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Customer experience | Sales, Customer Insights,...
Answered

Using recurring customer journeys with out time lines

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Posted on by 25

Hi everyone,

I'm trying to build a customer journey where the contact would get the same three marketing emails everytime the customer submits one of the specific forms. So basicly I'm building multiple swimlines, one for each form where there's a confirmation email sent straight after conteact submits the form.

Then I have a separate swimlane that gathers all contacts who have submitted a form recently in a segment. This one is supposed to work everytime any of the forms is submitted.

Now the recurrance isn't really working anymore, I think this is a problem of the latest update. I want the contact to be able to go through the customer journey EVERYTIME any of the forms is submitted. With current options I can only do recurring customer journeys that are tied to  recurrance count and interval. These are not working for me as I want the recurrance to happen as a reaction to new form submissions.

Also, I see that even the "confirmation emails", the short swimlines in my example below, occure only once. I want the confirmation email to be sent everytime the contact submits the form. Even if it is the same form.

EG in screenshot below.

recurring.png


I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Arttu,

    Customer journey takes each contact through its pipeline exactly once, while a recurring journey in which all contacts are reprocessed at regular intervals during the active period.

    Here are cases for running recurring journey:

    1. Send weekly/monthly newsletter to members in different marketing list.

    2. When the journey is used to generate activities,(e.g: phone call or task) it might be useful for reminding staff to review key contacts each week.

    Therefore, recurrence journey may not be applicable for situation that sending email every time the form is submitted, and unfortunately, the relevant functionality is still under development.

    Actually the issue you encountered has been reported by some of community members, they all expect to send marketing email to contacts each time submission, you could vote on their proposals:

    (More votes an idea gets, the more likely it is to be implemented.)

    https://experience.dynamics.com/ideas/idea/?ideaid=3c694cd0-6d70-ea11-99e5-0003ff68d51c

    https://experience.dynamics.com/ideas/idea/?ideaid=d41b3186-f1cf-ea11-bf21-0003ff68b7e1

    Regards,

    Clofly

  • Verified answer
    Aga M Profile Picture
    Microsoft Employee on at

    Hi Arttu Talveta,

    Thank you for the question!

    This capability is not yet supported in the product.
    We plan to add functionality supporting such scenarios in the future though (it is high on our priority list!).

    Best Regards,
    Aga

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