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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Email personalization ...
Customer Insights - Journeys forum
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Email personalization does not match Segment definition

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Posted on by matt_t2
I have an issue generating the correct email personalization fields. We have a custom relationship:
 
Contact - 1:N - Related Contact (custom table) - N:1 - Account [Account attribute]
 
The value of [Account attribute] is used to filter the Account Name we want to add to the email content.
 
I cannot seem to select the correct Account Name for a given Contact who has many Related Contact records related to two Accounts.
 
The issues seem to be that:
 
1: The email personalization does not match the Segment definition and/or there is no way to specify this
2: I can add Account Name via Related Contact, but can only filter on Related Contact attributes, none of which allow me to filter by the correct Account attribute
 
Selecting Account on the list below does not then allow the selection of an Account attribute, only a unique Account ID:
 
 
My question is: how can I filter the Related Contacts to ensure the correct Account Name is added to the email?
Categories:
Email

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