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Customer experience | Sales, Customer Insights,...
Suggested answer

Problems with subscription setup

Posted on by 10

Hi everyone

I have the following problem: we want to setup a form with which people can register themselves for our newsletter and embed it on our website. Then we want to implement the double opt-in with all the necessary steps (confirmation email, landing page etc.). And as the final step the contacts should have the possibilty to access the subscription center to manage their subscriptions.

Our problem is that we will have two different scenarios of newsletter registration:

1) Contact who are already created in CRM for which the subscription will be added automatically -> no problem

2) Contact who is not created in CRM yet and for which we don't want that a contact is created automatically (as far as I know this is what happens if you get a subscription from an unknown person in CRM)

Scenario 2 is necessary because we have as well an interface between our ERP system and the CRM, which is only syncing from the ERP to CRM and not viceversa. Additionally the ERP is the leading system, this means all contacts are created and maintained in the ERP system.

So I had some ideas how to solve this problem:

Deactivate the automatic generation of new contacts and then create a flow which sends out an email with all the necessary information about the registration to a pre-defined mailbox. Like this they would be able to create this contact first in the ERP system, it will be synced to CRM and there they could add the subscription manually.

My questions then would be.

Is it possible to deactivate the automatic generation of contacts? And would the double opt-in process still be possible?

Has anyone of you had similar issues or any idea for my problem?

Thanks in advance for your help!

  • MarcielloR Profile Picture
    MarcielloR 10 on at
    RE: Problems with subscription setup

    Hi Haig Liu,

    Thanks for the link. It helped a little to understand some processes.

    But I still have some problems to sort out how this will work with our setup (ERP which syncs to CRM and not viceversa).

    Am I right in assuming that we can't disable the automatic creation of a contact if it's not existing in CRM yet?

    Thanks and best regards,

    MarcielloR

  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at

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