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LinkedIn Custom Tile to be used on a Customer Journey

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Posted on by d_radulova

2 User Group Leader

Hello Marketing Team,

Today we have been trying to create a custom tile, which posts messages on LinkedIn when added to a customer journey.

D365 for Marketing already has the OOTB integration to post on LinkedIn, as well as the Social media configuration record holding the credentials.

Is there a way to re-use this in the code/ flow/workflow,etc for our custom tile? Or does it have to be implemented from scratch?

Many thanks,

-DD

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ShaileshJain Microsoft Employee on at

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Hi DD - can you please clarify the scenario that you targeting with linkedIn tile?

since journey works on targeted contacts, the same can be reached on LinkedIn via "matched audience" feature.

docs.microsoft.com/.../linkedin-matched-audience

for direct 1:1 posting the marketing user would need to be connected on LinkedIn with each of the target audience member, is that what you are looking for? A public posting on LinkedIn page does not require any targeted segment.

based on this I would not expect any possibility of reuse of existing code.

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d_radulova 2 User Group Leader on at

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Hi @Shailesh Jain,

sorry for being a bit vague.

We are not working on a specific scenario, we are exploring the realms of the possible and WOW features that could be done in D365 for Marketing without heavy code.

I was playing with custom tiles in a customer journey for social media channels.

I completely agree with you on LinkedIn. It wasn't a good example, as you would need to be connected to the person to send them a direct message.

However, if we wanted to post something on LinkedIn and tag them, after a trigger point.

Or better example might be Twitter. If a person has the 'anybody could message me' setting on, then in theory this could be part of a customer journey.

When a trigger happens, we could Tweet them or even post something about them on a Twitter page and tag them. To do either of these, we need to log in to the Twitter/ social media channel first.

I was just wondering on the best way to do this. The credentials for our Twitter / other social media channel accounts were already in the Social Media configuration. So my thinking was that it would be handy if there was a way to re-use this.

My current thinking is to do it in Flow. But this doesn't re-use Marketing.

If there is any better way you could think of, please do share. :)

Thanks,

-DD

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ShaileshJain Microsoft Employee on at

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Thanks for the clarification on the scenario. Sorry, we don't expose the stored credentials/handle for various channels for 3rd party usage.

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SanjayKanani 20 on at

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@Dilyana Radulova

I am new to marketing and I am exploring custom tiles design for twillio SMS and WhatsApp API.

Could you please a sample example how we can create a custom tile in customer journey ?

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d_radulova 2 User Group Leader on at

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Yay, @SanjayKanani,

this is actually such a good use case.

And join the club, we are all new to marketing.

What I think the solution could look like is :

1. Custom Tile in D365Marketing > add this on a customer journey > when a contact passes though, OOTB a custom channel activity is generated.

2. (triggering onCreate to the customer channel activity) Flow which will either send a text message or Whatsapp

(have you got the details of the API-s or 3rd parties that you are going to use to text or whatsapp? )

I am not sure if you were looking for a high level solution overview (that's what I have given you) or low level steps how to create a custom tile. (happy to send you these too if that's more useful)

Thanks,

-DD

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SanjayKanani 20 on at

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thanks for the reply.

Actually I am not sure about the triggers how to developed it on CRM.

on which entity I have to write a plugin code to get triggers that was my questions.

I am looking for a sample code in c# as sample reference for custom Tiles. If I add custom tiles on customer journey then how it will triggers my code and after response of twilio api how do I send it back to customer journey using plugin code.

yes I have check with Twillio, they are providing WhatsApp Api to send and receive messages.

www.youtube.com/watch

at this stage I have just checked with Messages not with image and videos.

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makova 310 on at

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Hi Sanjay,

Please have a look here at the detail guidance on how to build a Custom Channel. We are working closely with partners on SMS and WhatsApp integration via this so confirming that this functionality can deliver your intended scenario.

docs.microsoft.com/.../extend-customer-journeys-custom-channels

Hope this helps

Thanks

Martin

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