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Applying Lead / Contact Matching Rules for leads created in Marketing Journeys

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Posted on by Microsoft Employee

Hi,

I'm wondering how I am able to easily apply a lead or contact matching rule to leads created from a specific customer journey?

Thanks

Nils

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Applying Lead / Contact Matching Rules for leads created in Marketing Journeys

    Hi Nils,

    Yes.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Applying Lead / Contact Matching Rules for leads created in Marketing Journeys

    So there's no way for other lead sources?

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Applying Lead / Contact Matching Rules for leads created in Marketing Journeys

    Hi Nils,

    Do you mean "Matching Strategy" by "matching rule"?

    If yes, it can only be configured in Marketing Form.

    Please refer to the following documentation:

    Configure form matching (Dynamics 365 Marketing) | Microsoft Docs

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