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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... custom workflow for ad...

Customer experience | Sales, Customer Insights,...

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custom workflow for adding score to lead

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Posted on by CU10071342-0

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Hi,

I want to create a customer journey where we send and email with a link to a whitepaper. We dont want any form to download the whitepaper due to them already being identified.

How can I make sure that the lead gets the 15 points that they normaly do when downloading the whitepaper with a form?

Is that something you can build with a work flow or how can we set this up?

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Hi sthuresson,

You could track whether contacts click the whitepaper link or not.

For example:

Condition:

Action:

Reference:

Segmenting email clicks - Dynamics 365 Marketing Forum Community Forum

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