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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Have a workflow send 2...
Microsoft Dynamics CRM (Archived)

Have a workflow send 2 different email templates by splitting who to send the contacts to by 50/50

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Posted on by MikeC282 2,175

Hi all,

Quick question. I've got a workflow which triggers a emails upon creation of a contact (plus a few other conditions). The problem is I've got 2 different email templates to send but would like to alternate the send of the templates in a 50/50 split. I'm really not sure how to go about this in a workflow or whether it's at all possible.

I almost want to be able to perform a A/B split in a workflow when sending emails.

Kind regards,

Michael

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  • Suggested answer
    Aric Levin - MVP Profile Picture
    Aric Levin - MVP 30,190 Moderator on at

    You can store the value of the next email to send (A or B) in a custom entity (such as Application Setting/Configuration entity). Have your workflow call an action to retrieve the next template to use. If A send email A, if B send email B. After emails are sent, update the custom entity with the opposite value.

    You can also use flow or custom workflow activity (and other options I might have omitted) to get the same results.

    Hope this helps.

  • erhan.keskin Profile Picture
    erhan.keskin 2,253 on at

    Hi,

    In this scenario, i assume contact creation is happening individually time by time;

    As Aric says, you can have a configuration/setting entity to store the latest used template. Before sending an e-mail, you can go and check which template was used in the last contact creation by workflow activity.

    If there is a bulk contact creation in an application;

    You can create a field on contact entity like 'e-mail template used', you can populate that field with a template name in the application. In this case, you might know how many contacts you would create, so you can take half of it to assign to A, other half to B.

    When WF is triggered, it can check 'e-mail template used' field to understand the template to use to send the e-mail.

    if your scenario is different, let me know.

    Regards,

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