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Session Id :
Customer experience | Sales, Customer Insights,...
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creating customer journey based on form fields

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Posted on by 205

Hello, 

I have a questioner form where the customer will fill up their request details. 

My goal is to have a customer journey where the customer will go through different paths based on the answers they provide in the questioner. 

Could you please help me with this? 

Thank you, 
Elly

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  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Elly,

    Currently we couldn't use submitted details(value in specific field) as flow control.

    My workaround is that you could add a workflow tile to move contacts into a new customer journey if some of submitted value had met condition.

    For example, lauch a workflow after "if form submitted" trigger tile.

    pastedimage1579253508184v1.png

    This workflow will include flown in contacts into a new static segment, thus those people will start in a new journey.

    pastedimage1579253662233v2.png

    So let's view how to build such workflow.

    1. Create an on-demand type workflow and source entity is Contact.

    pastedimage1579253716312v3.png

    2. If a specific field contains specific value, then call an action:IncludeMemberInSegment, which means we add contact into a specific segment.

    pastedimage1579253767691v4.png

    Before call action, we should import a solution to get context contact id, because the action need record id as input parameter.

    This solution is Dynamics-365-Workflow-Tools, import it as a solution, it has provided a step to get record id and use it in next step.

    Get Record Id introduction: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/GetRecordID.md

    Solution download link: https://github.com/demianrasko/Dynamics-365-Workflow-Tools/releases/download/1.0.58.0/Dynamics365WorkflowTools_1_0_58_0_managed.zip

    pastedimage1579253953803v5.png

    Get contact id as screenshot revealed:

    pastedimage1579254078072v6.png

    In final action, set msdyncrm_segmentid to static segment id(you can find it in URL when you opened a segment record),

    set msdyncrm_segmentmemberid to what it show in screenshot.(scroll down Look for option to bottom and find the dynamic value in Local value)

    pastedimage1579254139315v7.png

    You can run a simple customer journey and check whether you contacts could be added to new segment after workflow has been run successfully.

    Check in process sessions.

    pastedimage1579254442063v8.png

    Regards,

    Clofly

  • Suggested answer
    Elly-Farokhi Profile Picture
    205 on at

    Thank you for your help Colfy, you are amazing

  • cloflyMao Profile Picture
    25,210 on at

    Hi Elly,

    If you had found any answer helped, please kindly mark as verified. It would be really appreciated.

    Regards,

    Clofly

  • Elly-Farokhi Profile Picture
    205 on at

    done, you are so amazing. Thank you :)

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