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Customer experience | Sales, Customer Insights,...
Answered

Sending Email Via Custom Entity Email address , is that possible?

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Posted on by 5

Is it possible to have segment based on Custom Entity that has a email address field within it. Basicaly, the to address of the email needs to be picked from an custom entity Email address field.

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  • Suggested answer
    d_radulova Profile Picture
    2 User Group Leader on at

    Hi @Krishire,

    Segments always resolve to contacts. And customer journeys always send emails to contacts only.

    You can filter on any custom entity in a segment though. 

    Thanks,

    -DD 

  • Krishire Profile Picture
    5 on at

    DD, Am I missing something fundamental here, the email addresses I'm holding in a custom entity are of temp nature and we don't want to create contact records in our crm app for those email address. In this scenario what will be the approach, please suggest.

  • Suggested answer
    @iainwickscrm Profile Picture
    52 on at

    Hi Krishire, Dilyana, has given you the right answer.

    D365 Marketing only sends emails to contacts.

    If you were using a tool such as ClickDimensions you would be able to create your temporary list as leads instead of a customer entity.

    Maybe you can create the contacts and flag them in a way that they can be segregated from the customer base?

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