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Inbound Marketing journey without contact record

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Posted on by kjoniXen

What is best pratice to create an inboud journey when someone download an e-book?

I want an MQL (Marketing Qualified Lead) for every registration and I don't want to create contacts. Contacts are created (or matched against existing) when salesmen convert SQL (Sales Qualified) to opportunity.

I have a marketing form that creates lead for every registration, but cannot find any way to change status (MQL to SQL) or any field on leads in the journey editor. The workflow tile ONLY work on workflows that runs in context of contacts (not lead).

Am I missing something?

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cloflyMao 25,210 on at

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Hi kjoniXen,

Customer journey can only run for contact entity.

You could set Marketing only field of your contacts who are associated with MQL to Yes to distinct them with contacts who are associated with SQL,

then build a segment which is based on MQL to run customer journey.

Meanwhile, create a view to show Marketing only contacts.

For your contacts who are associated with SQL: contacts that you never engage in marketing activities won't be counted as part of Marketing contacts quota,

In a word, you could distinct different type of contacts by some fields, and query "Marketing only" contacts from their related MQL records.

Regards,

Clofly

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kjoniXen 40 on at

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Yes, but what if I have several campaigns and I want to to know what campaigns my MQLs triggered on? One contact can trigger on several campaigns

I understand that I can have several fields on contact that identify my different campaigns, but then I have to create a new field for each campaign. That is not an end-user task and we can not build routine that involves systemuser when customer needs to create new campaigns.

I wonder if a better solution is to skip MQL creation when ebook is downloaded (MQLs is leads which is "in process" in a Journey, but no record) and create SQLs with the lead creation tile when lead is ready to be SQL.

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cloflyMao 25,210 on at

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Hi kjoniXen,

You can know what campaigns your MQLs triggered on based on interaction data by javascript code.(If they have corrensponding contact records)

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/retrieve-interactions-contact

For example, if I run 2 customer journeys for same contact, and all of these customer journey are just used for sending marketing email,

then 2 EmailSent type interaction records will be created for the contact, these interaction data contains its parent customer journey data.(the triggered campaign)

You could import my demo web resouce into your environment for check.

Title

Engaged customer journeys of current contact.(Email Sent)

Raw json data:

[ { "SendingId": "98e9afcc-1f4c-cb7c-e141-dd2e30c371f8", "ContactId": "43ecb60e-555c-ea11-a811-000d3a80c0ee", "EmailAddressUsed": "clofly@xxx.com", "EmailDomain": "xxx.com", "MessageId": "108a53e4-de48-ea11-a812-000d3a80c481", "CustomerJourneyId": "fb0e8c51-115d-ea11-a811-000d3a80c0ee", "CustomerJourneyIterationId": "9e7ae839-b822-4bab-b77a-6736002facaf", "UsageType": "CustomerJourney", "ActivityId": "4a005da6-3f54-d361-3b3d-8e6136daa80d", "AccountId": "c29b5eb4-a848-ea11-a812-000d3a80c481", "OrganizationId": "f058ab5e-df5e-4f46-a413-28c5334d27e4", "InteractionType": "EmailSent", "Timestamp": "2020-03-03T05:45:54.711 00:00" }, { "SendingId": "644eb347-81a7-8665-4f5d-89353e05fb64", "ContactId": "43ecb60e-555c-ea11-a811-000d3a80c0ee", "EmailAddressUsed": "clofly@xxx.com", "EmailDomain": "xxx.com", "MessageId": "108a53e4-de48-ea11-a812-000d3a80c481", "CustomerJourneyId": "010637ed-115d-ea11-a811-000d3a80c0ee", "CustomerJourneyIterationId": "fe771ea3-4398-4098-acfc-bb77d7ddf981", "UsageType": "CustomerJourney", "ActivityId": "08ddf74c-f34c-bee9-a369-c34540d741cc", "AccountId": "c29b5eb4-a848-ea11-a812-000d3a80c481", "OrganizationId": "f058ab5e-df5e-4f46-a413-28c5334d27e4", "InteractionType": "EmailSent", "Timestamp": "2020-03-03T05:51:02.354 00:00" } ]

In your scenario, you could change InteractionType to FormSubmitted, because ebook can be only downloaded when recipient submitted form successfully.

Regards,

Clofly

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Suggested answer

Aga M on at

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Hi kjoniXen,

Thank you for the question.
At the moment, our customer journey runs on contacts only.
Therefore, the best way to create an inbound journey for people who downloaded an e-book would be to:
1) create a segment of all who submitted the form (prerequisite to download the e-book)
2) create a lead of all who are in the journey (who submitted the form)
The trigger journey for a given lead is stored and available in Lead's details as a source journey (see attached screenshot).

Best Regards,
Aga

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kjoniXen 40 on at

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@Aga: How do you suggest that I indicate that this lead is ready for sale (SQL)? The fields is added out of the box under process step "Automated Marketing Qualification", but how can they be changed in the customer journey?

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