Dynamics Community Forum Thread Details

Hello bilboswaggins23,

You're right, manually checking each campaign for bounced email lists would be incredibly tedious and inefficient. Fortunately, Dynamics 365 Customer Insights - Journeys (CIJ) offers better ways to generate a list of individuals who have experienced bounces. Here's how you can approach this:

1. Using Advanced Find (Recommended for Simplicity and Quick Results):

Concept:
- Advanced Find allows you to query the email event data and filter for bounced emails.

Steps:
1. Open Advanced Find:
  - Navigate to Advanced Find (the funnel icon in the top right).
2. Select "Email Events":
  - In the "Look for:" dropdown, select "Email Events".
3. Add Filters:
  - Add a filter for "Event Type" equals "Bounced".
  - Add any other filters to narrow down your results, such as:
    - "Created On" to specify a date range.
    - "Regarding (Contact)" if you want to filter for contacts.
    - "Regarding (Lead)" if you want to filter for leads.
    - "Email Message" if you want to filter for specific email messages.
  - Add any columns you want to see such as Contact, Email Address, and the reason for the bounce.
4. View and Export Results:
  - Click "Results" to view the list of bounced emails.
  - You can then export the results to Excel for further analysis or list cleanup.

Advantages:
- Simple and straightforward.
- No code required.
- Allows for flexible filtering.

Disadvantages:
- Manual process.
- May be slow for very large datasets.

2. Using Customer Insights - Journeys Segments (Recommended for Ongoing Targeting):

Concept:
- Create a dynamic segment that targets contacts or leads who have experienced bounces.
- This segment will automatically update as new bounce events occur.

Steps:
1. Create a New Segment:
  - Navigate to "Segments" in Customer Insights - Journeys.
  - Create a new dynamic segment.
2. Add a Behavior Block:
  - Add a "Behavior" block to the segment query.
3. Configure the Behavior Block:
  - Select "Email Events" as the entity.
  - Set the "Event Type" to "Bounced".
  - Add any other relevant filters.
4. Save and Go Live:
  - Save and go live with the segment.
5. Use the Segment:
  - You can now use this segment in your journeys to exclude bounced contacts or leads.

Advantages:
- Automated and dynamic.
- Allows for ongoing targeting.
- Can be used in journeys.

Disadvantages:
- Requires understanding of segment building.

3. Power Automate (Recommended for Automation and Integration):

Concept:
- Create a Power Automate flow to retrieve bounced email events and perform actions, such as:
  - Adding contacts or leads to a marketing list.
  - Updating a field on the contact or lead record.
  - Sending notifications.

Steps:
1. Create a Flow:
  - Create a new automated cloud flow.
2. Trigger:
  - Use a "Schedule" trigger or a "When a record is created" trigger for "Email Events".
3. List Rows (Dataverse):
  - Use the "List rows" action from the Dataverse connector to retrieve bounced email events.
  - Filter the rows by "Event type" = "Bounced".
4. Apply to Each:
  - Use an "Apply to each" loop to iterate through the retrieved events.
5. Perform Actions:
  - Inside the loop, use Dataverse actions to perform the desired actions.

Advantages:
- Highly flexible and customizable.
- Allows for integration with other systems.
- Can be automated.

Disadvantages:
- Requires Power Automate knowledge.

Key Recommendations:

For quick, one-time list generation, Advanced Find is the simplest and most efficient.
For ongoing targeting and exclusion in journeys, use Customer Insights - Journeys segments.
For advanced automation and integration, use Power Automate.

By using these methods, you can effectively generate and manage lists of bounced emails in Dynamics 365 Customer Insights - Journeys.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more. If you have further questions, please feel free to contact me.

My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query.

Regards,

Daivat Vartak

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