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

customer journey open email trigger contact doesn't go back into main journey

(0) ShareShare
ReportReport
Posted on by 180

Hi

We have a customer journey that if contact doesnt register for the event in a 6 hour period we check if they declined and if not then check if contact opened the email. If email opened, we send a RSVP reminder for the contact to register. It appears if the contact does register we can see a registration record but we don't see the contact moving through the happy flow tiles at the top of our customer journey in the attached diagram. That would be where once we check in the contact (event attended) to see they get sent a thank you email at the end of the journey. Not quite sure where the issue may reside. We would expect that once it checks if the contact opened the email it would send the rsvp reminder (which it does) but the registration activity doesnt join the customer journey at the top like other contacts that registered. Is it the times maybe setup incorrectly..

In ideas what may be happening here?

BradCj.JPG

I have the same question (0)
  • cloflyMao Profile Picture
    25,210 on at

    Hi Brad,

    Is it happy flow? Could you share more details about "but we don't see the contact moving through the happy flow tiles"?

    3000.Cj.JPG

    Is this part of RSVP reminder?

    Cj-_2800_1_2900_.JPG

    For you second question "but the registration activity doesnt join the customer journey at the top like other contacts that registered",

    would you like to the one person(person who opened email) could join 5 people in top customer journey?

    As per my understanding towards your questions and working mechanism of customer journey,

    different paths in customer journey could be regarded as different pipelines,

    there are 4 pipelines in you cj:(merge top paths into one)

    1. Customers registered event. (top of diagram)

    2. Customers didn't register event and declined.(People who flowed to End Scheduler tile)

    3. Customers didn't register but accepted registration and opened email.

    4. Customers didn't register but accepted registration, email for them was not opened.

     Thus the contact in pipeline 3(1/3) wouldn't join with other contacts who registered event(5/8, in pipeline 1), because he/she has flown to a separate path, this contact has its own end.

    Regards,

    Clofly

  • Baggie9 Profile Picture
    180 on at

    HI Clofy

    Thanks for your reply very interested to hear about your views as usual.

    Ill respond inline below

    Is it happy flow? Could you share more details about "but we don't see the contact moving through the happy flow tiles"? Yes that is the happy flow. The contact that didn’t register initially on the top flow but opened email and then got the RSVP and from that email then registered, the assumption would be that contact would then go join the happy flow at the top. SO we would see the count of contacts include the people who registered from the rsvp reminder.

    Is this part of RSVP reminder? Yes so if email opened contact would move to the next tile to be sent the RSVP reminder email.

    For you second question "but the registration activity doesnt join the customer journey at the top like other contacts that registered",

    would you like to the one person(person who opened email) could join 5 people in top customer journey? Yes we would want these contacts to join the happy flow at the top.

    As per my understanding towards your questions and working mechanism of customer journey,

    different paths in customer journey could be regarded as different pipelines, interesting didn’t know it seen as different pipelines

    there are 4 pipelines in you cj:(merge top paths into one)

    1. Customers registered event. (top of diagram)

    2. Customers didn't register event and declined.(People who flowed to End Scheduler tile)

    3. Customers didn't register but accepted registration and opened email.

    4. Customers didn't register but accepted registration, email for them was not opened.

    Thus the contact in pipeline 3(1/3) wouldn't join with other contacts who registered event(5/8), because he/she has flown to a separate path, this contact has its own end.

    How would you suggest we cater for this type of scenario? We have a requirement as follows:

    - Send invite emails

    - -Check did client register in a time frame for eg 6 hours

    o If yes continue on the happy flow at the top. Which will then see if the contact was checked in (attended the event) and then sends out a thank you email. If didn’t attend sends out sorry we missed you email

    o If no check if client declined before checking if they opened the email. We don’t wish to send a rsvp reminder if the client has already declined

    - If email never opened send invite email again after a period of time. Then again if the client does register they would join the happy flow at the top.

    Thanks for your feedback

  • cloflyMao Profile Picture
    25,210 on at

    HI Brad,

    We should still add duplicate tiles for contacts who never opened email and do register via the second invite email.

    ( - If email never opened send invite email again after a period of time. Then again if the client does register they would join the happy flow at the top. )

    Because they have flowed to end of their own path, there is no control tiles for us to drag them to happy flow at the top, 

    (currently there is only splitter tile.)

    So the diagram which is based on your requirement would be below:

    combinator.jpg

    enlarged view of right part,

    tiles(activities) would be same as tiles in "top happy flow":

    pastedimage1588662028891v2.png

    Regards,

    Clofly

  • Baggie9 Profile Picture
    180 on at

    Thanks Clofy

    Is there another way of handling this requirement by use of segments created based on behavioral outcomes of the contacts in a journey?

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi Brad,

    We could add a interaction/behavior based segment under bottom of main pipeline as parallel pipeline.

    pastedimage1588671228045v1.png 

    Wait until some marketing activities in main pipeline have been completed, (give the segment sufficient time to collect contacts from upper pipeline)

    then launch marketing campaigns against them.

    Regards,

    Clofly

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
11manish Profile Picture

11manish 165

#2
ManoVerse Profile Picture

ManoVerse 156 Super User 2026 Season 1

#3
Zhilan Profile Picture

Zhilan 49

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans