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Customer experience | Sales, Customer Insights,...
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Dynamic event information fields in marketing emails

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Posted on by 52

I am trying to setup a customer journey that caters to around 8 events at a time, all similar but with different destinations and dates.

I have created a thank you for registering email that is trying to pull in dynamic information from the different events so that when someone registers they get an email with the date, time and location of the event.

I am using the assist-edit feature to pull this information in using: Contextual / Contact / Related Entity / Originating event (Contact) -> Event / Event name

This is how is looks on the email:

pastedimage1572576305213v1.png

Unfortunately this doesn't seem to be working. When I use dynamic information the email is blocked with the reason: Email is missing required fields. 

When I test this without the dynamic fields the emails come through.

What am I doing wrong? Is the Originating Event (Contact) relationship incorrect? 

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

    Hi Pippa,

    Originating Event (Contact) relationship should be correct if you created dynamic expression from assis-edit. 

    Could you share what your customer journey looks like?

    1. Have you checked From address and To adress fields that has valid value after Go live the marketing email?

    2. In my test 1, a customer journey with only an event tile and a marketing email didn't work,

    i have waited for 2 hours since test customer journey had begun, but even no statistics data on event tile.

    3. In my test 2, I build another customer journey which was consisted of a dynamic segment tile and a marketing email tile,

    (find related contacts of an specific event)

    pastedimage1572601218362v2.png

     then my new contact who was originated from event could receive email successfully, 

    but it took an hour.because dynamic segment updates per hour.

    Regards,

    Clofly

  • PippaH Profile Picture
    52 on at

    Thanks for your reply Clofly, here is my customer journey:

    pastedimage1572642951682v1.png

    I have tried using a number of different segments:

    pastedimage1572643153702v2.png

    pastedimage1572643219861v3.png

    They all work and those who register enter the customer journey. However, when the dynamic field is in the Thank You for Registering email, it gets blocked. If I take it out it sends through fine. All the to and from addresses are okay. Prescription preferences are fine. 

  • cloflyMao Profile Picture
    25,210 on at

    Hi Pippa,

    > From the clauses in your segment, it seems that you're filtering contacts by event(event name) > event registrations(under a specific event name) > contact(lookup field),

    and our dynamic expression is: contact.contact_msevtmgt_event_msevtmgt_originatingeventid.msevtmgt_name.

    As far as I know, there are two methods to add a contact to an event:

    1. In event portal, visitors submit registration form and a contact record will be created/updated, an associated event registration record will be created at same time.

    2. CRM user adds a contact record to a specific event manually in event form, then an associated event registration record will be created.

    However, by method 2, event if an event registration record will be created, but the contact's Originating event field won't be populated;

    in other word, the field will be only populated when the contact record is submitted by event registration form in event portal.

    (Kiyomoto Tomoki has registered an event, but its Originating event is still blank because the record had existed in CRM and I added him to an event manually)

    pastedimage1572847145618v2.png

    pastedimage1572846596729v1.png

    > You issue might be caused by reason below:

    The "Originating event" field of filtered contacts in your segment is blank, and you might added some contacts to your event manually,

    while field which is used in dynamic expression is required to has a valid value

    Actually from my test, email to Kiyomoto Tomoki is blocked by same reason as your issue mentioned due to this.

    Conclusion:

    1. If you would like to send email to contacts who submit event registration form, then your segment should be below:

    pastedimage1572847953955v3.png

    and dynamic expression still keeps same as the above.

    2. If you would like to send email to contacts who were added by yourself manually:

    At beginning you need create a single text field to event registration entity and create a workflow to sync their parent event formatted name to the field because:

    1. dynamic expression can only display lookup field id value.

    2. dynamic expression is limitted to get contact's directly related records.

    Then you could retrieve the contact's registrated event name by a for each snippet by adding a custom code element to marketiing email:

    {{#each contact.msevtmgt_eventregistration_contact_msevtmgt_contactid}}
    {{this.new_formateventname}}
    {{/each}}

    (If segment is what you posted)

    Please read docs below:

    Understand relationship definition in segment drop down list:

    https://docs.microsoft.com/en-us/dynamics365/marketing/segments-profile#move-between-entities-with-relationships

    Understand relationship definition in assis-edit:

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

    How to use foreach in marketing email(it would be easy to use after understanding relationship definition for both segment and assis-edit):

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

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi Pippa,

    Could your recipients who were all created/originated from event registration form receive their emails if you used the dynamic expression "{{contact.contact_msevtmgt_event_msevtmgt_originatingeventid.msevtmgt_name}}"?

    Regards,

    Clofly

  • Suggested answer
    ShravanSuri Profile Picture
    1,255 on at

    Hi,

    I wanted to add to Clofly's answer below:

    Using the same customer journey for multiple events won't work, since the same contact could be registered to multiple events (and a contact can have only one originating event ID). If you're using Clofly's suggestion below and creating your Segment based on originating event (correctly, if the contacts were actually created because of that event, which works only the first time a contact is created) - then the relationship would work.

    Otherwise, you should create a unique customer journey for each event.

    We have items in our immediate roadmap to facilitate the creation of such "context driven" customer journeys, which would help in the scenarios where you'd want to leverage the same journey for multiple events. More on that soon! :)

    Please let us know if this helped?

    Thanks

    Shravan Suri

    PM, D365 Marketing

  • PippaH Profile Picture
    52 on at

    Hi Clofly, thanks for your explanations. I now realise that there can only be one originating event. I was trying to register my test account which has no originating event hence no emails. This is problematic as contacts could be registered for more than one event. Microsoft employee is saying below that I will need to create individual customer journeys - eek! But this is in the pipeline for development.

    Thanks for your help on this!

  • PippaH Profile Picture
    52 on at

    Okay right, thanks Shravan. I could definitely have contacts signed up for multiple events so doesn't look like this will work for me. The context driven customer journeys will be amazing as I have many events that are all the same just different locations.

  • cloflyMao Profile Picture
    25,210 on at

    Hi Pippa and Shravan,

    Thanks for Shravan's supplement, actually it could only show contact's first event registration.

    It would be glad and helpful for us when the new feature comes up.

    Currently we could still find a contact's all related event by event registration entity records with a for each loop dynamic expression as I mentioned in my second reply, 

    pastedimage1573529328698v1.png

    pastedimage1573529378278v2.png

    because contact to event registration is 1:N, while event registration to event is N:1, but we still need a workflow to make event registration records have their parent event formatted name.

    (lookup field could only show record's id value in dynamic expression)

    pastedimage1573529405841v3.png

    Regards,

    Clofly

  • JacquesNL Profile Picture
    800 on at

    Hi Shavran,

    Is the feature you mentioned coming soon? I am having a similar problem. I need to send an email with D365 Marketing with event registration info in it using dynamic content. Why can I only choose Contact:N relationships in the marketing email dynamic content? This is so unlogical. Am I missing something?

  • Johnson95 Profile Picture
    94 on at

    Thanks JacquesNL raise out this question again.

    I am having a similar problem too.

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