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Marketing forms - Mail based on answer

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Posted on by Microsoft Employee

Hi all,

I have a question about marketing forms. I'm starting a customer journey where audience who've submitted my marketing form receive an automatic email with certain information. I would like the FUP email to be based on the answer on a certain question within the form. Is it possible for people who've answered yes to this question to receive email A and for audience who've answered NO to receive email B?

I hope someone can tell me if this is possible :) 

Thanks in advance,

Mesman

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Marketing forms - Mail based on answer

    Thanks Nya!

    I appreciate it.

  • Verified answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Marketing forms - Mail based on answer

    Hi Mesman,

    It is recommended to create a new custom field in Contact entity, whose data type is "two option" (i.e. Yes/ No).

    pastedimage1648189821575v1.png

    The map it into the marketing form as a form field. Ref: Set up input fields for marketing forms (Dynamics 365 Marketing) | Microsoft Docs

    pastedimage1648190227156v4.png

    pastedimage1648190292633v5.png

    After contacts submit the form, the field will be filled in with the value Yes or No.

    And the following two segment can be created.

    pastedimage1648190430692v6.png

    pastedimage1648190578675v7.png

    The two segment can be set as the audience of two swimlanes in a customer journey to send different versions of emails.

    pastedimage1648190823207v8.png

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