Skip to main content

Notifications

Customer Insights - Journeys forum

Send an email automatically when someone registers for an event

Posted on by Microsoft Employee

I currently use ClickDimensions and would like to know if the following is possible with a customer journey.

  1. I send an invitation email with Dynamics marketing
  2. The email contains a link to a marketing/landing page with a form for registration
  3. When the email recipient completes the form they then receive an email confirming their participation

I have seen thread that say this is not possible but it is a basic functionnality. Would the way to accomplish this be to have an confirmation email template added to the customer journey that fires when the form is submitted?

Thanks in advance

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Send an email automatically when someone registers for an event

    Thank you for the quick replies :)

  • Suggested answer
    nkhemji Profile Picture
    nkhemji 2 on at
    RE: Send an email automatically when someone registers for an event

    Hi

    This is possible with customer journey.

    Please check this the below link

    docs.microsoft.com/.../invite-register-house-event-attendees

  • Verified answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Send an email automatically when someone registers for an event

    Hello hockeymom,

    You are correct, and this basic functionality can be easily performed in D365 for Marketing. Here are the brief steps:

    1. Design your email with the link to the Event website - simply drag and drop the event tile in your email to get the correct URL (or pick it up from the event itself), test send it make sure it looks A-Okay, and make it go Live. It's ready to use! Also, design the "Confirm registration" email, which you want to send when an invitee registers.

    2. Create the segment of the people you want to invite for your event.

    3. Create a customer journey - and here you use our Event Marketing template - and see the entire customer journey outline created for you. Simply set the right segment (you created in step 2) and the right emails (the invitation email and the confirmation email). Then, you can delete the extra tiles (did you want to send them a reminder email if they did not open your original email? You can do that too!).

    Go live with the journey, and you're done!

    Once the journey is live, you can check back to see the insights of how many people were sent the email, how many registered and got the confirmation etc.

    Here's a link to a few articles that can get you started. (docs.microsoft.com/.../basic-tutorials)

    Regards,

    Shravan

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans