Help Creating a Marketing Journey

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Posted on by Ladga

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I'm new to Customer Insights Journeys and I am carrying out a few tests to understand the functionality. I am creating a journey that is triggered when a lead is created, phone calls (activities) are then created sucessfully. However, if the phone call is not completed within X period of time, I would like to disqualify the lead.

Below is what I have put together so far, the journey works as expected and creates the activities at the right time, however the /lead gets disqualified/ part is not working, the criertia used for disqualifying the lead can be seen below.

Can you let me know if what I am trying to achieve is possible from Journeys/Triggers and if so where I am going wrong?

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Leah Ju Microsoft Employee on at

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Hi Partner,

The /lead gets disqualified/ part is not working?

You used 'status = disqualified' in the condition of the journey:

When a lead is created, his initial state is Open, Have you checked the status of the created Lead?

Did you disqualify this Lead on the form?

Or are you trying to disqualify lead on the journey?

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Ladga 220 on at

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Hi Leah Ju,

Yes, what I am trying to do is have the lead disqualified automatically within the journey if the phone call activity is not completed??

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Leah Ju Microsoft Employee on at

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Hi Partner,

Your need: Disqualify the lead automatically if the status of the Phone call in the journey, Right?

Disqualify the lead means that the lead status should be changed to 'Disqualified', which is 'Update' action.

In the journey, there is no OOB lead update action to select and use.

So we need connect customer trigger and power automate to achieve your goal.

Please refer to the following blog, which provides detailed steps to update lead automatically in the journey:

https://jmdaily.com/customer-insights-formally-dynamics-365-marketing-leverage-journeys-and-power-automate-flow-for-lead-and-contact-record-updates/

I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

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Ladga 220 on at

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Thanks for your help Leah Ju,

In the end I tweaked the journey flow, so that now rather than automatically trying to change the the lead to disqualified during the journey (which I cannot figure out how to do), instead a task is created within the journey with the subject disqualify the lead and the lead is disqualified manually.

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Community member 2 on at

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