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

Adding Customer Journey/ Marketing E-Mail Information to the Timeline

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Posted on by 70

Hi all,

My customer has a following requirement:

Whenever a contact is part of a customer journey and receives a marketing email, there should be an automatic note/post/activity in the timeline stating that the customer received that specific email (either direct link to the marketing email ID or simply name of the email).

I tried using workflow and flow for this, but I was not able to include marketing email information on the activity.

Any ideas on how to solve this issue?

Thanks!
Jana

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi Jana,

    Yes, the marketing email information cannot be passed to the flow/ workflow.

    You can only set the information manually for each journey.

    pastedimage1638261738698v1.png

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