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

Notifications

Announcements

No record found.

Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Answered

how to create custom interactions in the marketing insights service

(0) ShareShare
ReportReport
Posted on by

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.

I have the same question (0)
  • Verified answer
    cloflyMao Profile Picture
    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

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…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
Tom_Gioielli Profile Picture

Tom_Gioielli 74 Super User 2025 Season 2

#2
Daniyal Khaleel Profile Picture

Daniyal Khaleel 32 Most Valuable Professional

#3
Gerardo Rentería García Profile Picture

Gerardo Rentería Ga... 31 Most Valuable Professional

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans