Customer Voice submission to trigger Customer Journey in Dynamics 365 Marketing

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Posted on by Joakim Gunstad

Hello Community,

As part of a project we're doing for one of our customers, we're looking into whether it is possible to setup Customer Voice submissions as the trigger for an email/newsletter send-out in a Customer Journey.

For example. Customer A submits the Customer Voice form and then receives a marketing email based on the survey response.

An important requirement is that the marketing email needs to reside in the Dynamics 365 Marketing app. Our customer needs to easily be able to change and alter the design and message within the Marketing Email. Hence, we cannot set everything up using Power Automate. This would be too technical for our end users.

Does anyone have experience with this? Is it something that perhaps can be solved using custom triggers/events in Real-Time Marketing?

Thanks!

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Joakim Gunstad 50 on at

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RE: Customer Voice submission to trigger Customer Journey in Dynamics 365 Marketing

Thanks Mikko!

I will definitely test this. As you also mention, using the custom trigger with power automate could also be a viable option.

Best Regards,

Joakim

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Mikko Berg 11 on at

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RE: Customer Voice submission to trigger Customer Journey in Dynamics 365 Marketing

Hi Joakim,

Yes, I think you can achieve this by using real-time marketing trigger based journeys.

You could create a trigger for Customer Voice survey responses:

And then a journey that uses the trigger:

If this doesn't meet the requirements, you can also create a more complex trigger using Power automate (https://www.ameyholden.com/articles/real-time-dynamics-marketing-custom-triggers-dataverse).

- Mikko

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