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Customer experience | Sales, Customer Insights,...
Suggested Answer

Send internal email from customer journey

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Posted on by 61

Hello

Have there been any updates on being able to send an internal email notification from within a customer journey/allowing a contact to go through more than once? Im reluctant to use real time marketing as there are other unresolved issues there for us still. 

Thanks

Gemma

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  • Suggested answer
    Moximox Profile Picture
    2 on at

    Hi

    yes this is possible with release wave 1 2022. Please check out below url. You trigger a flow from the journy to run a additional journey with the candidate contact/s. 

    https://docs.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-custom-actions

    mox

    mox

  • Gemma2020 Profile Picture
    61 on at

    Thanks for the response. We've set up a flow already based on a new lead being created as the trigger, but this won't work if the lead currently exists in the system. Therefore, we could still miss out on notifications if an existing lead has accidentally been left open (which often happens) and they do a form fill again.

    Do you have any recommendations to mitigate this? 

    Ideally, we just need the functionality like other marketing software where you can add a step to 'send internal notification' - and a way to ensure people can repeatedly go through a customer journey. In our example, its our contact us form. And the less technical input needed, the better, especially for non technical marketers who often don't have resources/knowledge available to set up flows and drop code everywhere as dictated by real time marketing. 

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