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Dynamic event information fields in marketing emails

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Posted on by RvdW1990

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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?

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slx 386 on at

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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>



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



</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 130 on at

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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
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ShravanSuri 1,255 on at

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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 130 on at

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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 29,056 on at

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RE: Dynamic event information fields in marketing emails

Hi,

To show the information you need in an email,

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.

Event Name

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

It can be previewed after setting the default contact.

Event Responsible

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

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.

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

Event Building / Event Building Address

We follow the method above and only get the Building's id.

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