Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

How to add appointment information in a marketing email

(0) ShareShare
ReportReport
Posted on by Microsoft Employee

Hello,

I want to use a customer journey to send appointment reminder

My segment shows the right members.

Now i want to add the appointment fields in the marketing mail. 

If i use the pastedimage1643991527754v1.png option, i can not select the appointment fields (like date and time)

Has anyone a solution for this?

My contact is the required contact pastedimage1643991665643v2.png in the appointment

Best Marco

  • Suggested answer
    Peter Beentjes Profile Picture
    Peter Beentjes 120 on at
    RE: How to add appointment information in a marketing email

    Hi Marco, 

    Dont know if you already found a solution, but i felt like sharing it to you. I built personalisation to show orderinfo in an transactional e-mail to show the order details like, orderno, date etc. Maybe this still helps you: 

    "De monteur zal op {{#each contact.msdyn_workorder_contact_customer}} {{#if (eq this.statuscode 000000000)}}{{this.prom_workorderscheduledatevalue}}{{/if}}{{/each}} bij u zijn op het volgende adres: {{#each contact.msdyn_workorder_contact_customer}}{{#if (eq this.statuscode000000000)}}{{contact.address2_line1}} {{contact.address2_line2}}, {{contact.address1_postalcode}} {{contact.address2_city}}{{/if}}{{/each}}."

    Grt. 

    Peter 

  • Suggested answer
    Vinayd-MSFT Profile Picture
    Vinayd-MSFT Microsoft Employee on at
    RE: How to add appointment information in a marketing email

    One contact can have many appointments (i.e., it is one to many relationship) and we currently dont have a way to specify how to select a specific one for including its details in email. You can use LIST (available in the Personalization tab under Advance personalization) to access these appointments and include their details in the email (i.e., it will list all appointments associated with the contact).

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How to add appointment information in a marketing email

    Hi Nya,

    The following steps ive taken

    Ive add the Appointment entity in the Dataset configuration and ive published it.

    The Appointment data is available when i create a segment.

    Ive created a segment based on the start date of the appointment and the members in the segment are correct.

    Now i create a marketing email.

    In this email i want to add the subject of the appointment, de start date and time of the appointment.

    These are dynamic field.

    Can you help me with this?

    Best Marco

  • Nya Profile Picture
    Nya 29,058 on at
    RE: How to add appointment information in a marketing email

    Hi Marco,

    Have you add the data in Appointment entity in Dataset configuration?

    pastedimage1644213653098v1.png

    Please refer to the following documentation:

    Dataset configuration (Dynamics 365 Marketing) | Microsoft Docs

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Announcing Forum Attachment Improvements!

We're excited to announce that attachments for replies in forums and improved…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,971 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,846 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans