Hi all,
I’m exploring the features of the marketing module of Dynamics 365, and I have a few questions about the Customer Journey behaviour:
- ¿Is there any way of evaluate info contained in the entity (contact, lead or whatever entity is selected on the segment) in the triggers? If not in the triggers itself, a way of control the flow inside the Customer Journey based on the entity’s own info, not the previous steps in the journey.
- ¿Is it possible for a user or an automated process to stop the journey of a specific contact? ¿And to force a contact to follow a specific branch of the flow even if it apparently doesn’t match the conditions to follow it?
For example imagine you have a Customer Journey that starts sending an email to the contacts asking for some documentation and goes on until he sends it. If the contact sends the documentation by ordinary mail, or calls and orders to cancel all the operation, ¿how could the responsible push the customer trough a specific branch, or stop the journey?
I think this might be achieved by using exclusion segments or something like that, but since I’m having some issues going live with the Customer Journeys in my trial environment, I’m not able to check it.
Thank you