Customer Journey from Accounts entity

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Posted on by The Angry Coder

Hi,

We have a requirment to build a customer journey directly from an account entity that has no associated contacts. For the purpose of creating the customer journey, account entities contain a field for the email address that we want to use.

I attempted to provide an account while creating a segment, but it always prompts me to choose a linked contact.

In the Customer Journey wizard, I also tried to build a marketing list using accounts, but that didn't show up in the list of segments.

Any assistance would be greatly valued.

Thanks in adance.

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Leco Lv on at

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Hi partner,

The reason why it always prompts you to choose a linked contact because Account-based marketing still targets Contacts , Like all types of segments, the segments you create for Account-based must resolve to a collection of contacts.

You may be interested in Account-based articles: https://docs.microsoft.com/en-gb/dynamics365/customer-engagement/marketing/account-based-marketing

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