Skip to main content

Notifications

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

Posted on by 2,750

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)

  • Fubar Profile Picture
    Fubar 2,750 on at
    RE: Any way to send a marketing email to the same contact when they submit the same marketing form

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

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Any way to send a marketing email to the same contact when they submit the same marketing form

    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.

  • Suggested answer
    cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Any way to send a marketing email to the same contact when they submit the same marketing form

    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

  • Fubar Profile Picture
    Fubar 2,750 on at
    RE: Any way to send a marketing email to the same contact when they submit the same marketing form

    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).

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Any way to send a marketing email to the same contact when they submit the same marketing form

    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

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

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans