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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Profile management for...
Customer experience | Sales, Customer Insights,...
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Profile management for recepients

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Posted on by Jonas Velling 142

Hello,

We are currently building a functionality using the Marketing application where we from a webservice get contacts into CRM with a student e-mail address, however, we would like to prompt them to change this e-mail address to their actual private e-mail address. 

Can this be achieved using the marketing application? I have checked the functionality for prefill but this functionality will only work after a cookie has been enabled for my recepients.

The business logic is as follows:

  • Contacts is created from webservice
  • The contacts are added to a dynamic segment
  • A Customer journey sends an e-mail to the recepients telling them to change their e-mail address
  • Recepient opens link from e-mail and updates their e-mail address

I haven't been able to figure out how to solve this. 

Kind regards

  • Jonas Velling Profile Picture
    Jonas Velling 142 on at
    RE: Profile management for recepients

    Hello Defne,

    Thanks for reaching out. I will send you a private message.

    Kind regards,

    Jonas

  • Suggested answer
    Defne Ayanoglu Profile Picture
    Defne Ayanoglu on at
    RE: Profile management for recepients

    Dear Jonas,

    Could you please come back in a private message with your Org ID, form object and the page where you are trying to embed the form so that we can look into it?

    Best regards,

    Defne Ayanoglu

    Microsoft Dynamics 365 Marketing Engineering team

  • Jonas Velling Profile Picture
    Jonas Velling 142 on at
    RE: Profile management for recepients

    Hi Clofly,

    I have now done some further testing on this issue and the results are, that a Subscription Center with prefilling enabled sent to contacts does work to some degree. However, I do experience errors when it comes to prefilled fields on mobile devices. I should point out that it works fine on PC.

    For mobile devices the result is as following: The data stored in the unique link is not necessarily enforced so our experience is that the email address field is not getting populated when users click the link, and if a user tries to enter an e-mail address (any given e-mail address, even the one that the link was originally sent to) it returns an error. We have been testing in both Safari and Chrome and if you copy the link from the e-mail, and the unique link is copied correctly, it sometimes work, but it hasn't been a consistent fail or success.

    Do you have any suggestions on how to resolve this issue?

    Kind regards,

    Jonas

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Profile management for recepients

    Hi Jonas,

    That's ok.

    Please kindly let me know whether subscription center would meet your requirement once you had result from final test.

    Regards,

    Clofly

  • Jonas Velling Profile Picture
    Jonas Velling 142 on at
    RE: Profile management for recepients

    Hi Clofly,

    Sorry for my late response. I tested this functionality again from a different device, and it seems like your idea regarding slow loading for the subscription center.

    I still need to test further to check whether or not this could be a lasting solution for my customer.

    Kind regards,

    Jonas

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Profile management for recepients

    Hi Jonas Velling,

    Have you solved your problem successfully?

    Or please kindly point out whether I didn't understand your description. -> "a new recepient does not have a recognisable cookie in their browser"

    Regards,

    Clofly

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Profile management for recepients

    Hi Jonas,

    Thanks for your mention, my word would not be correct, "unique ID" should be more proper to describe that long string.

    Could you give more details about "a recognisable cookie in their browser"?

    For Chrome,

    you can find the automatically created cookies of subscription center form in 

    Settings > Privacy and security > Site Settings > Cookies and site data > See all cookies and site data

    pastedimage1578492883433v1.png

    However, there are limited infomation for us due to security restriction.

    pastedimage1578492917743v2.png

    So cookies should have be saved in browser once user opened subscription center link and saw prefilled data of him/her.

    For issue on your mobile phone, that's bit strange, 

    I tested on Outlook app on iOS and the default browser is Safari, I didn't encounter such issue.

    would you had opened the link in incognito/private mode? because cookie might be affected in this mode.

    (or there was delay when you first time opened the link)

    In addition:

    1. I used embedded form on external website to test.

    2. Prefilled data will change if I open the link from different mailbox, so saved cookie shall change at same time.

    You could share your setup settings if you had any doubt.

    Regards,

    Clofly

  • Jonas Velling Profile Picture
    Jonas Velling 142 on at
    RE: Profile management for recepients

    Hi Clofly,

    Thanks for your reply!

    It has nothing to do with GDPR as we have the legal basis to contact these contact persons.

    I tried your suggestion regarding the subscription center but it was unsuccesful, as a new recepient does not have a recognisable cookie in their browser.

    The URL generated by CRM does not contain the query parameter but only a unique ID. example: yJCl9JCVOFVEObxawQEmWk984t1aP2nonHjrHpI8We8x/NouPbVDHnEcEU3jnRIMdoSS2nESkn76MLcESJi918GUx

    So maybe something in my setup is wrong? Because when I tried from my browser my e-mail was prefilled automatically, however, when I was trying it from my phone it did not prefill and upon submit I received an error. The second time I opened the link on my phone the e-mail got prefilled because of the a cookie got storaged on my browser.

    Kind regards,

    Jonas

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Profile management for recepients

    Hi Jonas,

    Do you mean you don't want to cookie be created in recipient's machine due to GDPR?

    If so, we should know that cookie is the basic technology to enable prefilling feature for both landing page and subscription center.

    The way we could do is that show a banner on marketing page where the form is embedded and tell them that their privacy will be respected and well processed, with a link to how D365 will handle cookies.

    docs.microsoft.com/.../cookies

    It's OOB feature if your marketing form is hosted on Portal.

    In addition, have you tried let them update email address in subscription center?

    Even if cookie will still be created, but prefilling is immediate:

    because in the subscription page link there is query parameter which is automactically generated by CRM , it could be regarded as an identification for a specific contact.

    Regards,

    Clofly

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