Hello everyone,
I am diving a bit into account based marketing and I am struggling with the usage of the trigger tiles in customer journey. On docs.microsoft.com I read
"For account-based journeys, trigger tiles can work based on contacts or on accounts.
But I don't understand it practically as I don't see a use case/example that can explain the difference.
For the other tiles (such as activities or leads) I understand the difference, but not on the trigger tiles.
Is there anyone out there who has an easy step by step example where I can use this and where I can see the difference between the options "account based" and "contact based"?
Thanks a lot
I know the trigger tile is now the If/Then tile, but the new behaves the same as the old.
Is there anybody else here on the forum that can give me a practical example/use case of the if/then tile with account based marketing?
Hi Nico,
As the tile you mentioned has been replaced by another tile, you can't get an example/use case about it.
Hello,
Thanks again, but I know the "technical" side of things. I am looking for a real life practical example/use case of this.
Hi,
I found the original documentation for this description you mentioned.
It is available for Trigger Tiles.
However, the If/then tile has replaced the Trigger tile.
And there is no such option (Based on Account/ Contact) in this tile, so this description should make no sense.
Thanks Nya for the reply, but this is the part that I understood.
I am looking for an example with I/then trigger tile. There you also have the option to choose between account/contact if it is account based, but I can't find a example/use case for that.
Hi,
Here is an example.
A contact (FF1 L) belongs to an account called Acc 01, which also has several other child contacts.
When the FF1 L is set as the audience of a customer journey,
and the journey is set as account-based,
add a create lead tile into the journey and set it as "create for each account".
Leads will be created for the account Acc 01.
If it is not account-based journey, the option will not be shown.
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