20

Please provide the ability to report on where is the contact in the customer journey

At this moment, when we see the customer journey progress, we can only see via Insight form where it shows how many successful, failed, in progress. But we could not report who is in what stage in the journey. Also from the contact point of view, I would like to be able to see what customer jo...

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2 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for submitting this idea. This feature is currently not in our roadmap. We have added this to our feature backlog and we will continue to monitor the voting on this request.

8

Add tiles to a live (editable) customer journey

Currently, it is not possible to add new tiles (emails, planners, etc.) to a customer journey that has the status reason "live, editable". However, when working with a nurture stream, it is a must have to be able to add new tiles while the customer journey is still running. Something that is c...

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2 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
8

Deletion of Customer Journeys

Please add the ability to deleate obsolete customer journeys. Currently the button "delete" is visible when you're in the Customer Journey Overview. When you then select a Customer Journey to delete it, the Button is away, so you cannot delete the customer journey.

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1 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Completed
Ideas Administrator

You can now delete expired (i.e. obsolete) or stopped journeys besides draft journeys. For detailed list of behaviors supported, please refer to:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/go-live#customer-journey-go-live-operations-and-status 

 

 

7

Allow test runthroughs of customer journeys

It would be nice to have a test mode available for customer journeys with some options like: - override the target segments to a list of internal testing users - allow manual skipping ahead in time to test scheduler tiles

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1 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
5

Pass parameters through customer journey to allow for custom data mapping

It would great to be able to map in custom data to emails and other activities in the Customer Journey. Allow for Customer journey to be triggered on contact related entity, where you can bring the data from this related entity into the customer journey and use this in your communication. This...

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1 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Planned
October 2019
Ideas Administrator

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3

Have a "customer data" tile to split journeys starting from customer information evaluations

It would be very useful to "split" journey paths starting from an evaluation of a customer information (stored on Dynamics and on Customer insight). For example: "one a new prospect arrives, I wait two days and after that if it is not a customer, send an email communi...

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0 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
3

Customer journey start date

Customer Journey start date and time are automatically set with a default value (current time + 1 hour) when creating a Customer Journey and when it's activated there is no way to change it anymore The start date and time should be only manually entered with no predefined value set by the syst...

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0 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
3

Execute past Start Dates at Go Live

It seems that the current specification of going live on a customer journey is to ignore any events with StartDate that have already passed. It would be useful to have the option to retroactively process all past events when going live.

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0 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
2

System Post for marketing e-mail been sent

Ability to save a system post to the Contact or Account wall when a marketing e-mail has been sent Currently there is no way to see in the timeline associated to a Contact any marekting e-mail related event (the system post should be the minimum)

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0 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes
2

merge branches again after trigger splitt

Please provide the functionality to merge two or more branches again after they have been splitted through a trigger. Use Case: I have an invitation Email for an event and set a trigger for non-openers with an reminder email. In the current situation I do not have the ability to integrate the ...

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0 Comments

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Category: Customer Journey (12)

STATUS DETAILS
Needs Votes