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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Automated Journey for ...
Customer Insights - Journeys forum

Automated Journey for new contacts

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Posted on by Monger 5

I would like to automate a program that sends a series of emails to contacts that are newly added to our database. For example, a sales person enters a new prospect contact in our CRM and indicates a certain industry. Based on that criteria, I want to be able to automatically put that contact into a journey that sends a series of emails over time, and based on behaviors after that. Is that possible? and How?

Everything seems to be based on either predefined, static segments, or behavioral triggers like filling out a form. Is it possible to define a segment and have contacts continually enter that segment and go through the journey?

Categories:
Segmentation
Customer Journey Design
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  • Suggested answer
    Mahadeo Matre Profile Picture
    Mahadeo Matre 17,021 on at

    hi..

    Yes this is possible.. you can achieve this using workflows.

    If there is very complex logic then you can write custom workflow activity and call it from workflow.  

  • Suggested answer
    Tommy Lauritzen Profile Picture
    Tommy Lauritzen 350 on at

    Yes, alot of this is possible with out of box functionality. Im not sure all scenarios are covered, but several are.

    Create a dynamic segment (s1) with the required criteria. Add s1 the starting point to your Customer Journey (CJ1) of choice. CJ1 can contain alot of logic based on behavioral data.

    "Follow route "a" if he opened the last email, or route "b" if he didnt", is just one of many examples.

    Whenever this contact with the correct criteria (s1 criteria) is added to the database, this contact will aslo be added to the segment S1.

    You can also create another journey (CJ2) with a completely different segment (s2) as starting point.  Then you can add S2 to CJ1 as a supression list. This would make sure that  the contact can start on a completely different journey (CJ2) if he ends up in a completely different segment (S2) from his starting point (S1), and that his initial Customer Journey (CJ1) is ended.

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