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Customer experience | Sales, Customer Insights,...
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Emails - fields and segmentation query

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Posted on by 2
Hi.

I am totally new to Customer Insights - Journeys & trying to get my head around a requirement that my company has.
It makes sense to use the OOB email/SMS etc. functionality within this app but I'm not too sure if it is possible to with the requirement we have.
 
In a nutshell, we have a requirement to send out daily payment arrears reminder emails and SMS's to customers.
My very high level understanding of how to achieve this using the CIJ App - is that we set up segment(s) that define what contacts we wish to commnicate with.
We then setup daily recurring journey(s) linked to those segments and can use email and/or sms templates to send the required communications to them.
 
Now, if my understanding of the above is correct, my problem is that the data I wish to include in any email communication with our contacts exists in a sub entity - not on the contact record itself (the persons name is the only field from the contact to be displayed in the email).
 
For example, say I have an entity called "Arrears" that contains a lookup field pointing back to the contact.
A contact may have many such records.
It is possible that a contact may need to receive more than one email per run (i.e. if more than one of their related "Arrears" records satisfies the filter criteria for receiving communication).
 
I'm wondering if it possible to set a structure up in such a way that...
An individual person (a Contact record) can receive one email per related relevant "Arrears" record.
Each email would display dynamics data that exists on the "Arrears" entity record itself.
 
Many thanks in advance for any advice on how to achieve the above.
 
I have the same question (0)
  • Zay Aung Profile Picture
    33 on at
    Hi CU30070933-0,
     
    Yes, you can achieve the mentioned requirement.
     
    Here's my suggestions.
     
    Re: daily recurring journey(s) linked to those segments: Scheduling daily recurring journey is fine. But tou need to consider the exit criteria. What happen if the Contact has paid what he/she owes - exit from the journey and stop receiving reminder?
     
    Re: receive one email per related relevant "Arrears" record: Instead of sending multiple emails for related "Arrears" records to the Contact, consider include as "Personalise lists of content" in the email. Check this out: https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-personalize-lists
     
    If the above answer helps you solve the issue, click verify answer to help the next person.
     
    Cheers
    Zay
  • Daniyal Khaleel Profile Picture
    752 Most Valuable Professional on at
    Use Custom Trigger-Based Journeys with Power Automate
    Power Automate pulls records from your “Arrears” entity daily that meet criteria (e.g., overdue).
    For each Arrears record, you:
    Get the Contact (from lookup).
    Trigger a Real-Time Journey using a custom trigger that sends a message.
    Pass Arrears-specific data as trigger attributes (these can be used in email personalization).
    Benefits:
    You can send multiple emails per contact, one per Arrears record.
    Emails can use dynamic data from Arrears, passed through the trigger.
    Challenges:
    Slightly more complex to implement.
    Requires use of Power Automate and custom triggers in CIJ.

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