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Customer experience | Sales, Customer Insights,...
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Contact doesn't go through the Customer Journey with the right

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Posted on by 36
Hi Everyone, 

At the moment, I am still struggling with the transition to Customer Journey Insights for one of my clients. Currently, I am attempting to consolidate all their confirmation emails into a single flow, but I've encountered a problem.

For each branch (see image 1), I am utilizing conditions to direct the contact to the appropriate email.


The trigger, as depicted in image 2, is activated when the Activity Type, Parent Campaign, and Channel are updated. This aspect is functioning well.

Every time a contact fills out a non-Microsoft form on the website, they receive a Campaign Response (see image 3). However, the client prefers not to use Microsoft forms, as this would prevent the contact from receiving a Campaign Response, affecting other workflows within the company.

The initial check in the Customer Journey is to ensure that the Medium and Channel are Online_ and Internet, respectively. The second check is to determine if the form was a request for a digital document, with the condition set to Activity Type = Digital_.

So far, so good. However, the final check is to determine which document the client wants—whether it's one with apples or the latest sales. This is determined by the related Campaign. Here lies the issue: the related/parent campaign cannot be selected under the conditions of the trigger. Consequently, I've navigated to the conditions of Contact -> Campaign Activities -> Parent Campaign -> SALE.

This seems correct, but unfortunately, the flow fails to recognize the Contact-Parent Campaign, resulting in the contact exiting the Customer Journey without receiving an email.

The question is simple: How can I resolve this? I cannot utilize leads, as the company operates in a B2C setting and refuses to adopt a B2B configuration. Additionally, I cannot work with a 1:N or N:1 relationship.

I hope to hear a solution soon.

Thanks!

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