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Customer experience | Sales, Customer Insights,...
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Functionality with Customer Journey

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We are beginning to design more complex Customer Journeys, but we are surprised but some limitations we have run into. I am listing below some of the main roadblocks / questions that we have, but the main think I am looking for is some kind of add on (or multiple add ons) that will increase the functionality of Customer Journeys. If not that, how can we accomplish the tasks we have below within Customer Journeys? Do we need to use Workflows, or design our own Custom Channels? Any info is greatly appreciated, thank you!

1.) When we build a Journey, we want to have things stop depending on an Activity (Appointment, Phone Call, Task, or LinkedIn InMail) being completed. I see where I can make an Activity get created based on steps of a Journey, but I don't see a trigger of "when Activity A is completed, continue the Journey". Can we accomplish this somehow?

2.) When I trigger a Workflow to run in a Journey, can I pull Dynamic fields from the Journey in the Workflow? If I want a step of a Journey to update a Contact record, can I make it so it flags a field with something from the Journey (Journey Name, Marketing Email Name, anything to tie it back to the Journey)?

3.) When a contact enters a "Swimlane", can we have them exit the "lane" based on changes to the Contact record, even if they are in the middle of the Journey? I know we can have steps of the Journey "kick them out", such as email opens / clicks, but if their Contact or Account record is updated by something outside the Journey that would make them no longer part of the Segment / lane, would it automatically kick them out? Is there a downside to making a Journey with a bunch of lanes that Contacts can "waterfall" into as they go through the Journey, so we can manage when a record remains in a Journey?

  • Verified answer
    AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: Functionality with Customer Journey

    Chris TaylorCustomer journeys - if used with a simple segment trigger - will not respect updated information about a contact  so Contact A will get the next email in Journey 123 for your scenario

    BUT there is a way around this! You can use the 'Suppression Segment' to get the customer journey to 're-check' segment membership during a live journey - I wrote a blog about it here which should explain it all but any issues give me a shout

    Suppression segments for responsive Customer Journeys in D365 Marketing — Amey Holden | ABC Enthusiast & Power Platform Specialist

  • Taybo510 Profile Picture
    Taybo510 150 on at
    RE: Functionality with Customer Journey

    Thank you for the amazingly thorough and thoughtful response Clofly! I only have one additional question related to the third question / response. If I use the wait/delay tile approach, goes the Journey check each Contact before moving on to make sure they are still in the Segment? I am putting an example below to explain the scenario, let me know if you need additional info. Thank you again for your help! :-)

    Monday: Contact A hits Segment Z because of some Dynamic parameter

    Tuesday: Contact A receives an email as Segment Z was part of Journey 123

                  Contact A hits a wait/delay tile of 2 days to wait for a response in Journey 123

    Wednesday: Contact A has something happen that removes them from Segment Z

    Thursday: The wait/delay tile is finished, does Contact A get the next email in Journey 123, or does it stop because they aren't part of the Segment? Is the Journey checking the Contacts in a Segment before each step, or only before / after a wait/delay step?

  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,202 on at
    RE: Functionality with Customer Journey

    Hi Chris,

    1. We will find that the trigger only monitor contact's interactions, (email delivered/email opened/a link of email clicked/form visited/form submitted) currently it is not supported to add custom trigger type.

    2. The workflow running in journey(the workflow tile) is unable to capture fields of the journey, it can only capture processed contact data. But if we add custom tile, it will trigger creation of custom channel activity record, this record contains entity reference to customer journey originating the call and entity reference to processed contact. Therefore, we can trigger the workflow on creation of Custom Channel Activity instead.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/create-custom-channel-activity-interaction

    (It is easy to get information of the journey itself, but the method to retrieve related marketing email of a journey is cumbersome at present: it need to call an unpublished action called: msdyncrm_EntityDependenciesRetrieve)

    3. You could insert wait/delay tile before the next action to leave enough time for dynamic segment to refresh its members.

     A Journey with a bunch of lanes means that contacts will be processed in each of lane, and you can configure each lane with different settings based on your requirement.

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