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Customer experience | Sales, Customer Insights,...
Suggested Answer

Using marketing sign ups

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Posted on by 45

We have a sign up form on the website and it brings contacts into CRM.  How do we put these contacts into a segment in order to send out a marketing email?

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  • Elly-Farokhi Profile Picture
    205 on at

    Hello, 

    You can start your customer journey from the form submission itself and avoid extra step, here is sample segment

    pastedimage1589821661534v1.png

    Also, you can create a segment using below filters

    4762.Segment.JPG

  • Suggested answer
    Sumeet_MSFT Profile Picture
    on at

    Hello Poppy10,

    Create a Customer Journey to use contact to send out a marketing email.

    https://docs.microsoft.com/en-us/dynamics365/marketing/create-simple-customer-journey

    https://docs.microsoft.com/en-us/dynamics365/marketing/create-segment

    https://docs.microsoft.com/en-us/dynamics365/marketing/create-marketing-email

    Hope this helps.

    Best regards,

    Sumeet_MSFT

    Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

  • Suggested answer
    Petit Hibou Profile Picture
    on at

    Hi Poppy10,

    there was already a good advice and some useful links provided by the community members.

    Did it help to resolve your issue?

    Myself, I'd add one more thing here: in order to be compliant, you need to ensure that consent was gathered in this form and translated to the Marketing app. Whether this is GDPR, CCPA or any other regulations, good practice is to ensure that you're sending marketing emails only to those who have agreed on that.

    BR

    Elena

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