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We have several different marketing forms, for each marketing form I have a customer journey that sends a specific email based on which marking form that is completed. If a user completes several different marketing forms, the user will only receive email from the first completed costumer journey.
How do I set this up?
Hi Peroll,
The "issue" you encountered has been reported by other users in community, they also want CJ could run again for contacts in each time submission.
However, just as what you understand, a customer can be only processed once trough the CJ, it is by design, and currently there isn't perfect workaround to handle the situation or requirement.
(You may refer to following thread if you need a workaround:
From release plan of 2020 wave 2, a new feature might be helpful to your requirement.
In future update, Dynamics 365 Marketing will allow users to collect data under an entity other than a lead or contact, letting them trigger custom workflows and journeys based on this data.
If you thought it may not work for you, please share your thought and suggestion to Ideas forum:
Regards,
Clofly
Hi
It seems to work when I have started the CJ with an interaction segment filtered on form submission.
But another issue, many customers tend to convert several times on the same form, the time can vary from 1 week to 4 months. What I understand from the CJ is that a customer only can be processed once trough the CJ. Is there a workaround for that?
Best regards
Per
Hi Peroll,
Yes, by setting a interaction segment as start tile of customer journey is recommended.
I will be waiting for your feedback.
Regards,
Clofly
Have read through the thread, there is no exhaustive answer about this use case what I can think. We simply must make a test. But if I understand correctly, perhaps an interaction segment filtered on form submission ensures that users who convert from several forms receives different emails based on the form and CJ. I will let you know when I have tested.
Regards
Per
Hi Peroll,
You could check whether your issue would be related to question of the following thread:
If yes, it is recommended to create a interaction based segment to send marketing email to customers who submitted form.
Regards,
Clofly
Hi
Here are two screenshots. Many of our journeys begins when a user converts on a marketing form. Then we have other journeys that begins with a choice of segment.
Best regards
Per
Hi,
I may not have been clear enough in my explanation, sorry for that.
Our use case is that we need different forms to send a unique email per form. I think we have set it up like this, but if a user converts on several forms, users only receive emails from the first conversion. We have configured the form by updating both "Contacts and lead". We can see that the conversions have registered a lead, but the configured different customer journeys for each form handles only the first conversion, so the user only receive that email.
Thanks for helping us.
Best regards
Per
Hi PEROLL,
The workaround might not be adapted to complex scenario.
The challenge is that we want to send different marketing emails based on different forms, but contact could only receive email from first submission.
Suppression segment is the only approach to prevent contacts from receiving email, however, I didn't find a way to meet all of those requirements within one customer journey.
Due to limitation of existing customer journey features at present, you may need to simplify design: create a segment to query contacts who submit any form of 20 forms(link 20 query blocks with "OR" operator), and use only one marketing email in one customer journey.
No matter which form contacts submit, they will receive same email, but you could create a temporary field to Contact entity and hide it on marketing form to save form name(add custom JavaScript function to 20 marketing pages to populate the field with different values), then render different HTML content based on the field value with dynamic expression.
Regards,
Clofly
Hi
Thank you for your feedback. That’s a method to do it. The challenge we have is that we have plus 20 forms that users can converters on. If we use this method, the combination of different segments will be many and complex. Is there no easier way to do this?
Best regards
Per
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