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Streamlining newsletter delivery to Leads and Contacts

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Posted on by chris7182

Hi all,

We are currently in the process of transitioning from Outbound marketing to Real-time Journeys, and I would like to share a challenge we are facing and seek your valuable input.

Our website has two types of forms:

Lead-gen forms that create a Lead in Dynamics 365
Newsletter subscription forms that create a Contact and set /Bulk Emails/ to allow

When a user checks the Lead-gen box to receive newsletters, it sets /Bulk Emails/ to allow on the Lead.

The goal is to send a newsletter to both Leads and Contacts who have /Bulk Emails/ set to allow. The email includes personalization, such as /Hello {{FirstName}}/ at the beginning, which I believe is directed towards the Contact entity.

Currently, the best workflow I have come up with is:

Create a segment that finds Contacts with /Bulk Emails/ set to allow
Create a Customer Journey that adds this segment and sends a personalized email
Create another segment that finds Leads with /Bulk Emails/ set to allow
Create another Customer Journey that adds this segment and sends a non-personalized /Hi ~~{{FirstName}}~~/ version of the email

This approach requires maintaining two segments, two journeys, and two emails every time we want to send a newsletter to subscribers.

I feel like I may be overcomplicating this process? Is there an easier way to handle this, personalize the email for both Contacts and Leads, and send the email via one journey to both entities?

Alternatively, is it possible to automatically convert a Lead to a Contact if they check the /Receive Newsletters/ box?

Thanks for your help!

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Dengliang Li Microsoft Employee on at

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Streamlining newsletter delivery to Leads and Contacts

Hi,

The flow is shown below.

The flow is triggered when a lead is created, and Receive Newsletters is checked.

Convert that lead into a new contact. The Orignating Lead lookup field of the new contact should point to the lead.

Best Regards,
Dengliang Li
chris7182 2 on at

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Streamlining newsletter delivery to Leads and Contacts

To try to streamline it so I can create one email for both Leads and Contacts... Can I (via Power Automate) convert Leads to Contacts if they have opted in to receiving newsletters?

Thanks!
Dengliang Li Microsoft Employee on at

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Streamlining newsletter delivery to Leads and Contacts

Hi,

Has the issue been solved?
Have there been any updates? Please feel free to ask me if you have any questions!
If it has been resolved, can you mark the response as an answer?
Suggested answer

Dengliang Li Microsoft Employee on at

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Streamlining newsletter delivery to Leads and Contacts

Hi,

It is not possible to send to both the contact and the lead in one email.

You can only create one email for the contact and lead respectively.

For the journey.

You can trigger one journey within another.

In my testing, I trigger another journey used to send an email to Lead in a journey based on contact segment.

Trigger the flow by triggering a custom trigger.

Filter the flow for lead records where the Bulk Email field is Allow.

Triggers a custom trigger which triggers the journey to send an email to lead.

Sends an email to the filtered lead record in the flow via a journey.

This process is also more tedious, creating one less segment but one more flow compared to your method.

If my answer was helpful, please click Like, and if it solved your problem, please mark it as verified to help other community members find more.
If you have further questions, please feel free to contact me .

Best Regards,
Dengliang Li