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What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

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I am working with a higher education client that wants to be able to track advancement (aka Alumni office) activities via appeal codes that are tracked in marketing emails in a customer journey. Any donations that are made to the institution as a part of the appeal (i.e. marketing email) need to be tracked in D365. Is there a way to expose these appeal codes within a marketing email from the D365 app? I haven't been able to identify a unique activity record that gets created when a marketing email is sent; would I have to add a workflow to the customer journey to create this type of tracking record?

Thank you for your help!

Best, 
Valerie

  • Suggested answer
    Aga M Profile Picture
    Aga M on at
    RE: What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

    Hi VSalyer24,

    Apologies for the delay in replying.

    Yes, you would have to add a trigger checking if email was delivered and if yes -> run a workflow in which you'd be summarizing the donations associated to a given appeal code.

    Best Regards,

    Aga

  • VSalyer24 Profile Picture
    VSalyer24 110 on at
    RE: What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

    Also, here is a screenshot of the POC for the custom channel added to the customer journey: www.screencast.com/.../N0KD4DSNRDp

  • VSalyer24 Profile Picture
    VSalyer24 110 on at
    RE: What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

    - Is the same appeal code used in the customer journey for all recipients?

    ---no, it will be a different appeal code for each customer journey and/or marketing email, activity, etc. We have created a custom entity called "Appeal/Event Code" that will be used to record the appeal code of an email.

    - What exactly would you like to measure? Nr of recipients who received a given email (with a given appeal code)?

    ---An appeal code will be associated to a donation. So it as a result of a constituent receiving Email A (appeal code A-12345) he/she donated $340 dollars. Then each appeal code can have a calculated total of donation dollars.

    We are going to also create a custom channel and tile to add to a customer journey to capture the appeal code. It is our goal to capture this necessary data from the custom channel tile.

  • Aga M Profile Picture
    Aga M on at
    RE: What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

    Hi Valerie,

    Can you please provide more details to your scenario? Without it, we are not able to suggest a solution to your case.

    Best Regards,
    Aga

  • Aga M Profile Picture
    Aga M on at
    RE: What entity can be used in D365 to track Customer Journey Marketing Email appeal codes?

    Hi Valerie,


    Can you please provide more details about your scenario?

    - Is the same appeal code used in the customer journey for all recipients? 

    - What exactly would you like to measure? Nr of recipients who received a given email (with a given appeal code)?

    If you could share a screenshot of your email and a journey - that would help us answer your question.

    Best Regards,
    Aga

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