Marketing email assistance

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Posted on by Radoslavov

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Hi All, I have the following situation that I cannot make it work, so any advice is well appreciated by professionals.

The below will be used in 70% of the emails, so it will really help us to create more personalized emails to our customers.

We are sending marketing emails to customers who signup for a trial product or purchase one.
This is then being recorded in their profile.

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Subscription is actually another entity that stores all Subscriptions that our company offers, anyway so...

We want to send them an email for example:

Dear John thank you for signing up/purchase {contact's subscription name}

Dear John your {contact's subscription name} is about to expire soon...

Basically, the idea is if we can get the subscription of the user and include it in the email to him but I don't know how or what to look in the assist edit.

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I tried many combinations but non-of them are working, so I was hoping that someone here is using the same or similar type of emails to send to his customers.

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Please let me know if you need more info from my side, will be glad to provide it.

Regards

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Radoslavov 380 on at

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RE: Marketing email assistance

So i have a little progress,

this is the closest i could get but still no results were shown.

{{#each contact.new_subscriptions_owned_contact_new_subscriptionownedid}}

{{this.new_name}}

{{/each}}

Any suggestions what am i missing?

Kind regards
Radoslavov 380 on at

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RE: Marketing email assistance

Hi Mauro,

Thanks for the reply, this seems to be really cool and something new (maybe released with the April's update), however i couldn't make it work.

Here's what I've done:

User FirstName LastName has bought 3 subscriptions

This subscriptions are actually stored in default Order entity (for a test purposes as i cant test it on Production instance with the real entity)

The relationship is 1:N and the name of the relationship is: order_customer_contacts

Unfortunately the command seems not be reading properly what i wrote.

Am I missing something or doing it wrong?

Basically this can be reproduces with OOB entities Contact and Order with a subgrid inside the Contact form where you can add these orders

Kind regards

Kiril
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Mauro Marinilli 355 on at

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RE: Marketing email assistance

hi Kiril

in a nutshell, here's how you do it:

sync the Subscription entity to our marketing storage by following the steps here:
https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/marketing-settings#choose-entities-to-sync-with-the-marketing-insights-service

(this way you can use your custom entity for segmentation, lead scoring and email content)

To be on the safe side you can do this ahead of time if you have a lot of Subscriptions records.

Now you can add these records to your emails. But there's a small detail to be aware first. Your custom entity Subscription is in a many-to-1 relationship with Contact. This means a contact can have multiple subscriptions.

So in this case you need to use another syntax we provide to go through these multiple records in relationship:

{{#each Entity.RelationshipName }}
   ...
   {{this.RelatedField1}}
   ...
   {{this.RelatedField2}}
   ...
{{/each}}

Here you have to replace "RelationshipName" with the name of your custom entity. to keep it simple and pass validation, just start with an empty loop then you can add the details later.

See for more details here:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/dynamic-email-content#for-each-loops

with this syntax you will enumerate all the subscriptions associated to the contact you are sending the email to. now in the loop you can have if-then-else statements to find the subscriptions you need to print in the email.

you can do this in the email content in the designer or even in the HTML editor (constructing a nice HTML table for each line etc.).

If this addresses your question please mark this as answered,

thanks

M