Hello all!
I'm hoping one of you amazingly intelligent people can help me work out a problem.
We occasionally send coupon codes to very specific segments of our users. For the purposes of the steps below, we basically have a standard Contact entity which has a relationship with our Codes entity. The current process to assign and send unique codes looks like this:
This works great. However, I would like to be able to use this process with a dynamic segment. I imagine it looking like this:
Then, when someone new enters the dynamic segment:
My question is: Is there any way to make the last two steps happen automatically? Can Dynamics automatically assign coupon codes for people that enter a specific segment, either using the parameters laid out above, or another way?
Thanks in advance for the help!
I take back my previous post; you are a wizard Leah Ju!
Even though Step 2 would complete successfully, it what was causing the problem. To get it to work, and to hopefully make it easier for anyone else attempting this in the future, I did the following:
So helpful...thanks!!
Thank you for this, Leah!
I'm stuck on step 3, as my GUID for my Code entity does not display in Dynamic expressions. Do you know why this might be; some setting? Is there an expression to pull this instead?
Hi Cnquest,
Maybe you can use power automate to create one flow to link one code to one contact automatically.
Based on you description, I still need your help to answer some questions:
(1).Contact entity and Codes entity is 1:N relationship?
(2).Links our generated coupon codes with a particular Contact by using the unique identifier, the unique identifier is contact Lookup field in the codes entity?
Flow Steps:
(1) Trigger---when a row is added, modified, or deleted
https://learn.microsoft.com/en-us/power-automate/dataverse/create-update-delete-trigger
If a contact enters a specific dynamic segment, it means she meets the conditions you set in the dynamic segment, so you have to use the same filter in the flow
2.List rows--Retrieve codes that unlinks any contacts to select anyone of them:
https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows
_lookuplogicname_value is format:
3.Update a row--Using the contact guid to update lookup of the code:
https://learn.microsoft.com/en-us/power-automate/dataverse/update
Overview of the flow:
Another suggestion:
Add 'wait for' action in the customer journey, which ensures that the flow can be executed first
André Arnaud de Cal...
291,965
Super User 2025 Season 1
Martin Dráb
230,817
Most Valuable Professional
nmaenpaa
101,156