamic fields from proper relationship (Marketing emails)

Hi Jacques,

The relationship between Contact and Event is 1:N, in other word, a contact may has multiple event registrations from different events, therefore, we need to loop through all associated records of current contact with #each statement,

then using a conditional statement to only show information of a specific event.

{{#each contact.msevtmgt_eventregistration_contact_msevtmgt_contactid}} {{#if (eq this.msevtmgt_event '1235363d-d7ab-ea11-a812-000d3a49e531')}}
Hi {{contact.firstname}},

The event {{this.msevtmgt_name}} will start on {{this.msevtmgt_eventstartdate}}
{{/if}} {{/each}}

Please refer to following articles for more details about explanation of relationship in assist-edit:

https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#how-assist-edit-presents-database-relationships

and how to loop through records with 1:N relationship:

https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#for-each-loops

Regards,

Clofly

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