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Customer experience | Sales, Customer Insights,...
Suggested Answer

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

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Posted on by 110

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

  • Aga M Profile Picture
    Microsoft Employee on at

    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

  • Aga M Profile Picture
    Microsoft Employee on at

    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

  • VSalyer24 Profile Picture
    110 on at

    - 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.

  • VSalyer24 Profile Picture
    110 on at

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

  • Suggested answer
    Aga M Profile Picture
    Microsoft Employee on at

    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

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