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Is Microsoft is missing a fundamental option for a journey?

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Posted on by HB-16100919-0

Hi there,

Does it feels like Microsoft is missing a fundamental option with RTM?

Currently there's three options to choose from:

- Static segment where contacts go through once

- Dynamic segment where contacts go through once BUT new people can join the journey anytime

- Repeating journey where EVERYONE repeats the journey after X days/ weeks/ months.

What about door number 4; a dynamic segment where people can enter the journey more than once BUT new people can still join anytime?

Example: I work at a charity where people can have different roles attached to their contact, and these roles may require training, or contacting at different times. However, as Dynamics sees the CONTACT as having gone through the journey, they can't re-enter the journey but with a slightly different conditional content.

With other platforms, when someone meets the criteria, moves through the journey (or meets exit criteria) and leave BUT if at any time they meet the criteria again, they can rejoin that same journey - so I know it can be done, and is incredibly useful! I don't EVERYONE to repeat the journey after X days, otherwise I'm setting repeat tasks etc when it's totally unnecessary - I just want someone to be able to flow through a simple journey more than once, if they meet the entry criteria AND for newbies to join at any time.

Thanks

Helena

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PaulineKolde 732 Moderator on at

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Hi Helena,

have you tried solving your issue with the triggers? In my opinion they are used when contact should run through a journey multiple times.

You can build a dataverse trigger, that reacts to the changes of your contact roles:

If you want to trigger you journey for specific roles only, you can also add a condition when using the trgger in the journey.

Hope this helps

Pauline

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Dengliang Li Microsoft Employee on at

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Hi,

As PaulineKo said, you can create a new trigger-based journey to record contact changes.

This journey has the same steps as the original segment-based journey.

Contacts can enter the journey repeatedly.

For example.

Best Regards,
Dengliang Li

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HB-16100919-0 6 on at

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Hi there,

Thank you, we'll look into it, however the way the system has been created, we've had to build everything out via segments as our roles aren't at attribute level.

Would your suggestion work if the change was on a related table?

The way we've had to build our CRM is on relatable tables, rather than actually showing at contact level, which is why we've not been able to do everything trigger based in the first place.

Thank you

Helena

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mkirkpatrick 113 on at

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I would agree with the others that a trigger based entry would probably be a better option, especially if you are looking to leverage slightly different information about the contact based on different roles. Trigger based will give you lots of flexibility to then personalize the email content based off of the triggered event so even though they are passing through the same journey again, the email content or branching within the journey could be different. Good luck!

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HB-16100919-0 6 on at

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Hi all,

So this has worked for them entering the journey more than once... (so thank you for this!)

However, if for example they've applied for two roles at the same time, it's now dragging them in twice and serving exactly the same email at the same time. Do you know if there's a way to unite them as one contact when they've entered the journey? I'm aware I'm asking a lot of the system but it seems to be one way or another.

Thanks

Helena

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