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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.
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!
Create sales tasks and phone calls directly from Real-time Dynamics 365 Marketing Journeys
Handing over a good lead to the sales team at the right time is important. Knowing when a prospect needs further enrichment is valuable. Wouldn’t it be good if we could automate activities and notifications, at the right time, based on customer interactions as part of our real-time marketing journeys?
Activate a custom trigger to call a flow that creates the sales activity from within a marketing journey to help you achieve your marketing metric KPIs