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Can i execute a customer journey without a segment ?
For example, I have an event, and i wanted to send event confirmation email to whoever registers for the event from the events portal.
How can i set up a customer journey for this scenario? (Or is there any other approach to implement this)
Any thoughts?
Hi ba365,
I would like to add a supplement.
This doc said that we can send confirmation marketing email to registrant automatically in event administration setting.
https://docs.microsoft.com/en-us/dynamics365/marketing/events-settings#event-administration
Even if it was published on 10/04/2019, but from this marked answer on 7/12/2019:
the feature has been deprecated.
So a segment shall be the only option.(not use new event registration marketing form feature)
Regards,
Clofly
Hi ba365guy,
at the moment, segment is the entry point to any customer journey. If you have registration for an event set up in the system, than behavioral segment can help to send email confirmations to those who are registered. If they are registered in other systems as well, well you might think of merging data from 3rd party systems in some way depending on the specific. I'm not a deep specialist in such sort of customization, but can you add another attribute/flag to sort people based on registered/not-registered or update interaction data programmatically?
I can also add that we are considering removing this entry-point-segment-dependency in the future, although segment as a concept remains an essential part of marketing automation processes.
Br
Elena
Hi ba365,
Segment is required even if we do inbound.(when do with default registration form).(inbound here means we want to send confirmation email to new event registrants)
Because besides segment, only marketing form could be also used to send marketing email.
As you said, everyone doesn't necessarily register from the marketing form,
so if we use default event registration form, we need segment to find registrants.
Regards,
Clofly
> Does this mean segment is not necessary?
In general and most of situation, a customer journey will start with a segment(or marketing list members), but the start tile could also be a marketing form(inbound customer journey).
Above situations are working ways to send marketing email as far as I know.
> If we are running two customer journeys, one for the segment and the other for anyone who registered, will they receive two registration confirmation emails?
Yes, the first email will be triggered by marketing form, then when new contact record is added into segment(a period for recalculation), the second email will be sent.
But you can also build a segment which is based on behavior.(e.g: find contacts who submitted a specific form)
https://docs.microsoft.com/en-us/dynamics365/marketing/segments-interaction
> What could be the behaviour if someone goes to event portal URL and registers for the event and not in segment (everyone doesn't necessarily register from the marketing form)
Like marketing form, the defaul event registration form could be also submitted by anyone, submitter will be created as a new contact record or just update its matching record, whatever he/she is existed in a segment.
You can enable "Captcha" and disable "allow anonymous registration"(only sign in user can submit form) to prevent spam registration.(the second option only works when event website is hosted on Portal)
But as far as I have tested, in this normal situation, you may still need a segment to send confirmation email.
Regards,
Clofly
Does this mean segment is not necessary?
If we are running two customer journeys, one for the segment and the other for anyone who registered, will they receive two registration confirmation emails?
What could be the behaviour if someone goes to event portal URL and registers for the event and not in segment (everyone doesn't necessarily register from the marketing form)
Hi ba365,
* In previous version, (before 2020 wave 1 release)
it seems that we could only send event confirmation email after recipient clicks event invitation link in invitation email, however,
the prerequisite is to build a segment to send invitation email.
Above guess of mine is based on link below:
https://docs.microsoft.com/en-us/dynamics365/marketing/customer-journey-tiles-reference#event
and default Event marketing template of customer journey.
* I used to try build a such inbound customer journey but never get success:
event -> trigger(if event registered) -> email.
but this customer journey setting always work:
marketing form -> trigger(if form submitted) -> email.
* So in new version, this scenario could be set up with following steps:(by adding event registration type marketing form as trigger to send email)
1. Create an event registration type marketing form(new feature to replace default event registration form, which input fields are fixed to firstname, lastname and emailaddress)
2. Enable marketing form for event registration
3. The event registration form is now customized.
4. Confirmation email without segment
Regards,
Clofly
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