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Customer experience | Sales, Customer Insights,...
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Include information from related tables in email that is context-specific

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Posted on by DM-10051729-0 54
It's great that we can pull related records into CIJ and filter them. However, I don't understand how to generate a list (or even fields from a single record for that matter) that is appropriate for the context of the email.
 
In the Personalize Lists help article the following business need is summarized:
Sometimes when creating a list in an email, you'd like to only include items that meet certain conditions. For example, a confirmation email about an order shipment should only include items that are present in that shipment and exclude items that are in the same order but not in the shipment. Similarly, in a monthly newsletter, you may want to include only those events that are scheduled to occur in the next 30 days. This is achieved by defining a list filter, which is essentially a condition defined at the list level that is applied to each list item to decide whether the item should be included.
To filter a list, select a list you've already created in an email and select +Add list filter.
In this example, the email contains a list of products. We're applying a filter to include only those products that are currently /Active./ If you don’t add a filter to this list, the entire list is included in the email (subject to the maximum number of items specified). In this case, the list would have included all products, irrespective of their status.
I'd like to accomplish what's outlined in the second sentence: create and send a confirmation email about items in a shipment. How can I accomplish this? The walkthrough below is totally unhelpful as the filter includes all active products, not product specific to that shipment or order.

I would think we'd use a Trigger to determine when to send the email that is specific to the shipment, and which can pass the id of the shipment into the list filter in a dynamic way so that only items in the shipment are included in the text of the email... but I'm not seeing a way to accomplish this.
 
Can someone help me understand how to solve the business need as outlined in the documentation (but which is not actually addressed in that documentation)?
  • DM-10051729-0 Profile Picture
    DM-10051729-0 54 on at
    Include information from related tables in email that is context-specific
    This was a silly oversight on my part. I was trying to figure out how to point to the right record looking a lists related to the audience and other tables, rather than Trigger.
     
    Trigger sets the context, this makes total sense. All good, thank you!
  • Verified answer
    Vinayd-MSFT Profile Picture
    Vinayd-MSFT Microsoft Employee on at
    Include information from related tables in email that is context-specific
    The documentation page is focused on demonstrating List filter feature itself as a generic concept and therefore doesn't go into details of how the original list is created/obtained.

    What tables have shipment records depends on actual implementation that varies from customer to customer depending on what apps/technology is used to create and track shipments. The building blocks of a solution offered by Customer Insight - Journey include two things (a) ability to define a custom trigger where you can define your own custom attributes and include data you need inside the journey (how to create and use custom triggers are covered here: Create custom triggers in Customer Insights - Journeys - Dynamics 365 Customer Insights | Microsoft Learn) (b) inside the journey and emails, you can use list and various ways to setup filters as described here: Personalize lists of content in emails - Dynamics 365 Customer Insights | Microsoft Learn

    With these 2 capabilities, one should be able to build a solution. Whenever a shipment is created, the custom trigger will start the journey and include pointer to the table and record that contains details of that specific instance of the shipment. Assuming this shipment has multiple products, this will result in a list and probably there is relationships to Product and other tables that have actual details of included products and some attribute fields to indicate shipment status that can be used to filter. 

    Re observation posted by Leah Ju, anytime you use a table like Product as a starting point, the system needs to know which specific record in that table you want to use (this starting point has to be a direct pointer to the record, no way to say "search the table and select a record that meets this condition"). Journeys and Emails are primarily designed to have context of an audience (Contact, Lead, or Profile) OR a trigger (which has reference to the audience) and personalization's core use case is to find data that is related to that audience member and use it to personalize the journey or email. Directly using an unrelated table is supported for some scenarios but then you have to select which record you want from that table.
  • DM-10051729-0 Profile Picture
    DM-10051729-0 54 on at
    Include information from related tables in email that is context-specific
    Hi Leah,
     
    That's been my experience as well, but posting to see if anyone found a way to be dynamic given Microsoft's example within the documentation that talks about filtering dynamically (per order).
     
    Either we're both missing something or the folks writing documentation have referenced a feature in the product that is not available...
  • Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Include information from related tables in email that is context-specific
    Hi Partner,
    You want to filter products based on other attributes, like shipment or order?
    Through my test, i found you can only select columns in the current table--Product, and can only be populate with static value.
    It seems that we can't use dynamic value here.
     
     

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