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Customer journey - forcing exit

Posted on by 40

Hi 

I have a customer journey with a trigger.   How can you force an exit of a contact from a journey?   Currently I have had to schedule a delay.

Y - leave

N - continue 

  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at
    RE: Customer journey - forcing exit

    Hi Redweb,

    You would have to set some activity e.g. Task, Phone Call, etc. on the Activity tile.  If you wanted to force the people out you could do it a couple of ways.  You could use a Trigger e.g. email opened and follow the positive path with a Scheduler tile and put in some sort of delay.  Since there isn't any tile following that, it would in essence remove the positive path and on the negative path you could have your second email. 

    SchedulerWithSuppression.png

    Or if you don't need the Trigger, you could put in a Scheduler place in where you currently have the Trigger, set a delay of several days and then follow it with the second Marketing email.  However you would also need to create a Suppression segment to use and that Suppression segment would be members who e.g. opened the email you send earlier in the journey.  This would suppress them from receiving the second email.  But you would have to have enough time in the Scheduler to let them get pulled out -- e.g. you couldn't set it to an hour. 

    SchedulerWithSuppression.pngSuppressionSeg.png

    Hope this helps.

    Megan

    Please mark this as Verified if it answers your question!

  • Redweb Profile Picture
    Redweb 40 on at
    RE: Customer journey - forcing exit

    Hi Vivek

    This is helpful but what "Properties" have you set behind the Activity tile?  I assume it needs to invoke something.  

    For the record I used a Scheduler tile to end the journey and set it to a duration beyond the overall journey.

    screenshot_2D00_redweb0.crm4.dynamics.com_2D00_2019.05.20_2D00_17_2D00_07_2D00_39.png

  • Suggested answer
    Vivek_Singh Profile Picture
    Vivek_Singh 385 on at
    RE: Customer journey - forcing exit

    Hi Redweb,

    Thanks for reaching out. 

    What I understood above is you have a segment which you want to use based on a trigger. So any contact passing Y should not get any mail and others (Passing N) should get the email. 

    Below example may help you in designing your scenario -

    I have 10 contacts in Segment #1. Now I sent a mail to all the 10 contacts using Marketing Email #1. Using trigger it will check who opened mail (If Yes then no further steps else send the Reminder Email #2).

    Capture-2.PNG

    So here Path Y shows just any internal task can be created. 

    Let me know if you have any further question.

     

    Regards

    Vivek Singh

    ** If this answer resolves your query then do mark it as verified.

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