web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Send welcome email to all new contacts

(0) ShareShare
ReportReport
Posted on by 84

Hello

Our Dynamics system creates new contacts both manually and automatically (via web forms)

Using Dynamics Marketing, what is the recommended way to send a welcome email to all new contacts, but exclude existing contacts

Thanks
Pete

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,064 on at

    Hi Pete,

    I think the best way is to create a dynamic segment to filter out the contacts who are created in the past day.

    The segment is something like the following.

    pastedimage1643183167278v1.png

    You can set the customer journey as a recuring one and set the Recurrence interval as 1.

    So that the email will be sent to the new contacts created daily.

  • All My Systems Profile Picture
    84 on at

    Thanks. In your example, what is the reason for using a recurring customer journey? Would a normal Journey work also?

  • Nya Profile Picture
    29,064 on at

    Hi Pete,

    Yes, a normal one is enough.

    I was overthinking it.

  • Jorflo Profile Picture
    5 on at

    Is there a way to do this faster?

    If we would like to send out a welcome email instant or within 1 hour?


    Something like this?

    index.png

    If it is possible to set dynamic timestamp?  Like you can do with "Is within x". Just in minutes or hours

  • All My Systems Profile Picture
    84 on at

    For me this isn't an answer, as we want to include contacts who've been created manually in Dynamics as well as via a form submit

    Perhaps you could use a real-time journey in your example?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 170 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 155

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans