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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Event email setup
Customer Insights - Journeys forum

Event email setup

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Posted on by elisak 55

Hi,

I'm trying to set up a automatic email to an event registration/purchase. I know this is done in Marketing > Settings > Event Administration, but as soon as I select 'Yes' for 'Send mail to purchaser/Send mail to event attendee', I get the following error message: An email configuration is required to send email.

Is there any guidance on how to do this?

Thanks in advance! -elisa

Categories:
Event Planning and Management
  • elisak Profile Picture
    elisak 55 on at
    RE: Event email setup

    Oh, I think I get it now. I'm not sure if it is possible to create something like this. I would create a template for all needed materials per event and customise it per event as needed.

  • SwathiD Profile Picture
    SwathiD 200 on at
    RE: Event email setup

    Sorry if I was not clear. The issue is the survey link varies for each event. Hence I want to add the event field "survey link" which will contain the related forms pro survey link.

  • elisak Profile Picture
    elisak 55 on at
    RE: Event email setup

    Hi,

    I'm not sure I understand your case properly.

    Could you just create an email with a link to your FormsPro Survey? I think for this you can also use the 'Button' fuction.

    Add in a Button and add your link. I don't think you need to include an Event tile anymore.

  • SwathiD Profile Picture
    SwathiD 200 on at
    RE: Event email setup

    Thanks for the reply Elisa. I did try the same but I am struck at the marketing email step. In the marketing email, I need to include event related forms pro survey say link1 into the email. I can see I can add event from the tool box. But I'm able to add only any one static event and not event field. Any idea on how to achieve this? Thanks

    .Event-Survey-link-issue.jpg

  • elisak Profile Picture
    elisak 55 on at
    RE: Event email setup

    Hi,

    Yes, I think I was able to achieve this requirement with Customer Journey eventually.

    With your case, I would try adding a trigger tile after the event and adding a rule to it that checks which of your contacts in invitees segment attended and then add a survey email to your yes track.

    Hope this makes sense :).

    -elisa

  • SwathiD Profile Picture
    SwathiD 200 on at
    RE: Event email setup

    Hello Elisa,

    Were you able to achieve your requirement? I have a similar requirement where I need to send survey invite emails to all the event attendees. Thanks in advance

  • elisak Profile Picture
    elisak 55 on at
    RE: Event email setup

    Yes, I tried this but did not succeed. I still got the same error. But as Shravan Suri states above that this function has been deprecated, no need to look further.

    Thanks :). -elisa

  • elisak Profile Picture
    elisak 55 on at
    RE: Event email setup

    Thanks for your quick reply! If I want to make sure also people outside my original Segment (i.e. invitation email) will also receive a confirmation of the registration, should I add in another dynamic segment along the journey?

    Thanks in advance! -elisa

  • cloflyMao Profile Picture
    cloflyMao 25,198 on at
    RE: Event email setup

    Hi elisak,

    Have you ever opened Advanced Settings and checked Email Configuration in Settings > System > Email Configuration?

    2275.sss.png

    If not, you could try to enable Server Side Synchronization. Then try to Send & Enable Mailbox and check whether issue still exists.

    https://docs.microsoft.com/en-us/dynamics365/customer-engagement/admin/connect-exchange-online  

    Regards,

    Clofly

  • Verified answer
    ShravanSuri Profile Picture
    ShravanSuri 1,255 on at
    RE: Event email setup

    Hey Elisa,

    Please use the Customer Journey to create these automated emails, the "Automated emails set via event administration" functionality has been deprecated. Here is the documentation for setting up an interaction based customer journey.

    Thanks, 

    Shravan

    PM for Event Management

    D365 for Marketing

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