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Customer experience | Sales, Customer Insights,...
Suggested answer

Manage different registration reponses in a customer journey

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Posted on by 131

Hi,

We are using the event portal for the events' registration, i would like to know how can we manage the registration responses in the customer journey?

For exemple I have 2 different options "blue" and "red" for a question <Which color do you like better ?> for the custom registration field, then i would like to send email A to those who have answered "blue" and to send email B to those who have answered "red".

I tried to create segments to achieve but it seems we can not use the Registration response entity in a segment.

Thank you in advance for your help!

Have a nice day

  • Taj mahal Profile Picture
    10 on at
    RE: Manage different registration reponses in a customer journey

    you can use it in a segment. See this link here 

    community.dynamics.com/.../how-to-segment-by-specific-responses-from-custom-registration-fields

    But I still did not find a way to use it as a condition in a journey.

    Would be happy to hear if there is a solution

  • LarsMartin Profile Picture
    10 on at
    RE: Manage different registration reponses in a customer journey

    I'm struggling with the same requirement and I think your proposal is maybe a workaround but I hope there is another solution.

    Reasons for my concerns:

    Why creating a custom field in the contact entity when we have "custom registration fields" as feature in D365 Marketing? Creating the custom field requires customizing and typically deployment as the field should not be created in PROD. Additionally this approach would not allow to track answers to the same question for different events independently.

    We use "custom registration fields" the same way as xhj45 described above.

    We want to sent out different email content dependent on the custom registration field responses. I have not yet found a way to either send different emails or differentiate in the email itself using dynamic content.

    Any ideas on this?

  • Suggested answer
    Nya Profile Picture
    29,060 on at
    RE: Manage different registration reponses in a customer journey

    Hi,

    It is recommended to create a custom field in Contact entity and map it into a marketing form whose type is Event Registration. The contact information, including the custom field, will be created or updated when use this form to register the event. So that you can sort these contacts according to the field in segments.

    1. Create a custom field, for example, called “color”.

     pastedimage1616657145871v1.png

    1. Create a new form field in Marketing mapped to the field “color” in Contact entity.

     pastedimage1616657157033v2.png

    1. Create an Event Registration form and insert the form field into it.

     pastedimage1616657162647v3.png

    1. In the Website and form tab of the event, switch the option “Use marketing form for registration” to Yes and select the form after going live it. When you visit the event portal to register for this event, it is registered through this form, which uniquely identifies a contact based on the first name, last name and email you enter, and creates or updates a contact record, including the color field.

     pastedimage1616657171048v4.png

    1. Create Dynamic Segments with the field as a condition.

     pastedimage1616657182739v5.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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