Capture Email information in account? (Segment)

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Posted on by Johnson95

Hi Mates,

How can capture Account email in my segment?
I had tried many ways which can capture the email information in contact.

Thanks.

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Johnson

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Johnson95 90 on at

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RE: Capture Email information in account? (Segment)

Thanks, Clofty follow up,

As it is random and bit risky, we will group them as primary contact so that can be controlled. By the way thanks your suggestion.

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Johnson
cloflyMao 25,198 on at

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RE: Capture Email information in account? (Segment)

Hi Johnson,

Could it work for you?

Regards,

Clofly
cloflyMao 25,198 on at

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RE: Capture Email information in account? (Segment)

Hi Mariette,

From my test, the only wrong insight data would be a duplicate recipient address record.

Due to email to other contacts has been blocked, thus no more interaction data will be created for rest of them.

You could add suffix to name of marketing emails that are only sent to accounts to distinct from emails for contacts.

Regards,

Clofly
Jetj25 532 on at

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RE: Capture Email information in account? (Segment)

Hi Clofly

Is this workaround not creating wrong data insights at all the other contacts within the account?
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cloflyMao 25,198 on at

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RE: Capture Email information in account? (Segment)

Hi Johnson,

We can set To field of marketing email to {{contact.contact_account_parentcustomerid.emailaddress1}}, then the marketing email will be delivered to mailbox of contacts' account.

Actually the marketing email will still send to all members of segment,

however, only one contact will be picked as account(The process is random.), other emails will fail to be delivered due to duplicate recipient address, thus the mailbox of account will only receive one marketing email.

We can find these facts In Account > Insights tab.

Regards,

Clofly
Johnson95 90 on at

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RE: Capture Email information in account? (Segment)

Hi Clofty,

It can't work.

Yes, I would like to send some announcement to the mailbox of contact and account.

Got any suggestions on it?

Thanks, Clofty and have a nice day^^.
cloflyMao 25,198 on at

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RE: Capture Email information in account? (Segment)

Hi Johnson,

Could it work for you?

Or would you perhaps just like to send marketing email to mailbox of contacts' account directly?

Regards,

Clofly
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cloflyMao 25,198 on at

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RE: Capture Email information in account? (Segment)

Hi Johnson,

Here is tutorial about how to launch account-based marketing campaign.

https://docs.microsoft.com/en-us/dynamics365/marketing/account-based-marketing

To sum up above article, contact is still the fundamental entity of segment, but customer journey that is set to account-based will process all contacts of segment on account level.(After we set target field of customer journey to "Account", a new property will display, see Account-based customer journeys section for more details.)

Then in Account > Insights tab, data in the tab will represent the combined interactions of all contacts associated with that account.

Regards,

Clofly