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customer journey query

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    Sayen Zhang Profile Picture
    Sayen Zhang on at
    RE: customer journey query

    Hi partner,

    Here are the steps to set a customer journey that only people who have completed a form after a certain date:

    1. Go to Marketing > Marketing execution > Customer journeys.

    2. Select “+ New” to create a new customer journey.

    3. Select Skip to start creating the journey from scratch.

    4. At “Starts when”, select “Submitted a form” in Source Type and select a form.

    pastedimage1681435167176v1.png

    5. After Start, select “if registered” and fill out the form.

    pastedimage1681435180028v2.png

    6. If user registered, we can choose actions or other choice in the “yes” step.

    pastedimage1681435191939v3.png

    7. Similarly, we set in “No” step.

    8. Save and Go live the customer journey.

    9. Here is a sample customer journey:

    pastedimage1681435206839v4.png

    Reference link followed: Create a simple customer journey (Dynamics 365 Marketing) | Microsoft Learn

    If you have any questions, you can also reply to let us know. Thank you!

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

    Best Regards,

    Sayen Zhang

     

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