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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Custom Channel acitvit...
Customer experience | Sales, Customer Insights,...
Suggested answer

Custom Channel acitvities: possibility to create more than one for certain entity type

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Posted on by Carolin 125

Hi together,

I want to create two custom channels, one (A) which adds a contact to a certain marketing list and one (B) that removes the contact from a marketing list.

The first requirement I've already successfully implemented. The problem is now, that I do not find anywhere a unique information in the custom channel activity created through running through the tile is from Custom Channel to add the contact or remove the contact.

 Both flows I'm using would run on the Entity type "list" (for marketinglist), the contact-ID and the entity ID from the selected marketing list in the lookup-view. But I do not find anywhere a unique value for the custom channel from which it was created (Custom Channel A which should add the contact to the list or custom channel B which removes the contact from the list).

Am I missing some information?

Thanks in advance for your help,

Kind regards, Carolin

  • Suggested answer
    Carolin Profile Picture
    Carolin 125 on at
    RE: Custom Channel acitvities: possibility to create more than one for certain entity type

    I created an idea for it:

    experience.dynamics.com/.../

  • Carolin Profile Picture
    Carolin 125 on at
    RE: Custom Channel acitvities: possibility to create more than one for certain entity type

    Hi Nya,

    because there are use cases where I want to branch the customer journey according to a link click and everybody who has clicked a certain link should be added or removed from a certain marketing list.

    But there are also other use cases for different custom channels tiles on the same entity type, for example would we need two custom channel tiles for account (and contact).

    Use Case: for certain form submissions, contacts which have no account, a marketing account should be set. But it is not always the same (for US Marketing the US marketing dummy account, for Canada marketing the marketing dummy account. I know that I could achieve it with workflows, but with a custom tile the marketing team would have the flexibility to choose which account to assign, if it's a new contact.

    But another custom tile for entity type account would check if an account is a prospect or an existing customer and split the journey in two parts after the trigger.

    If there is no unique value for the custom channel from which the custom channel activity was created, I cannot built the tool as flexible as the marketing team would need it,

    Thanks for your help and best regards,

    Carolin

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Custom Channel acitvities: possibility to create more than one for certain entity type

    Hi Carolin,

    Would you please explain why you need to add/ remove contacts to/ from a certain marketing list with custom channels?

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