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Suggested answer

Automated Instantaneous Emails?

Posted on by 110

Hey all,

Is there a way to send instantaneous emails out to contacts when the contact is first entered into Dynamics? I know we can use segments and customer journeys, but those can take up to an hour to refresh and send. Specifically, asking about a "Welcome" email when a customer first signs up on our website. The kicker here is that it has to use the D365 marketing app; it can't use workflows, in order to be CPM compliant.

Any thoughts on this?

Thanks so much!

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Automated Instantaneous Emails?

    Hi SEDE,

    Could it work for you?

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Suggested answer
    makova Profile Picture
    makova 310 on at
    RE: Automated Instantaneous Emails?

    Hi,

    For these scenarios, consider using an Inbound journey with a Form as a starting point https://docs.microsoft.com/en-us/dynamics365/marketing/create-inbound-customer-journey

    Hope this helps

    Martin Kovac, Microsoft Dynamics 365 Marketing

    Please don't forget!: If you have gotten the answer to your question - please mark your question as answered.

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Automated Instantaneous Emails?

    Hi SEDE,

    You could refer to my answer(the last one) in this thread to accomplish it.

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/385271/thank-you-email-after-every-form-submitted

    Add a validation step to only send "Welcome" email if no existing contact record is found in Dynamics Marketing.

    Regards,

    Clofly

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