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Working with Contact Points

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Posted on by JDG

Hi all,

We ran into an issue that involved a lot of blocked emails in RealTime. Turns out there weren't any Contact Point Consents for these email addresses.

Our (incorrect) assumption was that when a contact is created with Allow Bulk Email=Allow, there's also a Contact Point Consent created.

What would be the correct way to automatically collect/create these Contact Point Consents? Surely one shouldn't have to load these manually periodically?

Thanks for any insights!

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RudyZhang Microsoft Employee on at

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Hi,

We analyzed the information you provided, but according to our tests, Contact Point is automatically created even if /EMAIL=DO NOT ALLOW/ is set when creating a contact.

In addition, regarding the way to set up Contact Point we found the following.
1. According to the article in the link below, you can automatically update a contact's consent and marketing permissions to be consistent with subscription changes made. This can be done by triggering a process when a marketing or subscription list is updated.
https://www.ameyholden.com/articles/marketing-preferences-contact-point-consent-subscriptions-dynamics-365-marketing
2. you can manually migrate consent records to Customer Insights - Journeys
Refer to the official documentation at the link below.
https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-migrate-consent

I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

Best Regards,
Rudy Zhang

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JDG 58 on at

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Thanks for your reply! I tried this, but when creating a new contact, we're not getting any contact point consents for this contact. Might this be a setting somewhere?

As for the other points you mention:

1) This already works for us, without the use of a power automate. We use the field Allow Bulk Email for this.

2) We did this sometime ago for all our contacts but it doesn't make sense to have to do this manually apart from one time only for the migration.

Any further help would be appreciated!

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JDG 58 on at

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In the end, the issue arose because we used an outbound form.

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