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Customer experience | Sales, Customer Insights,...
Suggested answer

Send welcome email to all new contacts

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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

  • All My Systems Profile Picture
    All My Systems 84 on at
    RE: Send welcome email to all new contacts

    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?

  • Jorflo Profile Picture
    Jorflo 5 on at
    RE: Send welcome email to all new contacts

    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

  • Nya Profile Picture
    Nya 29,058 on at
    RE: Send welcome email to all new contacts

    Hi Pete,

    Yes, a normal one is enough.

    I was overthinking it.

  • All My Systems Profile Picture
    All My Systems 84 on at
    RE: Send welcome email to all new contacts

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

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Send welcome email to all new contacts

    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.

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