Mapping of Parent Contact for Lead
Background - Issue
When Selecting "Parent Contact for Lead" field, few fields are getting populated automatically like "Business Phone", "Email", "Mobile", etc.
- When removing the Parent Contact for Lead these fields are not getting cleared
- If selecting...
STATUS DETAILSNew
Allow export of Email as PDF or HTML
Allow export of Email as PDF or HTML so that it can be sent to the required compliance, legal or other team members who do not have access to Dynamics 365 or send it around as Email Attachment for approval and review process.
Capture Additional Data about Journey
In Sales/old Marketing, there was a campaign where we could capture additional details like description, category, or add any custom fields.
Now with journey, such things are not available.
Idea
Option 1:
Journey Calendar
On Events - We have a Show As option "Marketing Calendar" which displays a calendar view with all the Event based on their run time
As part of Events, Users create multiple Journeys and even outside of events, multiple journeys are planned to execute on same or the future date...
Topics and Sub Topics
Right now, we can have multiple which can be added in Preference centre for Subscription purposes. Sometimes, there are multiple sub topics available for primary topic.
Support Event is a topic then under that there can be multiple categories of Events from which Clients are i...
Deduplication Options on Mobile phone and corresponding branch in Journey
Scenario:
- There is a Journey where input flow is 1000 contacts.
- There are 2 branches: SMS and Email.
- Now for SMS, there is no deduplication on Mobile number, so SMS is sent to all 1000 contacts (one person probably receiving SMS more than once) ->
STATUS DETAILSNeeds Votes