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
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
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.
at this stage I have just checked with Messages not with image and videos.
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
@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 ?
Thanks for the clarification on the scenario. Sorry, we don't expose the stored credentials/handle for various channels for 3rd party usage.
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
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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