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
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...
Coming soon in real-time customer journey orchestration
Delete Real-Time Marketing Journeys
Please add the functionality required to simply delete a Journey within Real-Time Marketing.
With the ability to create custom Event Triggers, these inevitably need testing in Live environments.
Nobody wants to keep a Test Journey for historical purposes. Ple...
The delete functionality has been released.
Add Flow Tile to Customer Journey
Today, we have a tile for Workflow in the Customer Journey. Many of our customers are receiving the message to convert their workflows to flow. Can you add a Flow tile to the Customer Journey?
This feature is now in public preview. Please try it out and give us feedback - https://docs.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-custom-event-actions
Thanks
Ayush
Maximum emails per week per Contact
Hello, I'd like to see a feature that allows me to assign a max email send per week to a contact AND to a segment. The feature would allow a user options: 1. queue emails over the allowed volume for the subsequent week; 2. allow transactional email over limit; 3. do not send emails scheduled to b...
Hello! I'm excited to say that the Frequency Capping feature is now available in GA for real-time marketing. You can read the full documentation for it here: https://learn.microsoft.com/dynamics365/marketing/real-time-marketing-frequency-cap
The current release of this feature does not address everything in this idea - while it does allow capping per contact point over daily/weekly/monthly time ranges per channel, and it does exempt transactional messages, messages that hit the cap are dropped rather than put in a queue to send later. That "retry" functionality is still on the backlog for a future release. As a result, I'm leaving this idea in the "Planned" state for now.
Thanks,
Jenna
Product Manager for D365 Marketing, Microsoft
See also: https://experience.dynamics.com/ideas/idea/?ideaid=e3017ed4-b5b2-e911-b083-0003ff68a4d2
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 ...
We are looking at solving for this scenario with real-time marketing journeys.
Use lead entity in customer journey and email marketing
As a customer and consultant I like to have the possibility to use the leaf entity in a customer journey to send marketing emails. A lot of clients use lead as a prospect funnel and now D365 marketing is only built for contact marketing
With real-time marketing journeys you can create an event-based journeys that works with leads. We are also looking into adding new segmentation capabilities so segment based real-time journeys can work with leads directly in addition to contacts - Create segments for contacts and leads in the new segmentation builder | Microsoft Docs
throttling outgoing emails
include the functionality to schedule how many mails per campaign are allowed to be sent every minute/hour/week/.. in order to balance the number of outgoing emails and to be able to halt any campaign in case of an error that slipped through the testing process. 2 main reasons for this demand:...
Thank you for your feedback. This has now been added to our backlog and will confirm release date when we pick it up. The first version will focus on capping the messages per day/week/month etc (Frequency capping). The second version of that feature will include throttling to spread out the volumes, and may come at a later date than the first.
Thanks,
Ayush
Product Manager for D365 Marketing, Microsoft
Allow contact to go through Customer Journey more than once based on trigger
Now a contact can only go through a journey once. Should be able to set a journey if there is a trigger (such as a new form submission) to go through the journey again.
Thank you for your feedback.
We released this feature as part of the functionality for the Dynamics 365 Marketing product, that was launched in August 2021.
Please refer to the following link for more information: https://docs.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-event-based-journey#set-the-journey-start
Map Fields from Parent Contanct to New Lead Created by Journey
When a new lead is created by a Customer Journey - it copies over Name, Phone, and Email from the Contact record. However, there are other fields in the Contact record that customer's want to add to the new Lead record. For example, Company Name should also be populated. Provide a way to ident...
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.
Administrator
We would like to understand better what you are trying to accomplish with this testing feature. If you would like to talk to us please reach out to me on gagatera@microsoft.com