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:
- Insights based on each segment, rather than one combined list of st...
STATUS DETAILSCompleted
Realtime customer journey templates
I am not sure if this has been raised previously. However, a client of mine is requesting real-time customer journey templates as some of their customer journey can get a bit complex, have a template will save time instead of having to create one each time.
This feature is now available. Real-time marketing journey templates - Dynamics 365 Customer Insights | Microsoft Learn
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
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:...
Rate limiting is now available on journeys. Preview: Control how fast customers can enter a journey - Dynamics 365 Customer Insights | Microsoft Learn
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
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
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...
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
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...
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
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This feature will be completely rolled out for all journey types (one time and repeating) in mid Feb. 2025.