Comments
Outbound Marketing journeys allowed us to create a task, appointment, or call in D365 and assign it to someone in D365.We would like to see this feature in Real Time Marketing Journeys. The release of 2-way SMS has made this even more desirable. We do need to take it one step further for Real Time though - we need the ability to assign the task, appointment, or call to more than the Journey Owner, Contact Owner, or Contact. We would like to be able to assign the task to 1) a specific Contact that we select, 2) or a related Contact to the Contact and not just Owner, or 3) a Contact based on a condition (i.e. if the inbound message contains 'donation' then assign to Contact X who manages donations, otherwise assign to Contact Y who manages customer service)For example, when a keyword response is received - create a Task in D365 and assign it to the Relationship Manager for that Contact.
Category: Journey Design
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 assigned all tasks and then has to re-assign them himself, which is not efficient).
Or you can use contact owner/contact created by, but this also does not work out for marketing automation tools. Most of these contacts will be automatically generated by a marketing form (so the owner is always the owner of the marketing form which is most often not sales).
It would be a lot better if we could assign a specific owner to tasks. By doing so, we can also use the split functionality. Let's say we have a segment with 100 people who submitted a form that need a personal follow up call/personal email from a sales person, we could then automatically let the system assign 50% of the tasks to person A and 50% of the tasks to person B.
Category: Journey Design
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 identify what fields should be mapped when a new lead is created from a customer journey. To resolve this today, a custom workflow is needed.
Category: Journey Design
Business phone is not copied over to Lead entity, generated from contacts via customer journey. Currently, the only fields copied from contact entity are
- FirstName
- LastName
- Email Address
As lead record is eventually qualified or disqualified, it make sense to copy the phone number to lead entity.
Category: Journey Design
This is minimum viable product requirement and speaks to improving both the Marketing Hub and Sales Hub. It is illogical to expect that a user will go to a new lead record; navigate to a contact record to retrieve information necessary to fulfill an activity tile (phone call); conduct the activity; and then navigate back to the lead record to qualify/disqualify the lead.
All contact data fields (first name, last name, company name, topic, etc.) and outreach methods (business phone, mobile phone, concatenated business phone, email) should be ported by default to a new lead record created as the result of a customer journey to facilitate immediate availability by the sales or marketing user.
Category: Journey Design
As an addition to the suggestions in this idea post, assign the activity to a specific user or team.
Category: Journey Design
This level of customization would be a big value to a lot of organizations. Having to manually update records is a waste of a marketer's time. Allowing us to choose which fields get mapped over is a level of automation that empowers marketers to be better at their work. Please consider.
Category: Journey Design
When first working with Marketing Dynamics 365, I took this as granted and was surprised to see that the Lead created is not inheriting / adding the Account(company Name) from the Contact to the Lead. I can also understand that this may not be wanted by all users or, at least, not for all journeys. As a minimum, it would be good to have the possibility to choose and determine this for each customer journey created.
Category: Journey Design
This is a great idea and would really help determine the best, key information needed on a lead record as a result of a Customer Journey.
Category: Journey Design