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Form field in email

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Posted on by mikeatelement

I'm new to D365 Marketing so please bare with me.

I've built a customer journey around a 'contact us' form submission. This form submission creates a contact and lead for the customer.

I would like an email to send to our inbound team containing the fields on the form, including 'lead summary'.

I am able to insert dynamic content to include things from the person's contact record (name, email address etc.), however I can't figure out how to get the other fields on the form which map to the lead entity only (such as 'lead summary'.

I tried selecting the lead summary from the 'originating lead' relationship, but it came through blank on a test send.

Am I doing something wrong? Or is there a way to just get the fields fro the form submission?

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NiklasM 25 on at

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Hey Mike,

Did you try to get a look at the preview before sending it? Maybe you picking the wrong entity for getting the email address into your alert. Which one are you using? I will take a look later in our sandbox maybe there is a short way to achieve your solution.

Best regards

Niklas

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Vinayd-MSFT Microsoft Employee on at

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Niklas requested some information but dont see a response so wondering if this has been resolved? If not perhaps open a support ticket so we can collect more information and troubleshoot. admin.powerplatform.microsoft.com/

Thanks,

PM, Microsoft

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mikeatelement 20 on at

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Hi Niklas

The preview is also blank I'm afraid. I can't work out how to pull information from a lead and suspect this isn't possible.

Also, there's a bug in D365M at the moment in that it'll only send the email to the specified email address once for each journey created. I understand that the flow should only trigger once per customer, but this is only happening once per flow. So if 100 different customers complete the journey, only the first one will trigger the email. This is not per documentation and makes this solution not really suitable for an inbound process.

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Vinayd-MSFT Microsoft Employee on at

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Need more details - please clarify whether you are using Outbound marketing or Real time marketing (since the steps/capabilities can be different) and exactly which attribute/column in the Lead you want to include. In general, getting to details that are part of the Lead, you first have to use the Contact->Originating Lead relationship and then select the desired column.

The second issue you called out is not clear - by "100 different customers complete the journey" do you mean a journey in D365 Marketing or something else (e.g., on your web page with the final step being filling out the form)? Suggest you start a new post (to keep issues separated) and include more details with screenshots to clearly describe what the scenario is.

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mikeatelement 20 on at

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Hello. Thanks for the response.

Issue 1

This is in Outbound Marketing. I did try that actually. I sued the Contact->Originating Lead relationship, and chose the appropriate fields for inclusion in my email notification. However they still showed up blank.

I guess there is also the issue of what to do when the customer submits a second lead, which is a very common occurance.

I've been advised that the only way to achieve this robustly is to use a custom Microsoft Flow (Powerautomate).

It strikes me as very odd that this is so difficicult to achieve out of the box in D365M as it's a really common requirement.

Issue 2

Yes I mean a journey in D365 Marketing. So the journey would be:

- Trigger: A customer completes a specific website form.

- Action 1: Send 'thank you' email to customer.

- Action 2: Send a 'you have a new lead' message to a fixed email address such as customer.support@ourcompany.com

Whilst action 1 happens every time a customer completes this journey, action 2 only happens for the very first customer. Any subsuquent customers do not trigger this email notification.

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KK-365 1,010 on at

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We were facing the same issue and at the end went with writing the power automate which solved the problem quickly until the bug is fixed.

Do let me know if you need more details on Power automate.

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Petr Jantac Moderator on at

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Hello,

Answer to issue 1

One Contact can have multiple leads mapped to itself. Therefore, you see blank values in the email.

Please note that the solution described below works only for Real Time Marketing.

You need to select the correct lead that was matched for the specific form submission.

"How to" steps:

Create New dynamic text using Personalization in email editor

Choose attribute: Trigger -> Marketing Form Submitted -> Form Submission Entity Reference -> Matched Lead

Now you can select field of Lead that was matched in the form submission. I chose attribute Name in the example below.

Thank you.

Petr

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