40

Real-time Marketing (adding multiple segments to journey missing)

Hi there,


One of the most useful features for our organisation is adding multiple segments to a journey. The following is a list of benefits that we can think of, but there may be others:


  1. Insights based on each segment, rather than one combined list of st...

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    4 Comments

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    Category: Customer Journey Design (173)

    STATUS DETAILS
    Needs Votes
    Ideas Administrator

    Thank you for your feedback. Currently this is not on our roadmap, but we are tracking it, and with more feedback and support from the community we may consider it in the future.

    Sincerely,

    Jenna
    PM, Microsoft

39

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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5 Comments

Read more... 5 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
Completed
Ideas Administrator

Real-time marketing journeys have a concept of an attribute branch that lets you check a contacts attribute and create branches in the journey. See Real-time marketing journey tile reference (Dynamics 365 Marketing) | Microsoft Docs

36

Real time journey approval process

An approval process on customer journeys in D365 Customer Insights Real-Time Journeys like the one described for Outbound Marketing in https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/developer/marketing-approvals-feature preventing marketers to go live with journeys wi...

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5 Comments

Read more... 5 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
New
32

Ability to add If conditions based on entity fields AND update fields inside entities in the same Customer Journey

Needs: we need in the same Customer Journey to add "if conditions" based on entity fields and add actions to update data inside entities. Currently we can do the following : 1) Real time: we have "If conditions" based on data from entities, BUT CANNOT update field entities with workflow or flow...

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2 Comments

Read more... 2 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
Under Review
31

Customer journey individualk setting of Email Deduplication

I would love to be able, to define on a customer journey level, if email deduplication is enabled or disabled. While it makes perfect sense to have email deduplication enabled for email campaigns, it might not make sense in processes that need to run continously and have been created as (longla...

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1 Comments

Read more... 1 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
Needs Votes
28

Condition Customer Journey based on Contact data

The ability to use the condition (if/else step) in a customer journey to filter on contact data. Now we need to add these filters on the segment, but in some scenarios this isn't practical. Example: We want to send out a marketing email in the language of the contact. Instead of creating a segm...

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0 Comments

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Category: Customer Journey Design (173)

STATUS DETAILS
Completed
Ideas Administrator

Real time marketing journeys can now branch over contact attributes as well as segment memberships. Please see Real-time marketing journey tile reference (Dynamics 365 Marketing) | Microsoft Docs

27

Ability to Remove Contact from a Live Customer Journey

We would like the ability to remove a Contact from a live customer journey. Example: I have a customer journey that invites 50 contacts to an event. If they do not register for the event, they receive a reminder. During the customer journey, the Contact tells us they do not want to attend the ...

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1 Comments

Read more... 1 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
Under Review
Ideas Administrator

Hello! This is possible in real-time marketing using alternate exits and the first scenario you described below. By adding the "segment of not attending" to the "Exit by segments" section of the real-time journey settings, anyone who becomes part of a segment while participating in the journey will be removed from the journey early. Note that this is different from "Exclude by segments" when configuring the audience which blocks people up front but is not re-checked during the journey execution.

You can find documentation on this feature here: https://learn.microsoft.com/dynamics365/marketing/real-time-marketing-tile-reference#journey-end

I'm moving this to "Under Review" for now in case you or others are still experiencing issues, but if I don't hear back on any problems I'll mark it as completed.

Sincerely,

PM, Microsoft

27

Add a new Scheduler tile Type option: dynamic time calculated towards a specific time & date field

There are 2 different types of scheduling now: Static date&time and Duration which is a "delay". The delay is acting somewhat dynamic although it doesn't cover every scenario. In Event management there are many use cases where something needs to be informed 1 day, 3 weeks or 12 weeks befor...

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1 Comments

Read more... 1 Comments

Category: Customer Journey Design (173)

STATUS DETAILS
Completed
Ideas Administrator

With real-time marketing there is a new wait tile that lets you wait until a time specified by an attribute. The start time of the marketing event could be included in as an attribute and the wait tile can be configured to wait for x amount of time before or after the start time. See Real-time marketing journey tile reference (Dynamics 365 Marketing) | Microsoft Docs

23

Email Frequency Preference

Add feature for contacts to select their email frequency preference (i.e. no more than 1 email per week, no more than 1 email per month, etc) and then add logic to ensure Campaigns and Customer Journey emails are only sent based on this criteria.

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2 Comments

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Category: Customer Journey Design (173)

STATUS DETAILS
Needs Votes
23

Immediately evaluation of Inbound Customer Journeys

Inbound Customer Journey (starting with a landing Page tile, for example) are evaluating every 15 minutes but nowadays, customers want immediacy. Think in a "download ebook" landing page. If I click on the submit button, I hope that the email with the link to the ebook arrives immediately and ...

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0 Comments

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Category: Customer Journey Design (173)

STATUS DETAILS
Under Review
Ideas Administrator

Hello,

With the release of real-time journeys and trigger-based journeys specifically, you are no longer limited to segment refresh times. Have you had a chance to try that and see if you get the immediacy you were expecting?

I've moved this feature to "Under Review" while we confirm if this is still a concern. If there are additional details please let me know.

Sincerely,
PM, Microsoft