Customer Journey and forms

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Posted on by Community Member Microsoft Employee

Can you set a condition based around success of a form being completed ie. email is send out - CTA is clicked and customer completes a form on a gated page - then we deliver a new piece of content. A click isn't a lead or success.

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Nya 29,056 on at

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RE: Customer Journey and forms

Hi,

Please try to create a dynamic segment with behavior block to achieve it.

Here is the reference documentation: Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs.

According to your description, your segment can be something like:

After saving and going live the segment, it can be used as the audience of a customer journey to deliver a new piece of content.