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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / DOI and Event Registra...
Customer experience | Sales, Customer Insights,...
Suggested Answer

DOI and Event Registration

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Posted on by Joni.Z 15
We set-up the DOI for Realtime Marketing and we would like to use events as well. But Double opt-in doesn't work for event registration or preference center forms.
According to the official documentation this is a known limitation (for the public preview feature). But according to the Release Wave 2024 /2 DOI is no longer in preview: https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave2/customer-insights/dynamics365-customer-insights-journeys/improve-engagement-compliance-double-opt-in
 
Does anyone have an idea when this will be available as well for registration forms? Or does anyone have an idea for a work-around?
Categories:
Dynamics 365 Customer Insights - Journeys
Outbound to Real-Time Transition
I have the same question (0)
  • Holly Huffman Profile Picture
    Holly Huffman 6,538 Super User 2025 Season 2 on at
    Hi there! Good morning, evening, or afternoon - depending on where you are :) Hope you are well today! 
     

    Here are some potential workarounds you can consider:

    • Custom Confirmation Process: You could create a custom workflow or Power Automate flow to send confirmation emails for event registrations. This would mimic the DOI process by requiring users to confirm their registration via email.
    • Embed Custom Forms: Use custom forms with embedded DOI functionality. These forms can be integrated into your Dynamics 365 environment and linked to your event registration process.

    Hope this helps some!

  • Joni.Z Profile Picture
    Joni.Z 15 on at
    Hi @Holly Huffman
    Thank you for your reply. The custom form sounds interesting but what would be the approach there? In events you are able to work only with the event registration form and I do not see the possibility there to integrate nicely a custom form. I do as well not see an option of a custom form. Customer insights offers either the approach of registration forms, which are nicely integrated with the event registration process or marketing forms which work nice for a landing page but not for event registrations.
    If you can share more insights on what you had in mind when you mentioned custom forms, that would be appreciated.
    Best regards 
  • Suggested answer
    Holly Huffman Profile Picture
    Holly Huffman 6,538 Super User 2025 Season 2 on at

    Step 1: Create a Marketing Form with DOI Enabled

    1. Navigate to Dynamics 365 Customer Insights - Journeys.

    2. Go to Marketing Forms and click New to create a form.

    3. Design the form fields to capture the necessary information (e.g., name, email, preferences).

    4. Enable Double Opt-In (DOI) for the form:

      • In the form settings, toggle the DOI option.

      • Configure the DOI confirmation email and the "Thank You" page that users will see after confirming.

    Step 2: Generate the Embed Code

    1. Once the form is ready, save and publish it.

    2. Click on the Embed option to generate the JavaScript code for the form.

    3. Copy the embed code provided.

    Step 3: Embed the Form on Your Event Registration Page

    1. Open the HTML or CMS editor for your event registration page.

    2. Paste the JavaScript embed code into the desired location on the page.

    3. Save and publish the page.

    Step 4: Link the Form to Your Event Registration Process

    1. In Dynamics 365, ensure that form submissions are linked to your event registration process:

      • Go to Events and select the event you want to associate with the form.

      • Under the Registration and Attendance section, link the form to the event.

    2. Test the integration to ensure that form submissions are correctly captured as event registrations.

    Step 5: Test the DOI Workflow

    1. Submit a test registration through the embedded form.

    2. Verify that the DOI confirmation email is sent to the test email address.

    3. Confirm the email and ensure that the "Thank You" page is displayed.

    4. Check Dynamics 365 to confirm that the registration is recorded after the DOI confirmation.

    Step 6: Monitor and Optimize

    1. Use Dynamics 365 analytics to monitor form submissions and DOI confirmations.

    2. Optimize the form and email content based on user feedback and performance metrics.

  • Joni.Z Profile Picture
    Joni.Z 15 on at
    Thank you @Holly for the detailed information. But step 5 is unfortunately not available. The form can be added and linked under the tab "website and form" but only forms with the type of "registration". There is no option to add another form under "Registrations and Attendance"
    To me it looks like the scenario of using DOI with event registrations is not foreseen and it is not possible to hook into the standard DOI process. 
    Working with Power Automate is as well not really an option, since in the standard DOI process the form submission will receive a status "pending" and the contact who has not yet confirmed the DOI will not be created in dynamics. But with event registrations the contact will be created right away and contact point settings are created as well just as soon as the form submission is created in the system. 

     

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