SOLVED

Marketing / Customer Journeys: list building from external sources

Copper Contributor

Hi all, I've posted this to the regular community forum as well, and there are a lot more details in that thread, but posting here just in case some smart nonprofit folks have a suggestion for me :)

 

Basically - looking to send a Customer Journeys email to a list of contacts that has been compiled outside of Dynamics. I can get the Contacts into Dynamics without too much of a headache. Where I'm getting stuck is best approach for getting them into an email-able list of some kind.

 

It appears I'm unable to import relationships between Segment <> Contact (for either Real Time or Outbound); I have a couple of ideas for how to work around this (use Marketing Lists + Segments; use a temporary Contact helper field + Outbound Segment Query) but curious how other folks have solved for this if you're willing to share!

Thank you

3 Replies
best response confirmed by Duncan_McGovern (Copper Contributor)
Solution

@Duncan_McGovern Hey Duncan! If you have a list of contacts you want to use in D365 Customer Insights - Journeys, you can just import an Excel file right from Journeys -> Contacts. Check out this documentation for exact instructions: Import data and control how duplicate records are identified - Dynamics 365 Customer Insights | Micr....

 

 

Thanks Robert, I actually found that documentation as well and was able to get it working.

 

Heads up for anyone else struggling with this, the *other* documentation article Import and email all contacts from a spreadsheet does NOT contain any instructions for setting up an alternate key and update/upsert functionality, which is pretty critical.

 

The only issue I'm still struggling with is whether it's possible to use email address as a primary key; this does exist in the system, but when I try to use it to match/update I just receive duplicate errors. My understanding was that the key should match first, before duplicate rules, but for some reason this isn't working. I have a viable workaround for the moment using an id from an external system, and it's possible the email/alternate key issue is specific to my org's configuration, but would be nice to get this working.

1 best response

Accepted Solutions
best response confirmed by Duncan_McGovern (Copper Contributor)
Solution

@Duncan_McGovern Hey Duncan! If you have a list of contacts you want to use in D365 Customer Insights - Journeys, you can just import an Excel file right from Journeys -> Contacts. Check out this documentation for exact instructions: Import data and control how duplicate records are identified - Dynamics 365 Customer Insights | Micr....

 

 

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