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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Using Event Attributes...
Customer experience | Sales, Customer Insights,...
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Using Event Attributes in a Registration Email

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Posted on by nickellis74 90

Hi,

I'm having one of those "I refuse to believe this isn't something they've thought of" moments!

We host a number of events and use a default registration form for all of them. We then want to fire a default Customer Journey that goes:

  1. Immediately send registration confirmation email
  2. 3 days before event send a reminder email
  3. 1 hour before event, send another reminder

The challenge seems to be two-fold:

  1. Firstly, I seem to have to create a separate segment and journey for each event
  2. I don't seem to be able to pass attributes of the event into the email

So I would like to create a segment of "When someone registers for any event, even if they've already registered for other events" and have that pass into the Customer Journey.

Secondly, we want to dynamically pull some information from the Event record for the email content - For example, "Thank you for registering for {{event.event_name}}", and most importantly I need it to dynamically assemble the URL for a script that generates an ICS file: 

calendar.our-domain.co.uk/ICS.aspx

None of this seems particularly revolutionary, so I have to conclude that I am missing it rather than it doesn't exist. Could anyone point me in the right direction?

Thanks

  • AndrewKr Profile Picture
    AndrewKr 15 on at
    RE: Using Event Attributes in a Registration Email

    Hi Nick,

    I too find myself in a similar boat.   But I have found a few docs that I've passed onto my D365 Administration team to hopefully setup the sync and also configure the Events Management to handle at least the initial sending of confirmation email automatically.

    I've found that some of the default OOB settings aren't enabled, and of which some of them I would have thought be core OOB functions all would want on.

    Take a look at this doc regarding the sync of Event Registration details so as to use them in Customer Journeys, as I ran into that blocker too.  I'm hoping once the sync of the entities is enable, I'll be able to create journeys that pulling on those event record details and do this 'basic' functionality for an Events Management system.

    docs.microsoft.com/.../invite-register-house-event-attendees

    I took note of this section of text: "The primary event entity (Event) is normally set to sync by default, but the event registration entity (Event Registration), which can be useful for communicating with registered contacts, is not."

    For the immediate sending of confirmation email take a look at the following doc, as it seems to cover a number of items but in particular this one seems to address what we wanted for immediate confirmation emails, but I'm awaiting the administration setting these up.

    "Send mail to event attendee: Set to Yes if you'd like the system to send an automatic email to each new contact that is registered for an event. This includes both self-registering contacts (if allowed) and contacts registered by another purchaser."

    docs.microsoft.com/.../events-settings

    I'm hoping once these have been enabled, it'll allow further progress in functionality.

  • Lynn Drees Profile Picture
    Lynn Drees 160 on at
    RE: Using Event Attributes in a Registration Email

    Hello,

    I've submitted an Idea on this topic. Microsoft Idea · Recurring events and Customer Journey (dynamics.com)

    I would appreciate anyone who could take the time to review and vote if you agree.

    Thank you!

    Lynn

  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: Using Event Attributes in a Registration Email

    Hi Nickelis74,

    answering question #1 - please check the earlier thread on this forum - Building a segment of event registrants - Dynamics 365 Marketing Forum Community Forum

    HTH

    Elena

  • Lynn Drees Profile Picture
    Lynn Drees 160 on at
    RE: Using Event Attributes in a Registration Email

    Hi Nick,

    I was about to post the same question. There has to be a way to accomplish this - or there should be. You've described our situation. Our need is to have the unique event details/attributes be able to be displayed in a default email template AND to have the timing of the communication based on the unique event date.

    I know that there is currently a limitation that a contact can only go through a journey one time. I believe that in the 2021 Wave 1 there will be an option in the customer journey orchestrator to allow a contact to go through a journey more than once.

    I have not heard of a solution to passing unique event details into the email content OR the ability for communications to be triggered based on unique event dates.

    I'm hoping someone has figured this out or has more information to share.

    Best,

    Lynn

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