Custom Customer journey Tile

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Posted on by ldavies

I am handling a request from a client to register for an event in one click from a marketing email. To do so I am attempting to create a custom tile in a customer journey that will reference an event, an have a workflow fire on creation of a custom channel activity. The event does not appear to be accessible from the workflow however. Is there a way to do this?

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Customer Journey Design

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d_radulova 2 User Group Leader on at

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Hi ldavies,

Why don't you try Flow instead?

If in your customer journey, you manage to create a custom activity with a reference to

a/ the customer, and

b/ the event

Then a flow could get triggered onCreate to this custom activity, and create an event registration record.

Thanks,

-DD

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cloflyMao 25,210 on at

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Hi ldavies,

That because workflow tile in customer journey is only based on contact or account records.

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/customer-journey-tiles-reference#launch-workflow

If you want to create an auto event registration record for members in customer journey,

just create an on-demand workflow, still set the source entity to contact and add a step to create an event registration record:

in properties setting, add dynamic contact value to the event registration form fields.

Then build a customer journey like below:(a trigger tile to detect specific link in your marketing email clicked, and you might add your custom tile in customer journey, so be sure to add the trigger tile after marketing email tile)

The workflow will automatically track contacts in the customer journey (recipents who clicked link)

Result in CRM:

Regards,

Clofly

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ldavies 5 on at

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We found a solution: We created a custom tile(docs.microsoft.com/.../create-custom-channel) that pointed to the Event entity and specifies an Event for each Customer Journey. The rest of the Journey is fairly simple, send an email and wait for a user to visit a page.

Once the user clicks on the link in the email and visits a marketing form a trigger will cause this custom tile to be visited, creating an instance of the Custom Channel Activity entity that references both the Contact traversing the Customer Journey and the Event specified for that Journey. We then built a plugin that fires on create of a Custom Channel Activity that would then create an Event Registration. We had to use custom code as the Event record is not directly referenced but is instead stored as it's GUID in a text field called Entity ID on the Custom Channel Activity record.

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Regina A 5 on at

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How did you manage to add entity reference to the custom tile? I want to add reference of ' Event' entity to the custom tile. Is there any way we can do it?

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