Skip to main content

Notifications

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

How to auto send event invite to sign ups

Posted on by 10

Once you've set up an event, is there a way to automatically send the meeting invitation once a customer has registered? 

Currently, I can automate the invite to speakers, but it's still seems to be a manual process for sign ups.

  • Audrey Bayens Profile Picture
    Audrey Bayens 5 on at
    RE: How to auto send event invite to sign ups

    Hi Nya,

    I have NOT been successful to create a segment of Event registration for my event. I followed your screen shot for the fields to choose.

    I get and error code "TargetProfileTypeMismatch Target profile type from query does not match the audience type".

    My event is set up to be using a form that is used to collect the registration data. Is that what is stopping the query from working?

    I can be reached at abayens@windfallcentre.ca. Would love to hear from you please.

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: How to auto send event invite to sign ups

    Hi Mollie,

    You can create a dynamic segment to filter out the contacts who have registered the event.

     pastedimage1624601788157v2.png

    And then create a customer journey with the segment as the audience.

     pastedimage1624601795897v3.png

    Send an email which contains a button linked to the Calendar of the event.

     pastedimage1624601802932v4.png

    Then the registered contacts can receive the email and download the .ics file to add the meeting into the calendar.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans