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Customer experience | Sales, Customer Insights,...
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Real Time Marketing with Workflow

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Posted on by

Hi There,

I have a small question and also I created a workaround for my problem. Here is my starting point:

There's a plugin on Dynamics 365 that triggers real-time marketing when a new order is created. The Real Time Customer Journey checks the contact details (order by e-mail true / false) and then sends an e-mail to the customer. After the customer clicks on a certain link in this email, a workflow should be started.

pastedimage1632218894083v4.png

Problem: Right now, it is not possible to start workflows on real time customer journeys like in the customer journeys on outbound marketing.

Workaround: Created a marketing page an link it to the (Real Time) Email. In outbound marketing we add a segment, which segments Contacts who visited this marketing page. Alternativ I use a marketing form, add it on the CMS and use "Form Visited" on the segment.

pastedimage1632217530385v3.png

Then there is a customer journey with the segment described above that only has the purpose of triggering a workflow. This is how I think it could work.

Question 1: In Real Time Marketing, is there an implementation planned for workflows?

Question 2: Is the workaround that functional or is there some other idea that made a much more stable process possible?

Thank you very much,

Ferdinand

I have the same question (0)
  • Nya Profile Picture
    29,060 on at

    Hi Ferdinand,

    Thanks for your sharing.

    But there is no better way to achieve your request.

    You could consider to post your proposal in Ideas forum in order to drive it to be improved.

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Nya,

    thank you for your reply. I created an Idea here:

    experience.dynamics.com/.../

    Maybe it will be usefull for other marketing users.

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