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Customer journey marketing emails not creating an email activity at contact record

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Posted on by 2

Hi,

I have run a customer journey and email were sent properly, however I can't see any activity record being generated at contact level.

  • StefDunn Profile Picture
    StefDunn 15 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Thank you! I can see them now. I appreciate your help.

  • StefDunn Profile Picture
    StefDunn 15 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Thank you! I can see them now. I appreciate your help.

  • nkhemji Profile Picture
    nkhemji 2 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Yes - you should be able to switch forms as mentioned by Yen. If you see only one form then you probably need more permissions.

  • Yen Russell Profile Picture
    Yen Russell on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    If you're within the Marketing module you should be able to do a form switch in Contact, see below as an example. 

  • StefDunn Profile Picture
    StefDunn 15 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Hi,

    I am having the same issue and just came across your post. Thank you for posting the fix to this. Can you share where we would switch the Contact form to the Insight form? Is this in the backend custom configurations? Thank you.

  • nkhemji Profile Picture
    nkhemji 2 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    All interactions related to Marketing module

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    On the Insights form would you see only the marketing emails or ALL the activities for that contact?

  • nkhemji Profile Picture
    nkhemji 2 on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Hi Yen,

    Thanks for the reply. I changed to insight view and I can see all interactions.

  • Verified answer
    Yen Russell Profile Picture
    Yen Russell on at
    RE: Customer journey marketing emails not creating an email activity at contact record

    Hi,

    The emails in the Marketing module are not sent via the generic CRM email functionality through Exchange/ServerSync/EmailRouter. It is sent via the Marketing module's back end engine and this is why they don't appear in the Activity Email list.

    However, if you switch the Contact form to the 'Insight' form you'll be able to see what Marketing emails they have received in the past. 

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