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Customer Insights - Journeys forum

Multiple Events in a Marketing Email

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Hi,

I have a requirement where the users want to be able to add multiple events in a Marketing email, e.g. "here are a list of upcoming events in your area". They would like some smarts/automation in terms of the Events that are listed in the email, instead of having to drag and drop each Event into the email manually.

The most ideal scenario is that I set up a custom entity, say Event Distribution List, which has a N:1 relationship to a Contact (i.e. a Contact will have multiple Events that he can possibly attend). In theory, I can then create a Marketing Email and use the loop feature to loop through all the Contact's Events & display them in the email. However, when setting up the Customer Journey:

  • Normally we have to add each Event inside the Marketing Email tile one by one. Is it possible to add multiple Events at once, via a Custom Tile perharps? Has anyone tried creating a Custom Tile? The documentation on this is a bit sparse, so I'm not sure how to start.

  • Similarly with Triggers - Is there a way we can specify multiple Events as a Source in a Trigger? Worse case scenario I think we can just define multiple OR rules.

Has anyone tackled a similar requirement? Thanks.

  • Verified answer
    Aga M Profile Picture
    on at
    RE: Multiple Events in a Marketing Email

    Hi Yen,

    You can display all events for your Contact using for-each loop in email content.

    See: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/dynamic-email-content

    As for Customer Journey and triggers -> it's not possible to have multiple Events as a source in a trigger. For scenario when multiple events trigger action, please use compound rules - using OR / AND.

    Hope this helps,

    Aga

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