Custom Codes in dynamics Marketing

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Posted on by Camilla Larsson

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Hi all

I am wondering if there is another way using custom codes in D365 Marketing? Here is my conditional. I would like to send an email to a group in English, and the other group in another Languages. But instead of using the custom code, like in the picture I would like to add this conditional in the text box in the email.

Send this text to a group in english

Can I add the code directly in the HTML, and how would that look like?

And also I would like to add a field from a related entity, not using custom code.

Is this possible?

Camilla

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cloflyMao 25,210 on at

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Hi Camilla,

1. Adding custom code in HTML directly is supported.

Result 1:

Result 2:

2. We could add a field from a related entity by assist-edit:

e.g:

display contact's owner name in email content:

Regards,

Clofly

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Camilla Larsson 235 on at

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Thank you Clofly,

This i exactly, what i was locking for.

But, when I am trying to add a related entity field in marketing it stopes and says, I can do this with #each. How do I do that?

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cloflyMao 25,210 on at

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Hi Camilla,

It means relationship between Contact:Related Entity is 1:N, we should add some code to display all related entity records of the contact.

Format:

{{ each contact.relationship }}

{{ this.relatedEntityFieldLogicalName }}

{{/each}}

e.g: show all event registration records of current contact: msevtmgt_name is logical name of Registration ID in Event Registration form.

{{# each contact.msevtmgt_eventregistration_contact_msevtmgt_contactid}}

{{this.msevtmgt_name}}

{{/each}}

You could find introduction about how to use #each in marketing email in article below:

https://docs.microsoft.com/en-us/dynamics365/marketing/dynamic-email-content#for-each-loops

Regards,

Clofly

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Camilla Larsson 235 on at

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Thank you,

One last question. Can`t I have This in the same setting?

{{#if (eq contact.address1_country 'Norge')}}

Kind Regards

Camilla

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cloflyMao 25,210 on at

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Hi Camilla,

What do you mean about "Can`t I have This in the same setting?"?

As per my understanding, we could do any checking in if statement.

such as

{{#if (eq contact.address1_country 'Norge')}}

{{#if (eq contact.address1_country 'Sweden')}}

{{#if (eq contact.address1_country 'Finland')}}

if there are serveral country, we could do below:

-----------------------------------------------------------

{{if (eq contact.address1_country 'Norge')}}

{{else if (eq contact.address1_country 'Sweden')}}

{{else if (eq contact.address1_country 'Finland')}}

{{/if}}

-----------------------------------------------------------

Regards,

Clofly

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Camilla Larsson 235 on at

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What I mean is.

I I use [tag:if] and else in my setting. Am I not able to use

{{# each contact.msevtmgt_eventregistration_contact_msevtmgt_contactid}}

{{this.msevtmgt_name}}

{{/each}}?

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cloflyMao 25,210 on at

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Hi Camilla,

We could combine them in different ways:

1. If a related entity name equals to a specific value, then change output.

e.g: I have arranged 3 appointments for my test contact:

* Assistance on Power Automate Configuration

* Discussion about Laptop purchasement

* Visit our factory

I nested a #if expression inside #each loop:

{{#each contact.appointment_contact_regardingobjectid}}

{{#if (eq this.subject 'Discussion about Laptop purchasement')}}

Laptop

{{else}}

{{this.subject}}

{{/if}}

{{/each}}

Output:

2. Only display related entity records if a field of contact equals to a specific value:

Hi {{contact.firstname}},

{{#if (eq contact.firstname 'Clofly')}}

we have arranged some appointments between us:

{{#each contact.appointment_contact_regardingobjectid}}

{{this.subject}}

{{/each}}

{{/if}}

Result:

Only Clofly could see arranged appointments for him.

Abbie could only see her firstname:

In addition, I would like share some supplements:

1. Sort result is random in each time.

2. By using conditional statements and comparisons, currently only text and number fields are good supported.

Regards,

Clofly

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Camilla Larsson 235 on at

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Thank you Clofly,

I wish new codes better :)

Is it possible to have one field to show a contact?

Example.

Hi {{contact.firstname}}

Your student id is: (field) (This field is on a related entity 1:N.

Should I use Each for this?

And if I need to combine with an if, is it possible?

Kind Regards

Camilla

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cloflyMao 25,210 on at

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Hi Camilla,

Yes, you should use "[tag:Each]" for it.

"[tag:Each]" is always required to display 1:N related entity records, even if there is one related record.

If you would like to only display some students, then combination 1 from my last answer could be your option.

Hi {{contact.firstname}}

Your student id is:

{{#each contact.relationship_name}}

{{#if (eq this.new_field 'abc')}}

{{this.new_studentid}}

{{/if}}

{{/each}}

Regards,

Clofly

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Camilla Larsson 235 on at

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Thank you for answering so fast. This helps a lot.

Kind Regards

Camilla

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