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Customer experience | Sales, Customer Insights,...
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Automatic Task Creation via Customer Journey with further information

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Hi all,

currently Iam facing the following situation for one of my clients.

We have opportunities which are grouped in severel different segments. e.G. Cars, Motorbikes, Bikes, etc. and we are sending one marketing E-Mail to all contacts which are owner of an opportunity for one of the categories. In the E-Mail we placed some buttons "Interested in an offer", "Interested in a direct contact to get further information", "Not interested in this category". When the contact clicks on one of the buttons, the customer journey should create a task (I have created these tasks as templates). The whole scenario works fine, but it could be that a contact is the owner of different opportunities which are in different categories. Therefore we can't see directly in which category he/she is interested.

e.G. Contact gets two E-Mails "Cars" and "Bikes", on Cars "Interested in an offer" has been clicked, and on Bikes "Not Interested" has been choosen, then I have one contact with the Task interested and not interested. For sure I can go to the Insights on the contact and see on which E-Mail which button has been clicked but as we have more then 100 categories per year this is not a good solution. My second thought is to create these tasks seperately for every category. (interested in cars, interested in bikes etc.) but also in this scenario it is a high manually effort which I want to minimize. Ideally this task would not be added to the contact, but to the opportunity. But as far as I understand this is not possible. My other idea would be some kind of dynamic text in the task like "Interested in [dynamic Text name of the customer journey] but also for this I don't see any possibilities in the task templates.

Does anyone has an idea how I can solve this scenario?

Thank you very much for your ideas in advance.

Best regards,

Daniel

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