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

Help with custom event portal and registration links

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Posted on by 15

Hello, 

for a customer, we are currently working towards implementing processes to market events.  
The customer uses a custom event portal that we have connected to D365 via an API. In order to receive the customers registrations, we want to start a customer journey that sends out registration links via email. On click on a link received via the email, the customer should be directed to the custom event website, where she/he and the marketed event is already identified and she/he can accept or decline the event invite.
To achieve this, we have implemted functionality in the system that will precreate registrations for contacts in a marketing list for a specific event. These registrations will have the status 'Invited'. Once the customer clicks 'Accept' or 'Decline' in the process described beforehand, the status will be triggered to change to 'Accepted'/'Declined' on the precreated registrations. 
We precreate the registrations to get a unique ID that we can send in the email to the contacts within the registration link, so that the custom event portal is able to identify the contact and the event without a login.
Now, we want to send this link as a first step of a customer journey and then trigger further email sending based on the reaction that we get from contacts (accept/decline on the registration records).
To reference the ID in the marketing email, we have to retrieve the correct registration because we have a one-to-many relationship from contact to registrations. At the moment we try to achieve this by adding a codesnippet within the HTML of the marketing email.
 
{{#each contact.msevtmgt_sessionregistration_contact_msevtmgt_contactid}}
{{#if (eq this.msevtmgt_event '894077a7-2c9e-e911-81b3-005056877b93')}} <ahref="eventsportal.contoso.org/fname={{contact.firstname}}&amp;lname={{contact.lastname}}&amp;id={{this.pdg_eventportalregistrationid}}">Link zur Anmeldung</a>
eventsportal.contoso.org/fname={{contact.firstname}}&amp;lname={{contact.lastname}}&amp;id={{this.pdg_eventportalregistrationid}}
{{/if}}
{{/each}} 
 
In this snippet you are able to change the ID of the event in the HTML code in order to have the right registration retrieved for the customer journey. This will, however, lead to bad UX for the customer. Thus, we're looking into having a tile within the customer journey be able to receive an event ID by adding an event to the lookup in the properties of the tile instead of hardcoding it in the HTML. 
What would be the best way to be able to let the customer choose an event (to get the ID) within the customer journey and reference it when retrieving the correct registration within the marketing email or is this even possible? Or do you see other solution approaches to tackle the probem while at the same time achieve a reasonable UX?
Thank you for your help!
I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Ollee,

    It is very glad that your problem has been solved.

    Regards,

    Clofly

  • Ollee Profile Picture
    15 on at

    Hi Clofly Mao,

    thank you very much for your help and effort. It has helped us a lot.

    Cheers!

  • Verified answer
    JanF Profile Picture
    25 on at

    Hi all,

    the problem was that it is not possible to query values from lookup fields in the code tile. To circumvent this, we additionally store the eventId in a text field in the content settings. You also have to enclose your dynamic value in double braces with an apostrophe as shown below:

    {{#if (eq this.msevtmgt_name '{{msdyncrm_contentsettings.pdg_eventid}}')}}
    

    Regards,

    Jan

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Ollee,

    Could the workaround work for you?

    Regards,

    Clofly

  • Verified answer
    Fabian.S Profile Picture
    25 on at

    Hi Clofly,

    thanks for your help! We are trying out the solution, but are encountering problems when referencing the code with the dynamic values in the marketing email. The email can't be activated because an error is thrown: The dynamic content contains an invalid relation or attribute {{#if (eq this.msevtmgt_event msdyncrm_contentsettings.pdg_eventid)}} (translated from German).

    {{#each contact.msevtmgt_sessionregistration_contact_msevtmgt_contactid}}
    {{#if (eq this.msevtmgt_event msdyncrm_contentsettings.pdg_eventid)}}
    Link zur Anmeldung
    {{/if}}
    {{/each}}

    Above is the code we are using. We have activated auditing for the content settings entity and added syncing in the marketing data configuration. This has extended the options for adding dynamics values regarding the content settings entity. We are able to generate the dynamics value via the UI, resulting in the same expression you gave. Still, the error remains. 

    Regards,

    Fabian

  • Verified answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Ollee,

    As per my understanding, would you like to add a lookup field(source entity is Event) to a custom tile of customer journey, and the selected record could control content of marketing email?

    If so, unfortunately properties of tile are not supported to be customized at present.

    Besides Contact, Content settings is the only another entity to make email content display dynamically,

    therefore, a workaround is that you could create a lookup field(Event-based) for Content settings entity, 

    apply different content settings to customer journey, then read the event id from current content setting, it will only show registration records which parent event equal to current event.

    e.g:

    {{#if (eq this.msevtmgt_event msdyncrm_contentsettings.pdg_associatedevent)}}

    {{/if}}

    By doing this, your customer would just need to change content setting of customer journey for different events.

    Regards,

    Clofly

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