85

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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6 Comments

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Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

Coming soon in real-time customer journey orchestration

84

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...

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4 Comments

Read more... 4 Comments

Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

The delete functionality has been released. 

71

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?

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3 Comments

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Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

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

61

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

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4 Comments

Read more... 4 Comments

Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

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

56

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.

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10 Comments

Read more... 10 Comments

Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

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

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 (168)

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

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

Read more... 0 Comments

Category: Customer Journey Design (168)

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

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 (168)

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

22

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

Read more... 1 Comments

Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

With real-time marketing and event based journeys you can create event triggers and pass in the context to a journey as well as use that context for personalization. See Create an event-based journey (Dynamics 365 Marketing) | Microsoft Docs and  Personalize content (Dynamics 365 Marketing) | Microsoft Docs

20

Add a stop tile to a Customer Journey

Make it possible to add a stop tile to a customer journey. For example, when someone received the newsletter and after a week we want to send a reminder to the ones who didn't open the newsletter, but you have to fill the positive branche as well. A stop tile will be great for other purposes as w...

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1 Comments

Read more... 1 Comments

Category: Customer Journey Design (168)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

Today with the new customer journey editor in Real-time Marketing, a customer can exit the journey from both Yes and No branch, and you are not required to fill in the positive branch.

Sincerely,

PM,

Dynamics 365 Marketing