Zay Aung

Dynamics 365, Power Platform, and everything in between

Tag: Marketing Form

  • Sending Internal Email Upon Form Submission: Create Real-time Journey (Part 4 of 4)

    Create Real-time Journey

    This is the last post of this series. In this post, we’ll bring everything together by building a Real-time Journey in Customer Insights – Journeys that sends an email to the internal team based on the contact’s location.

    1. Create the Real-Time Journey
    2. Testing and Verification
      1. Publish the Form
      2. Submit the Form
      3. Check Form Submission
      4. Verify the Journey
    3. Confirm Power Automate Flow Execution
      1. Confirm Internal Email Receipt
    4. Summary

    Create the Real-Time Journey

    • Create a Real-time Journey with the below configurations. It’s optional to select “Contact Us”, however, in this example, we’re going to select the Form we’ve created in the previous post [Part 1].

    Below is a simple journey where Contact will enter to this journey upon submitting Contact Us Form.

    Below is the definition of Form ID – which we’ve configured in the Custom Trigger in [Part 2]. This is being used in the [Part 3] to retrieve Form Details in Power Automate Flow.

    Once the journey is configured, Publish.

    Testing and Verification

    Publish the Form

    Now, go back to the Contact Us Form created in [Part 1]. Follow the below steps.

    • Click Publish options
    • Click Open in new tab to launch the form in a standalone view

    Submit the Form

    • Fill in the required details (e.g., First Name, Email, Location).
    • Click Submit.

    Check Form Submission

    Once the Form is submitted, go to the Form -> click “Submissions” tab. The new submission record with recently created submitted details should be created.

    Verify the Journey

    Navigate to the Real-time journey created, and confirm that the contact has entered the journey based on the form submission.

    Confirm Power Automate Flow Execution

    You can also verify Power Automate Flow by checking the history. You should see a successful run tied to the form submission.

    Confirm Internal Email Receipt

    If everything is working correctly, the internal email address (defined in the marketing form) should receive the email based on the contact’s location.

    Summary

    In this final post, we’ve:

    • Created and published the Real-time Journey
    • Submitted the form and verified each component:
      • Form submission
      • Journey trigger
      • Power Automate execution
      • Internal email delivery

    It’s just one of the examples, and you can reuse across similar scenarios – for example – event registration.

  • Sending Internal Email Upon Form Submission: Customise Real-time Marketing Form (Part 1 of 4)

    Customise Real-time Marketing Form

    In this blog series, I’ll walk you through how to send emails to internal users or teams based on a contact’s Location – for example, if the location is NSW, the system will send an email to the NSW Customer Service Team – upon Form submission in Real-time Customer Insights – Journeys. We’ll achieve this by using a Custom Trigger in combination with Power Automate.

    Note: Although this example is based on Form submissions, the same concept applies to other trigger points like Event Registrations.

    1. Series Overview
    2. Create Custom Columns in Dataverse
    3. Add Columns to the Form
    4. Configure Form Settings
    5. Configure Information Form
    6. Create the Contact Us Form
    7. Summary and Next Steps

    Series Overview

    I’ve broken this topic down into the following parts:

    1. Customise Real-time Marketing Form <- You are here
    2. Configure Custom Trigger
    3. Build Power Automate Flow
    4. Create Real-time Journey

    This is the first post of this series and will focus on Customise Real-time Marketing Form.

    Create Custom Columns in Dataverse

    Before customising the Form, let’s create some columns in Dataverse to store the internal email addresses.

    I won’t go into detail on how to create Dataverse columns using Power Apps, as there are already plenty of well-documented resources available.

    As best practice, create a Solution first and then add the new columns within that solution to enable easy packaging and deployment across environments.

    Note: Make sure you create in the correct Form table i.e., Logical name = msdynmkt_marketingform.

    In this example, I’ve created the following three columns – all are the same configuration: Data type = Single line of text and Format = Email. Column names:

    • NSW Customer Service Email
    • QLD Customer Service Email
    • VIC Customer Service Email

    Additionally, we will also create a custom column in the Contact table called Location where Data Type = Choice, which will store the Location of the Contact.

    Add Columns to the Form

    Now, let’s include the three email columns in the Real-time Marketing Form.

    1. Click Forms in Form table
    2. Click Add existing form
    3. Add Form settings
    4. Add Information

    Note: Make sure you select Form type = Main

    Configure Form Settings

    Now, we’re going to configure Form settings Form.

    • Open Form settings
    • Click Form settings tab
    • Drag and drop the following three columns just below of Target audience column
      • NSW Customer Service Email
      • QLD Customer Service Email
      • VIC Customer Service Email
    • Click Save and publish.

    Configure Information Form

    • Open Information Form
    • Drag and drop NSW Customer Service Email onto the Form
    • On the right panel, check Hide under Display options
    • (Optional Tip: Set Show hidden = On to verify if the column is already added.)
    • Repeat for the QLD and VIC email columns
    • Click Save and Publish

    Create the Contact Us Form

    Now, create a basic Contact Us form with the following fields: First Name, Last Name, Email and Location (the custom field that we created in the above) and Submit button.

    Follow the below steps.

    1. Go to Real-time journeys
    2. Go to Channels
    3. Go to Forms
    4. Click [+New]

    Before adding fields, go to Form settings and confirm that the three internal email columns are included.

    Then drag and drop the necessary fields onto the canvas.

    Once done and no error, click Publish to be ready to be used. We’ll come back to the Form once we’ve set up other components for the result.

    Summary and Next Steps

    In this post, we’ve:

    • Created three internal email fields in Dataverse.
    • Created a Location field in the Contact table.
    • Customised the real-time marketing form to include internal fields.
    • Created the basic Contact Us form.

    In the next post – Configure Custom Trigger (Part 2), we will walk through how to create a Custom Trigger to use within the Real-time Journey – extending functionality to Power Automate Flow.