web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Customer Journey triggered by contacts newly added to segment

(0) ShareShare
ReportReport
Posted on by 5

Is there a way to set up a customer journey that starts when a customer is newly added to a segment? I don't want to have our existing database go into this customer journey?

Bit of background -

We are not using a dynamics form on our website to get customers into the CRM so I can not use a form fill as a trigger. BUT when contacts are entered into the CRM I can see they are created by an admin account so I can use that to create a segment. 

This is a simple journey I want to create, new contact record is created by this admin account, they are sent a welcome email. That's it!

But when I create the journey targeting segment it's adding historical contacts to the journey, which is not good, these contacts should not get a welcome email we have been chatting to them for some time.

Is there a way to create a journey that starts with a trigger that a contact enters journey, then is sent an email? Without it spamming my whole existing segment?

I have the same question (0)
  • Suggested answer
    Fubar Profile Picture
    2,756 on at
    RE: Customer Journey triggered by contacts newly added to segment

    In your Segment that you are using for the Journey set a condition on the Contacts' Created On field and set the date to a fixed or relative date.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Andrés Arias – Community Spotlight

We are honored to recognize Andrés Arias as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Daniyal Khaleel Profile Picture

Daniyal Khaleel 116

#2
DAnny3211 Profile Picture

DAnny3211 101

#3
Abhilash Warrier Profile Picture

Abhilash Warrier 66 Super User 2025 Season 2

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans