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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / How to deal with updat...
Customer Insights - Journeys forum

How to deal with updated status in a journey

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Posted on by Community Member Microsoft Employee

Hi there,

Quick question about segment and journey here. I have a journey based on a segment that use different status like : Active Y/N, User has bought Y/N and other status that will be updated during the process depending on our users behavior.

My plan was to put a segment tile before each email send to make sure users are still in the segment and not contact a user that the active segment would have move to "no" for exemple.

Actually, this doesn't work since its just sending out all my email one shot without even considering the timer i have put in my automation.

Second thing i have try is to put only a segment at the beginning of the automation thinking that it will segment properly before each email sent and it didn't work.

I would like to know if there is a point i miss because i really need to make sure that before each send, our user are still in the right segment.

Thanks!

Categories:
Segmentation
  • Suggested answer
    megcda Profile Picture
    megcda 2,192 on at
    RE: How to deal with updated status in a journey

    Hi Jack,

    This isn't possible to do in the product today.  Once a customer journey has started, those who are in the journey will remain in the journey and only additional people can be added.  And the suppression segment applies to the journey as a whole and only one segment can be used.  This is a great scenario and I'll take this back to the PM team to talk about new functionality.  I would also suggest that you put this in the Ideas portal: experience.dynamics.com/.../list  

    This way others can vote it up which in turn will increase the likelihood of inclusion as a feature.

  • Suggested answer
    Adrian Begovich Profile Picture
    Adrian Begovich 21,009 Super User 2024 Season 2 on at
    RE: How to deal with updated status in a journey

    Hi Jacques-Antoine Rioux,

    Before you create a customer journey, you will need a segment containing the contacts you will send your email to. Your segment should include just one or two fictional contacts with valid email addresses that you can receive mail from. This article covers creating a marketing segment.

    You will also need a marketing email that is both valid and live. More information on this is available here.

    Once you have these things, you are ready to create a customer journey. This article teaches you how to create a simple customer journey with email messaging.

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