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Can I start a Customer Journey from an Interaction or only from a Segment?

Posted on by 545

With other products, I can start an automation from a customer interaction.  For example, when a customer submits a form.  Upon that interaction, a journey will begin.

Based on what I've seen so far, I can only start an automation (Customer Journey) from a Segment in Microsoft Marketing.  Is this correct?  I know I can create a segment based on customers who submitted the form - but that's an extra step.  It would be easier to start an automation from an interaction and not have to create segments for every interaction.

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  • Stephani Profile Picture
    Stephani 545 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Ok - I don't understand what I'm doing wrong.  Is it me or a bug?  I created a Journey exactly like this.  When I submitted the form - an email went out to 23 people (everyone that had ever submitted the form) instead of just me.  Why is this happening?

    JourneyDetails.png

    JourneyDetails.png

  • Stephani Profile Picture
    Stephani 545 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Love it, this is exactly what I was looking for!

  • Suggested answer
    Stephani Profile Picture
    Stephani 545 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Thank you!

  • Pascal T Profile Picture
    Pascal T 175 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Hi Daniel

    Well, the time needed to trigger the automatic email is sometime a bit random but i've seen a huge improvement since the April update.

    The only way we manage this is super basic: The confirmation message after submiting a form just says "Thank you for your registration, you will receive a confirmation email very soon."

    So we do not promise any communication within few minutes.

    // Pascal

  • D@niel Profile Picture
    D@niel 120 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Hi Pascal,

    How do you handle the long delay in sending the confirmation mail? Sometimes this mail is sent hours later.

    Best Regards,

    Daniel

  • Pascal T Profile Picture
    Pascal T 175 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Hi

    We do exactly the same, a very simple two step customer journey (that should be renammed Automation by the way).

    As soon as someone submit a form, he receives a confirmation email.

    And by the way, our customer journey has only two steps:

    2502.CJ1.PNG

    Best regards

    Pascal

  • Suggested answer
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    Hello,

    like Stephan shows in the screen shot, inbound journeys are well supported with Dynamics 365 for Marketing!

    You can read more here in the documentation.

  • Stephan Klemm Profile Picture
    Stephan Klemm 110 on at
    RE: Can I start a Customer Journey from an Interaction or only from a Segment?

    You can start a Journey from an interaction. We use this to send customers E-Mails after they submitted a form on a specific Marketing page.

    Use a Marketing page as the first tile and select the form on the second tile. Upon submission the path continues and an E-Mail is send.

    2019_2D00_04_2D00_29_5F00_163137.png

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