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Portal Invitation in a marketing emai

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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!  

  • Verified answer
    Carlo Velasco Profile Picture
    Carlo Velasco 787 on at
    RE: Portal Invitation in a marketing emai

    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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