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Adding Contact to a Marketing List in a Customer Journey

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Posted on by Community Member Microsoft Employee

I'd like to add contacts to a marketing list based on whether or not they open an email in a journey. My goal is to have a trigger that evaluates if the email was opened or not. If it was not opened, I'd like to add them to a separate, 're-engage' list for a future campaign. This list would be part of the subscription list these members have already consented to, so there should be no GDPR issues.

Is this possible? I don't see a block that would accomplish this in the journey builder.

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cloflyMao 25,198 on at

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RE: Adding Contact to a Marketing List in a Customer Journey

Hi Jason,

Could your business requirement be met with our suggestions ?

Please let us know if you still have any doubt.

We're waiting for your reply, thanks. :)

Regards,

Clofly
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Karl Maybach on at

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RE: Adding Contact to a Marketing List in a Customer Journey

One easy way to do this could be use the Save as segment feature to generate a segment that finds all contacts that ended on (or passed through, or produced a certain result on) a specific tile in a specific journey. For example, you could add a scheduler at the end of the relevant post-trigger branch and, once the journey has gone live and started generating results, select the button for the Processed result here to generate a segment of all contacts who ended at that tile.

More info here: https://docs.microsoft.com/en-us/dynamics365/marketing/generate-segment-from-journey
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d_radulova 2 User Group Leader on at

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RE: Adding Contact to a Marketing List in a Customer Journey

Yay, @Clofly, that's well technical.

@Jason Coup, forgive me if I'm over-simplifying your issue. Would it work if, you had:

Segment A - people you have sent the email to. (you should have this already, entry point to your current campaign.)

Segment B- (behavioural) people who have opened the email.

Segment C - exclusion between A and B. Meaning people who are in A but not in B.

Which (I think) is the people you want to target in your re-engage campaign. No?

Thanks,

-DD
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cloflyMao 25,198 on at

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RE: Adding Contact to a Marketing List in a Customer Journey

Hi Jason,

You could add an on-demand workflow tile into your customer journey and add contacts to specific list.

However, due to relationship between contact and marketing list entity is N:N, which this relationship update is not available in OOB workflow,

so you could download a free third party solution: UltimateWorkflowToolkit by ANDREW BUTENKO, it provides an OOB step which could simply add contact to a specific list.

https://github.com/AndrewButenko/UltimateWorkflowToolkit/releases

Tutorial:

http://butenko.pro/2018/04/26/copying-of-n-n-related-records-with-no-code-using-uwt/

Just pay attention to Record Reference to Contact's Record URL(Dyanmic) field to make sure the workflow could find contact.

In my demo, I just added contacts who opened email before timeout into a marketing list, and it works well.

You could create 2 workflow for contacts and add them in your customer journey with requirements.

Regards,

Clofly