Customer Journey - Email Response to webform submission

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Posted on by TonyaStephenson

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Based upon information found here in the Dynamics Marketing Community, I created a simple customer journey to fire off an email based upon a form submission.

I see that there's leads created on the form:

But there hasn't been any emails sent.

The email is live, and has successfully been sent as a test:

Not sure what I've done wrong, and searching every bit of documentation I can find has led me this point of asking for help.

Categories:

Marketing Pages Forms and Surveys

Customer Journey Design

Lead Management and LinkedIn

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Shayan Soheili 940 on at

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RE: Customer Journey - Email Response to webform submission

Dear TonyaStephenson,

Are those leads are associated to the contacts? please keep in mind that you can create customer journey just for contact records and not leads and accounts.

docs.microsoft.com/.../manage-customer-information

So if those leads are not assigned to a contact record, they don't receive any email from your customer journey.

Regards,

Shayan

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TonyaStephenson 117 on at

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RE: Customer Journey - Email Response to webform submission

Thank you for your response. I was hoping that wasn't the answer.

I sure hope that gets changed in the future. Because I seriously don't want a ton of contacts created from web submissions that are crap. We all know how that works. Kinda defeats the purpose of having inbound lead collection. Why even call them leads then? Why not just make it "inbound contacts" and get rid of the lead entity altogether inside of marketing? Seems counter-intuitive from a marketing perspective, to make someone a contact before you've even qualified them as someone you want to market to in the future.

I will look into creating the workflow that will create the contact automatically... (Wait, shouldn't that come OOB? I mean, if that's how the product is forcing us to work...)

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Shayan Soheili 940 on at

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RE: Customer Journey - Email Response to webform submission

In Dynamics 365 for Marketing a lead represents an expressed interest by the related contact in some specific product.
Salespeople sometimes use leads differently and might therefore create leads that aren't related to any contact record and might include their own local contact information. These are sales-only leads that can't be targeted by using customer journeys in Dynamics 365 for Marketing.

If you want to create/update a contact after a form submission, you can do that OOB. Just remember that if you are in Europe or if you must be GDPR compliance, pay also attention when you send marketing email and make sure that your contacts give you the consent to send marketing email.

Regards,

Shayan

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TonyaStephenson 117 on at

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RE: Customer Journey - Email Response to webform submission

This particular instance, a lead is submitting a form to get a link to download. They're not being added to any subscription list. The problem is, again, like most websites, we get multiple spam submissions for contact requests, download requests, etc. I don't want those (30 a day!) automatically being created as contacts. So there's no workaround, then?

Sure I could just put the download link directly on the landing page, but then how would we be able to know who's actually downloading it and from there deciding whether they should be marketed to? Again, kinda defeats the purpose of inbound marketing!

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cloflyMao 25,210 on at

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RE: Customer Journey - Email Response to webform submission

Hi Tonya,

Actually information from submission in landing page will be saved as contact record directly in your D365 database.

Please let me know what's your demand.

If you want to prevent spam submission, you can insert JavaScript code into your page for validation in HTML editor.

To acess your input fields, simply add your customized name to fields in their class attribute. (also find them in marketing form HTML editor)

With method above, you may got effective contacts data you want.

Then, you could create your customer journey again with official doc:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/create-simple-customer-journey

As you see, a segment is needed for email sending. (It is the collection of contacts that you target with a customer journey, read how to use with it:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/create-segment)

But your contacts may need to wait for a while for download link email because there is delay of email sending in D365 system.

Finally you can watch statistics in Insights of the marketing email when everything is done.

Regards,

Clofly

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