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Dynamic event information fields in marketing emails

Posted on by 130

I am trying to set up a Customer Journey in which we send out Email Confirmations after an Event Registration. In this Email Confirmation I want to have the following information.

  • Event Name
  • Event Responsible (custom made field on Entity 'Event')
  • Event Start Date
  • Event Start Time
  • Event Building
  • Event Building Address (so the adress of the Building selected on the Event)

I've seen the post of PippaH, but I don't want to store these elements on Event Registration Entity as well, since that is unnecessary duplicate content.

Dynamic event information fields in marketing emails - Dynamics 365 Marketing Forum Community Forum

Is there any other way Microsoft can help us achieve this?

  • slx Profile Picture
    slx 386 on at
    RE: Dynamic event information fields in marketing emails

    Hi

    Could you help with scenario below ?

    We're trying to use marketing email with contact/custom entity

    Scenario below for contact/product:

    <p>You have purchased:</p>

    <ul>

    <!-- {{#each contact.contact_product_productid}} -->

    <li>{{this.name}}</li>

    <!-- {{/each}} -->

    </ul>

    A contact can have multiple products and this relationship will show the contact together with each product.

    Is is possible to add custom javascript code and check contact.fullname

    example

    var contact_array[10]

    contact_array.add(contact.fullname);

    Then check in javascript how many are unique ?

    Thank you

  • RvdW1990 Profile Picture
    RvdW1990 130 on at
    RE: Dynamic event information fields in marketing emails

    Dear Shravan,

    We've managed to wait until the release but thanks for the Content Settings workaround :)

    Renée

  • Suggested answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Dynamic event information fields in marketing emails

    Hey Renée,

    I'm one of the PMs on the Event Management product, and am acutely aware that this is an issue. Emails that are contextual (contain the information based on the context of "WHY" they are being sent (like an event reg confirmation email) - are important for event planners, and these will become much easier to deliver with our upcoming changes that we announced at Ignite (you can read more here - cloudblogs.microsoft.com/.../ )

    Meanwhile, we have recommended that users create a customer journey per event, or, as you've already observed - add the event information to the event registration record as well.

    A workaround some customers have done is that they have extended the "Content Settings" entity. They have added relevant fields to the content settings entity (like Event Name). When a new event is created, they create the relevant content settings record as well.

    Then, they create multiple journeys (one journey per event) - but they use the same emails across all journeys. When showing the content in the email - they personalize using the content setting dynamic personalization (E.g. Thank you for registering for {{contentsettings.eventName}} ). When the journey is created, they just associate the correct content settings record to the journey.

    This essentially saves them from recreating the same email again and again for different events (but they still have to create the same journey multiple times, and set the content settings correctly).

    The right way to solve this problem would be to have a single journey, and a single email - that a contact can go through multiple times - and it should work correctly across all your events. That will be possible with the real time marketing features that we have announced. We're excited to get these new capabilities in your hands asap.

    Thanks for your patience,

    Shravan

  • RvdW1990 Profile Picture
    RvdW1990 130 on at
    RE: Dynamic event information fields in marketing emails

    Dear Nya,

    Thanks for helping out. Unfortunately this will not work for us, since we cannot create contacts for each event registration. Our contacts register for multiple events a year, so we get duplicate contacts.

    Thanks for the effort though!

    Best regards,

    Renée

  • Nya Profile Picture
    Nya 29,056 on at
    RE: Dynamic event information fields in marketing emails

    Hi,

    To show the information you need in an email,

    1. First of all, make sure that the contact is created during the event registration, so that there will be a relationship between the contact and the event. It can be found in the Details tab of the Contact.

     2626.png

    1. Event Name
    • Add a text box into the Email and set it as the following image with Assist Edit.

     0880.png

    • It can be previewed after setting the default contact.

     6153.2_2D00_2.png

    1. Event Responsible

    For it is a custom field, you can refer to the Step 2 to set it.

     

    1. Event Start Date / Time
    • The field type of Event Start Date is “Date and Time”. It cannot be inserted as the fields above, or there will be an error when it is previewed.

     8054.png

    • So you have to convert it into formatted value with a workflow and record it by add a custom field.

     

    1. Event Building / Event Building Address
    • We follow the method above and only get the Building's id.

     33848.png

    • The system only supports two levels of the relationship but the information you want to get is the third level of a relationship (Contact > Event > Building).

    The expression like {{contact.contact_msevtmgt_event_msevtmgt_originatingeventid.msevtmgt_event_msevtmgt_building_msevtmgt_building.msevtmgt_name}} is not supported.

    So you cannot show the Building Name and Address with Dynamic Content.

    Here is an idea for this issue:

    Microsoft Idea · Content Assist deeper than 2 levels/hops (dynamics.com)

    You can also submit your proposal on Idea forum to prompt it to be improved faster.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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