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Allowing contacts to update their own information?

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Posted on by 5

Hi Everyone

I am trying to find  out if there is any functionality available within Dynamics that allows me to be able to bulk email by contacts and have them self update their own contact information and it be automatically updated? I know that Salesforce has a similar 'stay in touch' feature but struggling to find this feature in Dynamics.

Can anyone help?

Thanks
Chris

  • cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Allowing contacts to update their own information?

    Hi Chris,

    If it could work for you, please kindly mark as verified to close the thread, it would be really appreciated. :)

    Regards,

    Clofly

  • Chris Allison Profile Picture
    Chris Allison 5 on at
    RE: Allowing contacts to update their own information?

    Thanks so much Clofy, that's perfect

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Allowing contacts to update their own information?

    Hi Chris,

    You could do it in Dynamics in a similar way:

    1. Create a subscription center form, add fields to the form that you want contact to update.

    2. Create marketing email 1, add dynamic content by dynamic expression

    the format is '{{contact.firstname}}' in Dynamics, which is similar to '{!Contact.FirstName}' Salesforce.

    Design a card component by email designer tool with more fields data(title, phone, ctiy and street).

    Attach the link to subscription center in marketing email 1.

    3. Create marketing email 2, it will be sent to contacts with their updated information and could be copied from email 1.

    4. Create a customer journey below:

    segment -> marketing email 1 -> trigger(if subscription form in step 1 is submitted) -> marketing email 2.

    In addition, we should pay attention to following things:

    * Lookup field(Company Name) is not well supported currently, please only add text field to form as possible. 

    * In HTML mode of marketing form designer, we could add "disabled" attribute to some important input fields such as Last Name or Email to prevent contact change them.

    Regards,

    Clofly

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