Automatically send email to contacts who submitted the form

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Posted on by Joseph Sanchin Biju

Hi,

I have created a Marketing Form and all the submitted records are created as a contact.

Email id is obtained from the form.

My Objective is to send a mail to all the contacts that submitted the form.

Any idea on how to achieve it ?

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Leah Ju Microsoft Employee on at

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RE: Automatically send email to contacts who submitted the form

Hi Joseph,

When a marketing form created in Dynamics 365 Marketing is filled out by someone online, it creates a Marketing form submission record in Dataverse. We can use that as our trigger at the start of the flow.

Note:

When a Form Submission is received, it doesn’t link it to a Contact and/or Lead at the same time that it is created. Processes then run to look for existing records(s) first, and then try to link, or create new records. So, we can’t just run our flow and send out an email all in one go, believe me, I tried. We need to wait until the records are found and matched or created and matched.

Refer to the following link to check to make sure a Contact or Lead has been linked to the Form submission:

https://meganvwalker.com/create-email-notification-d365-form-submittions/

Or you can refer to the following blog:

--The status reason of the form submission changes to Finished(192350003) once this is all complete, which is what we will use as the trigger to start the flow in Power Automate.

https://meganvwalker.com/internal-notification-email-for-form-submissions/#creating_your_flow_in_power_automate

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Joseph Sanchin Biju 15 on at

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RE: Automatically send email to contacts who submitted the form

Hey Leah,

I believe what you have said is related to the Outbound marketing. Right?

What I'm trying to achieve is in the real time marketing section.

Basically I need the following:

1. Need to add the contacts from the forms to a segment (Even if the form is live, contacts should be added to a single segment.)

2. This particular segment should be added to a Journey.

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Eline 27 on at

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RE: Automatically send email to contacts who submitted the form

Hi Joseph,

Create a dynamic segment in outbound marketing: expecting your form is in outbound still.

Publish and go live.

You can select the segment in your journey.

Succes!

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Petr Jantac Moderator on at

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RE: Automatically send email to contacts who submitted the form

Hi Joseph,

The easiest way is to create a trigger-based journey in real-time marketing.

Use the "Marketing form submitted" trigger to fire a journey once your real-time marketing form is submitted.

You can limit the trigger to a specific form by specifying this condition:

Add condition, select "Form Reference" and then click on the blue text "Condition on Form Reference" on top to select a specific form.

You can then define which email will be sent in the journey.

Please let me know if this worked for you.

Petr

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Joseph Sanchin Biju 15 on at

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RE: Automatically send email to contacts who submitted the form

Thank You Petr Jantac for the solution.

This was exactly what I needed

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Joseph Sanchin Biju 15 on at

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RE: Automatically send email to contacts who submitted the form

Thanks Eline for the reply. But my form was in real time

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