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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Adding Contacts to a S...
Customer Insights - Journeys forum

Adding Contacts to a Subscription list from a Customer Journey

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Posted on by Marc Collins 60

Hi

I would like to add contacts to a subscription list from a customer journey. How can I do this without using a subscripition center.

Example: I have a customer journey which offers contact a chance to download different white papers. I have used a combination of emails and forms (which will eventually be hosted on my website).

  1. They get an email with the choice of what white paper to download using links to forms. e.g. Manufacturing, Finance etc.
  2. The form collects basic contact information from the contact along with consent. They click submit.
  3. Clicking submit, triggers another email with the download link to the white paper

The next step is to add them to the appropriate subscription list (marketing list) but I can't see away to do this.

Categories:
Customer Journey Design
Segmentation
Marketing Pages Forms and Surveys
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  • Suggested answer
    d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Hi @Marc Collins,

    You might want to think of GDPR / legal restrictions here.

    Don't send your contacts any marketing emails before they have consented!

    At the moment you are sending them an email in step 1, but only collecting consent in step 2.

    ----

    From a technical point of view -

    Step 2 is where contacts would normally get added to a marketing list.

    => (The form collects basic contact information from the contact along with consent. They click submit.)

    On the form you can have a hidden (or showing) subscription list field, defaulted to yes.

    That way when they click submit, depending on your matching strategy, they will opt in to your marketing list. Make sure you are explicit and transparent in your description what they are signing up to.

    Hope that helps. Let me know if you need to chat through it further.

    Thanks,

    -DD

  • Marc Collins Profile Picture
    Marc Collins 60 on at

    Thanks for the quick response.

    As a company, we fully adhere to GDPR. The assumption is that have consented to get the original email.

    What you say makes sense, although I cant see a way to hide the subscription center. However, I can default it to true which should be enough. Plus, we want to make is clear what they're doing so probably wouldn't want to hide it anyway.

  • d_radulova Profile Picture
    d_radulova 2 User Group Leader on at

    Good! Obtaining their consent before email customers is always a good idea :)

    To hide the field > Click on your subscription list on the form > Hide field is a config property just above prefill, and slightly beneath the default value config. (properties panel on the right hand side).

    --

    An example where I needed to hide a checkbox on a form was ,

    1. for a customer we changed the default for bulk email to do not email.

    2. Configured a marketing form to create new contacts after they click Submit

    3. Send them on a customer journey to send them a welcome email.

    However, because bulk email wasn't on the form, the flag was set to no for the new contacts, so they ended up suppressed from all correspondence. They were already consenting anyway, so we added bulk email defaulted to yes on the form as a hidden checkbox.

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