Hi,
here's my situation. I'd like to offer my contacts 3 different dates for a training session (delivered via Teams), send them a reminder 1 hr before the teams meeting, and then send a "thank you" email to the ones who attended and a "here's a recording of a session" to the ones that did not.
So far I created the 3 different Events, in Dynamics 365 (they correctly appear in my Teams calendar as well), and I've created an email that contains 3 "register" buttons, each one for each of my different sessions.
But now I am stuck and not sure how to proceed.
The only option I can think of seems a bit convoluted, i.e. use one customer journey per event, by:
All in all, this process would require
The numbers start growing dramatically as I add further meeting alternatives, hence the "seems convoluted" perception I have.
Is this the only way for doing this?
Thanks!
Hi Rob, sorry for the delay in answering
Here’s how I see it:
- I think you're right - that would be the process to create the expected journey. (Number of records needed is quite high)
- you could leverage some OOB templating mechanism (for events / sessions / emails for example that would save time)
- An alternative flow [in outbound marketing] would be to create 1 journey with 1 event with 3 different sessions (with teams) as well. If you're using forms in Event Website, you should have session registrations as well so user can pick which session to register for on the registration page. This way you will have 1 event 3 session, 1 email with 1 registration button and could get confirmation (3 in total covering each flow) emails (for registered sessions) the emails could have the “Join in Teams” links where registrants would be able to join the meeting. And finally, the “We missed you” and “thank you for attending” emails.
If you'd like to further automate the flow, you can by creating all the records at once - for that you'd need to implement your own Workflows (or PowerAutomate flows). This is how most of our big customers do it and it is probably most practical to approach as they could tailor their experience for specific business required flows.
Hi Nya, thanks for your reply.
Unfortunately your suggested answer (in the post you refer) does not really reflect my situation, since that focuses on creating a Contact based upon submitting the form - and in my case the people filling up the forms will mainly be already existing Contacts.
I run a test in which I had 3 dates for an event, and I created a simple Journey (with one "thank you for registering" email, and one "reminder, the event is about to start" in each), and I still had to create separate emails for each event.
Is there any other way to do this?
Hi,
You can combine the customer journeys into one with swimlanes.
Also, if you'd like to show some fields from event dynamically, please refer to my answer in the following issue:
It is necessary to ensure that the event is a contact Originating Event.
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