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Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by

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

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    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

  • Community Member Profile Picture
    on at

    So there's no way for other lead sources?

  • Nya Profile Picture
    29,060 on at

    Hi Nils,

    Yes.

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