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Using marketing sign ups

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Posted on by Poppy10

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 205 on at

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Hello,

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

Also, you can create a segment using below filters

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Sumeet_MSFT Microsoft Employee on at

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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.

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Petit Hibou on at

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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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