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Customer experience | Sales, Customer Insights,...
Answered

Portal Invitation in a marketing emai

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Posted on by 202

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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  • Verified answer
    Carlo Velasco Profile Picture
    787 on at

    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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