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Customer experience | Sales, Customer Insights,...
Unanswered

Add Contact to "Subscription List" when conditions are met, using Workflow

Posted on by 20

Hi,

I am aware this question has been posted several times over the years but the questions have stayed mostly unanswered.

TLDR in my understanding after a testing round is that contacts can not be added to a Subscription List using a Workflow process. 

Is there a way that I am missing ( without pointing to 3rd parties like Dynamics-365-Workflow-Tools)? 

Situation: 


I got a custom email preference center embedded in an external website. The subscription lists use the Dynamics "Subscription List" type. 

New contacts, when they have passed the GDPR flag and Do not send bulk emails = Allow, should be added to all of N defined Subscription Lists, as a default subscription state can not be given as I could for Contact Custom Fields

I thought the only solution to do that, is as far as I saw it, to use Workflows. After setting up a workflow I realized that this seems to be not possible. I know there is a tool on Github called Dynamics-365-Workflow-Tools, but not sure if I get green light for using it. Also I do not seem to have an "import" function in the solutions center as described in the README there.

Last resort seems to be to convert the Subscription list approach  into a Custom Field based approach, whereby each Subscription List is reflected by a Custom Field "Option", since
1) I can give each field a default value ( which later needs to be augmented by the "Do not send bulk emails" and "GDPR optout" ) and
2) I can set up a workflow to update these fields on a valid trigger.

I thought the most viable metaphor for subscription Lists in email preference centers is to use the actual internal "Subscription List" type. But given those limitations above, right now the only viable solution seems to be to recreate that system using Custom Fields. 


Does anyone know if it is possible using Subscription Lists and point out how, if so?

Thanks everybody!

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