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Real-time Journeys - Copilot - AI - Custom Rules/Definitions/Keyterms

Hello, to make the most of AI/copilot, we would like the ability to create our own rules/definitions. Here is our idea and how it would be implemented:


SETUP/CONFIGURATION


  1. Ideally we could navigate to D365 Customer Insights - Journeys > ...

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    Category: Customer Journey Design (168)

    STATUS DETAILS
    New
1

Ability to tag or group journeys

it would be great to have a feature to allow custom tagging or grouping of journeys. Some journeys are related, and having reporting done around a group of journeys (rather than individual ones) would be very helpful.

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Category: Customer Journey Design (168)

STATUS DETAILS
New
2

Using Contact's Timezone for Customer Journeys

Having an option that automatically applies time zones to our contacts would be beneficial. This will allow customer journeys to be sent based on the contact's time zone instead of the user's or default journey time zone.

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Category: Customer Journey Design (168)

STATUS DETAILS
New
4

If/Then condition for Email links clicked

Current situation: The journey is designed like a linear process or pipeline. When we have a if/then condition and attribute for a specific link this only works when the contact clicks on this link first. When the contact clicks on a different link first and then on the correct link nothing w...

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Category: Customer Journey Design (168)

STATUS DETAILS
New
1

Social media ads as channel

I would like to have to possibility to retarget contacts/leads on the diferrents socila media via ads (meta, tik, tok, google network, youtube...). Other providers offer this possibility.

It will help us to create great customer journey using different channels.

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Category: Customer Journey Design (168)

STATUS DETAILS
New
21

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 ...

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Category: Customer Journey Design (168)

STATUS DETAILS
New
1

Preference Center Form used as a Trigger

We try to use the Compliance Profile Form with it´s prefilled Checkboxes (choosen Topics) to send it in a Journey. We want to use the advantage of the prefilled checkboxes to give the customer the opportunity to change the Topics they are already signed in and at the same time to unsbuscribe i...

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Category: Customer Journey Design (168)

STATUS DETAILS
New
4

Ability to move elements within journeys

It would be great to be able to move (eg. via drag and drop) elements within a real-time marketing journey.


For example, I want to add new attribute branch at the top of my journey, and then move all subsequent steps underneath one branch of this. At present this is not possi...

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Category: Customer Journey Design (168)

STATUS DETAILS
New
1

Personalized error messages for issues with custom trigger at the journey level

A custom trigger is created with a few attributes and used in a Real-Time Marketing journey. When any of the source fields mapped to the attributes in custom trigger at the journey level, a generic error message 'System Failure' is being thrown. It's quite difficult to figure out, what the iss...

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Category: Customer Journey Design (168)

STATUS DETAILS
New
2

Ability to run Real-Time Marketing journeys on certain days of the week

It would be really helpful if there is a provision to select on which days of the week, a real-time marketing journey will be executed.


Ex: A journey can be executed on Tuesdays and Fridays only.

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Category: Customer Journey Design (168)

STATUS DETAILS
New