"Record Updated" Tile

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Posted on by FabiolaRT

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Hi!!

I have seen that some people in this forum do not work with the "record updated" tile , but I have not seen an answer,
I do not know if it is something from the marketing app version, but for the moment when I put the event = update no contact gets the email.
Someone knows what this is?


Regards

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FabiolaRT 155 on at

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Thanks Clofy!

This explanation helps me to clarify this Tile

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cloflyMao 25,210 on at

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Hi Fabiola,

As documentation said, the tile is used to monitor records and then find the contact associated with monitored record.

https://docs.microsoft.com/en-us/dynamics365/marketing/customer-journey-tiles-reference#record-updated

The lead example it shared is a good case for us to understand how it works.

In your setting, actually you are monitoring master contact instead of contact itself.

In Customization > Contact > Fields, we can find that the field is used to identify master contact for merge.

If we didn't perform merge operation between two contacts, then the field shall be null, thus your customer journey didn't run.

I have run a customer journey which contained "Record updated" tile successfully, you could take my steps as reference:

1. Set a contact as primary contact of an account.

2. If we change name of an account, then send a notification email to its primary contact.

3. Result

In addition, we should notice that such customer journey is still not the recurring, it will only send email to contact once. (If we change account name again or more times, email will no longer be sent.)

Regards,

Clofly

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