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 DETAILSPlanned2024 Release Wave 1
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
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
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.
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
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.
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...
Customer Journey - 'if following link has been clicked' dropdown issue
When I build a customer journey, I sometimes add an e-mail in the journey that has multiple 'read more' buttons. They link to news, a blog, a reference case or something else. I don't always specify those buttons with more text, because I think shorter is better (and looks better in the email ...
RTM - Standard Trigger "Birthday wishes"
Hey,
it would be great to have a standard functionality available to send out annually recurring birthday wishes.
As the standard functions within a journey didnt't work properly we created a new trigger and workflow to select day by day who has birthday that day and should get an ...
Default time zone setting for "Schedule for later" feature for Emails in Real-Time Marketing
This is a feature request concerning the "Schedule for later" feature in the email entity (RTM).
Currently, when we utilize this feature, the GMT zone is displayed by default. However, there is no setting available to change the default time zone to our preferred one.
...
Assign activities to specific persons instead of journey owner/contact owner
Hey, We are trying to find a workflow that allows us to improve the collaboration between marketing and sales. We think this could be possible by assigning tasks/calls/appointments/(emails missing) to specific people. Now you can only choose for customer journey owner (this means the owner gets...
Administrator
This feature will be completely rolled out for all journey types (one time and repeating) in mid Feb. 2025.