Dynamics Community Forum Thread Details

Work Flow for Portal Invitation

We would like to be able to create a Marketing email that contains a portal invitation with a work flow that generates a unique invitation code.

Any suggestions regarding how to make this happen for a segment of over 500 contacts?

Hi Lori,

this doesn't look like a simple task to complete :)

The only possibility to get something contextual to the email is to store it in a custom attribute on the contact entity (but then it means pre-filling the data before starting the campaign).

So, the data would have to be recorded in contact/related field. One step forward, to avoid pre-filling the data manually before starting the CJ would be something like this:

[Segment] -> [Custom Channel to assign contact.code and create “Code Assigned” channel interaction] -> [Trigger on “Code Assigned”] –(Positive)> [Email with {{contact.code}}]

Another one would be to have something like Contact 1-n Invite Code

The customer journey like this:

[Record Created: Invite Code with contact field ref InviteCode.contact] -> [Email]

Such CJ would pick up any invites created for any contact (not only from your segment). You can still have a second CJ which would create InviteCode based on Segment for example. Or use completely different way (workflow?) of generating codes in the first place.

HTH

Elena

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