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Posted on by Elly-Farokhi

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Hello Everyone,

I want to create below customer Journey:

1- Customer register order

2- CRM create Contact, and Quote using integration

3- when the quote is created contact is added to the list of recipient

4- Email Send out from Marketing with link to Questionnaire

5- CRM collect the data from the website and record them against the same Quote

My issue is with Step 4 because I need to pass the quote ID as a dynamic parameter in the link to the questionnaire for each recipient, otherwise, CRM wouldn't know where it should record the answers received from the form.

the link must be something like mylink.com/=?quote-id

Do you have any suggestions for this?

Many Thanks,

Elly

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cloflyMao 25,210 on at

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Hi Elly,

As far as I know, relationship between Contact and Quote is 1:N, so we should use for-each loops to get all related quotes of contact.

Below is my test based on your description and requirement.

1. In Settings > Marketing settings > Marketing data configuration, enable "Quote" entity to be synced with insight service to make it appear in assist-edit.

2. Create a sample link in marketing email, then nest it with for-each loops in HTML source code view.

In my demo, I render name field of quote to tell customer their quote name, the quote id is added as parameter to link href.

Check your quote "{{this.name}}"

3. Result:

Designer view:

Test recipient 1:

Test recipient 2:

Blue text won't display if there is no related quotes for contact.

Test recipient 1 opened the link.

Checking statistics of link clicking rate in Insights tab.

Retrieved quote is based on "Potential Customer" field.

Regards,

Clofly

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Elly-Farokhi 205 on at

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Hello Colfy,

Thank you so much for your brilliant suggestion as always,

I follow the steps as you mentioned but I cannot see the quote ID yet.

It seems I am doing something wrong, here is how I tested.

1 - Added your code as you have in HTML body

2- created a segment from Quote and filtered value where Quote contained data.

3- send customer journey

but email I received didn't have the quote ID or name available.

I am not sure what could be wrong,

Looking forward to hearing your thoughts,

Many Thanks,

Elly

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cloflyMao 25,210 on at

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Hi Elly,

Did you set contact to "Potential Customer" field of quote?

And the relationship name is quote_contact_customerid.

However, it seems that only contactquotes_quote_contact relationship is available in assist-edit.

You could replace it with quote_contact_customerid to test whether related quote could display,

and we can check whether expression works in preview mode directly.

Regards,

Clofly

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Elly-Farokhi 205 on at

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I can never thank you enough Colfy, you are just amazing.

everything worked perfectly.

many Thanks,

Elly

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Elly-Farokhi 205 on at

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Hello Colfy,

your technique works perfectly but it will show all the quotes related to each contact.

my contacts are retaining customer and most of them already have a quote.

Is there a way to filter the quote and show the one we are interested to only?

Thank you,

Elly

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cloflyMao 25,210 on at

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Hi Elly,

We can nest a if conditional statement in for-each loops to show records that meet specific condition.

e.g:

Only show quote if its shipping method is UPS.

Expression:(The real value of option in option set is number.)

Check your quote "{{this.name}}"

Result:

You could filter quotes by flagging field of quote entity.

Here is list of supported syntax:

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

Regards,

Clofly

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Elly-Farokhi 205 on at

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you are amazing Colfy, thank you for your help.

I have one more request, I like to filter quote related to one account only which are created within the past 1 day till now.

can you help me with that please

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cloflyMao 25,210 on at

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Hi Elly,

Thanks for sharing your requirement.

However, unfortunately marketing email expression only support with comparison of number and string and boolean at present.

You could show "created on" time({{this.createdon}}) of quote at same time to notify your customers.

Or you could try workaround below:

1. Add a custom field "Is today?" to quote entity, by default the value is false.

2. Run an recurring flow to query quotes which were created on today, then set the flag field of them to Yes.

3. In marketing email, only show quotes if the field is equal to true.

Regards,

Clofly

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Elly-Farokhi 205 on at

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Great workaround, Thank you so much.

Do you have any course available which I can take?

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