Ideas - Click Marketing Automation for D365

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Campaign automations need to be able to check if a participant is still 'registered' for an Event before proceeding to next stage

The is only a trigger for Registered for Event- this listens for the initial registration. Usually later in the automation you want to send a reminder to only registered participants- and participants status may have changed since the initial registration that put them into the automation. There is no easy way of doing a check to see if the automation participants are still registered for the event before sending the reminder or other comms, so comms could go to people who are no longer attending the event.

  • Jane Davies
  • Nov 25 2020
Campaign Automation
  • Attach files

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