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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to create custom i...
Customer experience | Sales, Customer Insights,...
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how to create custom interactions in the marketing insights service

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Posted on by Community Member

Hello,

is it possible to create custom interactions in the marketing insights service?

For example, I'd like to create track a custom interaction (usable in lead scoring and in segments) when a contact uses it's loyalty card in a store. The new "Loyalty Card used" interaction should include the following fields:

- Date and time of interaction

- Loyalty card ID

- Purchase ID

- Purchase Amount

Do I need to create a Custom Channel Tile for this to happen? If yes, can a custom channel be only in "receive mode" (e.g. to track the loyalty interaction) without sending any message? Could anyone send me some code examples?

Thank you very much.

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  • Verified answer
    cloflyMao Profile Picture
    cloflyMao 25,210 on at

    Hi V Hacer,

    Custom Channel Tile would be your option. 

    As my per understanding, the approach to achieve the "receive mode" might be something as below:

    1. Create a custom field "Mode" to Contact entity.

    2. Due to custom channel activity contains an entity reference to contact, thus you can retrieve value of the mode field of contact, then do further actions based on the value.

    (See which fields are contained in Custom channel activity in this link.)

    Please refer to following two tutorials, they would be helpful to custom channel beginner:

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/custom-touch-point-custom-tile-in-customer-journey-in-less-than-10-minutes

    https://community.dynamics.com/365/marketing/b/dynamics-365-for-marketing-community-blogs/posts/firetext-sms-

    In addition, you could also import my demo solution to your sandbox environment to test.

    CustomChannelExtendModule_5F00_1_5F00_0_5F00_0_5F00_1_5F00_managed.zip

    (The custom entity is called "new_twitterchannel", it is used to send twitter message.)

    Regards,

    Clofly

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