Hi,
I have a requirement to create customer journey dynamically and associate it with segment and marketing email template.
The power automate should create the customer journey on expiry of existing customer journey. Any links or guidance will be helpful
Thanks in advance.
Hi Joshua
FYI, if you want an enteprise strength customer journey solution that works with Power Automate, see www.inquba.com/.../
Regards
Trent
Clofly
msdyncrm_contentsettingss([existing record content settings]) was a life saver I was banging my head trying to figure that part out..
I am successfully creating a Segment & Customer Journey via Flow (Yah!)
However, when the Journey runs, the contacts in the segment are not getting processed... The Journey keeps saying that it stopped processing those contacts (see image)..
Any thoughts on why a live static segment with a contact on a live journey would not process the contacts?
Thanks for the response I shall try out.
Hi Satish,
You could trigger the flow when a customer journey is Stopped(Status reason field), because when a customer journey expires, it will become into stopped status.
Then create a new journey record from data of the expired record, for example:
Action properties:(The sample action will create a new journey with same tiles as the expired record has.)
Name: [existing record name 123
Start date and time: utcNow()
End date and time: formatDateTime(addDays(utcnow(),30),'dd-MMMM-yyyy')
Time zone: [existing record time zone
Content settings: msdyncrm_contentsettingss/([existing record content settings)
Status: Active
Status reason: Draft
Workflow definition: [existing record workflow definition
The most important part is the workflow definition(tiles), it is structured in JSON format, please take some time to learn about it.
For example, the structure of a simple customer journey will look like below:
(Segment -> Email)
The JSON is stored in msdyncrm_workflowdefinition field of Customer Journey entity.
Share
Report
All responses (
Answers (
[
{
"ActivityTypeId": "bpf_root",
"ParentBranchId": 0,
"ParentRelationshipType": "Default",
"ActivityId": "01",
"Properties": {
"Items": [
{
"ItemId": null,
"ActivityTypeId": "bpf_root",
"Title": "Undefined",
"Name": "New bpf_root",
"ActivityItemId": 0
},
{
"ItemId": null,
"ActivityTypeId": "bpf_root",
"Title": "Undefined",
"Name": "New bpf_root",
"ActivityItemId": 1
}
]
},
"TileId": "bpf_root",
"ParentActivityId": null
},
{
"ActivityTypeId": "Segment",
"Properties": {
"Items": [
{
"ItemId": null,
"ActivityTypeId": "Segment",
"Title": null,
"Name": "New Segment",
"ActivityItemId": 29,
"SegmentMergeMethod": "Union",
"ContainmentMethod": "Inclusion",
"IsNameSystemDefined": false,
"Description": null
},
{
"ActivityTypeId": "SegmentItem",
"ActivityItemId": 30,
"Name": "Clofly",
"EntityLogicalName": "msdyncrm_segment",
"ItemId": "2885c09b-b127-eb11-a813-000d3aa080ec",
"ContainmentMethod": "Inclusion",
"DciSegmentName": "SEGMENT_CRM_ID_2885c09bb127eb11a813000d3aa080ec",
"SegmentDisplayName": "Clofly",
"SegmentSourceType": "Segment",
"Title": null,
"IsNameSystemDefined": false,
"Description": null
}
]
},
"EntityTarget": "contact",
"TileId": "mktAudience",
"ParentActivityId": "01",
"ParentBranchId": 0,
"ActivityId": "01_6"
},
{
"ActivityTypeId": "Email",
"Properties": {
"Items": [
{
"ItemId": "8a68c12e-b027-eb11-a813-000d3aa080ec",
"ActivityTypeId": "Email",
"Title": null,
"Name": "11-16-01",
"ActivityItemId": 38,
"IsNameSystemDefined": false,
"Description": null,
"EntityLogicalName": "msdyncrm_marketingemail",
"ExpiryEnabled": false,
"ExpiryDate": "2020-12-01",
"ExpiryHour": 0,
"SchedulingConfiguration": null,
"ABTestConfiguration": null
}
]
},
"EntityTarget": "contact",
"TileId": "email",
"ParentActivityId": "01_6",
"ParentBranchId": 0,
"ParentRelationshipType": "Default",
"ActivityId": "01_6_8"
}
]
If you only want to change segment and marketing email to new value:
In Segment node, replace value of ItemId and DciSegmentName properties with the new.
In Email node, replace value of ItemId property to the new.
(DciSegmentName equals to value of msdyncrm_segmentqueryname attribute of segment.)
In conclusion, please refer to following article to do basic operations on Customer Journey using the API:
Regards,
Clofly
#1
Holly Huffman
103
#2
Muhammad Shahzad Sh...
96
Most Valuable Professional
#3
Gerardo RenterÃa Ga...
51
Most Valuable Professional
