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Customer experience | Sales, Customer Insights,...

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Portal Invitation in a marketing emai

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Posted on by Lori J

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Hi Team.

This has to do with portal invites!

We would like to send one email to our segments inviting them to our portal. So the email would contain a button to generate the code (If we can generate the code invite workflow from this action..) and a link to go back to the Portal and redeem it.

We want to do this with one step if we can; any suggestions?

Thanks you in advance for your help!

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Carlo Velasco 787 on at

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Hi Lori

This is a very interesting idea to integrate this two products.

I believe that the best approach would be to execute a custom workflow from the customer journey.

This custom workflow should generate the invite and send it to the contact member of the segment.

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

There is currently no OOB method to achieve this.

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