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Event Waitlist Journeys & Triggers
Event waitlists have arrived for Customer Insights - Journeys which means self service event cancellation and automated (or manual) registration of waitlisted registrations when slots become available. BUT shiny new features also means changes in the way things work.
We now have three different triggers to handle event registrations with the relevant communications. The ‘Marketing Event Registration Created’ trigger will only fire when a registration is created as ‘Registered’, so if someone joins a waitlist, then later a space becomes available for them to register - they will not receive any of the communications in the ‘Marketing Event Registration Created’ journey.
This post shows you how to update your journeys to make sure your registrations converted from waitlisted receive all the right communications.
Reuse a Single Email for all your Event Invitations in Customer Insights - Journeys
How to use a trigger based journey to send event invitations to a segment of your choice, for any event. The invitation email content is automatically personalised with the correct details for your chosen event. No development or flows required, just a ‘Custom’ Trigger and a single journey/email.
Filtering on Lookups in Triggers, Journey Branches and Email Content in Dynamics 365 Customer Insights - Journeys
How to filter in Journey triggers, branches and email content with Lookup column values, rather than filtering on the name of the lookup and feverishly hoping someone doesn’t change the name, or that you spell it wrong.
List, Filter and Delete Flows in Power Automate
A simple little flow that can be used to list and filter flows, to do whatever you wish, and in the example of the dreaded CXP_ gremlin spawning I need to delete them.
Why would you need to delete so many flows?
When you create a Customer Insights - Journeys ‘Journey’ it creates multiple power automate flows in the background with the prefix CXP_. Each journey can have 5+ flows running behind the scenes, each time you edit the journey it creates even more. Once the journey is complete or stopped, the flows are automatically turned off and left to fester in the default solution forevermore. Deleting these flows does not result in any loss of analytics or data. Once their job of automation is complete, they are obsolete.
Include specific row (entity) references and all the data in Real-time marketing custom triggers
Custom triggers in Dynamics 365 Marketing (Customer Insights - Journeys) have recently became 1000 times better with the ability to include ‘Entity references’ - a way of making an entire record and all its associated records (up to 5 levels ‘deep’) available through a single trigger attribute. It works exactly the same as the ‘Contact‘ or ‘Lead’ in a trigger works, but for any table/row you choose.
This make all the data available in the trigger journeys for branching and emails for conditional content and personalisation. And you can have lots of these!
Restrict Access to Publish Journeys in Dynamics 365 Marketing
Publishing a journey sends emails out and starts all sorts of magical automations in Dynamics 365 Marketing. technical checks are built into the system but business checks are not. This post will show you how to restrict who can or cannot publish a journey without review and approval from authorised user.
Why? To give users confidence usinf Dynamics 365 Marketing and other vested parties (technical support teams, marketing & business relationship managers, leadership personnel etc.) reassurance that things are less likely to go wrong.
Hopefully this can help more customers success with Dynamics 365 Marketing!