web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Any way to send a marketing email to the same contact when they submit the same marketing form

(0) ShareShare
ReportReport
Posted on by 2,761

Any way to send a marketing email to the same contact when they submit the same marketing form more than once on the same day?

Note: I know i can do something with standard CRM Workflow email (or Flow) e.g. when lead gets created, but is there are way to do it with the nicely formated marketing email.

There are so many different scenarios when this is needed, the most simple you submit a form so you always get a confirmation email even if you submit twice.  (i understand that there are scenarios when this is also not desired - but either behabiour should be able to be defined in the Segment or Journey)

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi LA,

    You could refer to my answer(the last one) in this thread to accomplish it.

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/385271/thank-you-email-after-every-form-submitted

    We can edit HTML source code in "Send an email" action to create a formatted HTML email.

    pastedimage1595312062166v1.png

    Regards,

    Clofly

  • Fubar Profile Picture
    2,761 on at

    Clofly,

    I understand what you are doing using the formSubmit/afterFormSubmit to Flow to marketing API, but how would you make that secure from the Form on a public website to Flow? (you can't use a static value as someone can just inspect the form and use the same value 1,000's of times).

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi LA,

    We can add validation and protection actions within flow.

    Before sending out an email, retrieve whether there is matching contact record in Dynamics Marketing:

    If result count is 0, do nothing.(Send marketing email by inbound customer journey.)

    If result count is larger than 0, use "Send an email" action.(You may create a custom entity to record the count of emails sent to each contact, only send email when the number not exceeds threshold.)

    Regards,

    Clofly

  • cloflyMao Profile Picture
    25,210 on at

    Hi LA,

    Could it work for you?

    You refer to following thread for how to do validation in flow and secure the request.

    https://community.dynamics.com/365/marketing/f/dynamics-365-for-marketing-forum/396395/forwarding-to-error-page-from-marketing-page-in-dynamics-365/1070834

    Regards,

    Clofly

    If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

  • Fubar Profile Picture
    2,761 on at

    @Clofly I haven't had time to get back to this one yet.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Season of Giving Solutions is Here!

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Pallavi Phade Profile Picture

Pallavi Phade 101

#2
Tom_Gioielli Profile Picture

Tom_Gioielli 69 Super User 2025 Season 2

#3
TAHER Mehdi Profile Picture

TAHER Mehdi 58

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans