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Customer experience | Sales, Customer Insights,...

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Can you create a 'manual add' option in an automation using Dynamics 365?

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If a member for whatever reason, was not added the an automation through the trigger point. Is there a way to manually add them into an automation?

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Nya 29,064 on at

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Hi Mell,

By automation do you mean Customer Journey? If yes, as long as the Journey has not expired, you can add features to the member to make it trigger the Journey.

For example, you created a segment which filter out the contacts whose names start with A and started a customer journey with the segment as the audience of it.

There is a new contact satisfy this condition. The contact will be added into the segment automatically.

So you can change the member’s fields or interactions manually, which allows to add it into the Customer Journey.

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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