Automatically assign coupon codes?

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Posted on by Cnquest

Hello all!

I'm hoping one of you amazingly intelligent people can help me work out a problem.

We occasionally send coupon codes to very specific segments of our users. For the purposes of the steps below, we basically have a standard Contact entity which has a relationship with our Codes entity. The current process to assign and send unique codes looks like this:

We set up a static segment per specific marketing requirements
We generate coupon codes externally, based on number of coupon codes needed for members in first step
We pull down segment members from the Contact entity to grab a unique identifier
We export a few previous entries from the Codes entity, just to use as a template
We import back into the Codes entity, which links our generated coupon codes with a particular Contact by using the unique identifier
We then use an each-if statement in a marketing email to send the unique coupon codes out via customer journey

This works great. However, I would like to be able to use this process with a dynamic segment. I imagine it looking like this:

We set up a dynamic segment per specific marketing requirements
We generate coupon codes externally, based on number of coupon codes needed for members in first step; we also generate an additional 20%, just for any new members that enter this segment while the associated customer journey is running
We pull down current segment members from the Contact entity to grab a unique identifier
We export a few previous entries from the Codes entity, just to use as a template
We import back into the Codes entity, which links our generated coupon codes with a particular Contact by using the unique identifier; we also import the remaining 20% of coupon codes, but unlinked to any Contacts
We then use an each-if statement in a marketing email to send the unique coupon codes out via customer journey

Then, when someone new enters the dynamic segment:

Dynamics automatically chooses an unlinked entry in the Codes entity and links it to the new segment member (Contact).
Dynamics then pushes the Contact through the live customer journey, which includes the email with the each-if unique coupon code.

My question is: Is there any way to make the last two steps happen automatically? Can Dynamics automatically assign coupon codes for people that enter a specific segment, either using the parameters laid out above, or another way?

Thanks in advance for the help!

Categories:

Personalization

Customer Journey Design

Segmentation

General

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Answers (1)

Cnquest 97 on at

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RE: Automatically assign coupon codes?

I take back my previous post; you are a wizard Leah Ju!

Even though Step 2 would complete successfully, it what was causing the problem. To get it to work, and to hopefully make it easier for anyone else attempting this in the future, I did the following:

Set up step 1 exactly as outlined

Of note: for this particular flow, we have users sign up and capture a specific token. I used this field + specific token as part of my filter (example: contains(new_invitetoken,'tokenvalue').

Set up step 2 exactly as outlined

My "Filter rows" are where I was going wrong. Using the outputs from errors in Power Automate I was able to figure out what I was doing wrong. HOWEVER, I also ended up finding what I think is an easier way to filter. I created a test entry in my entity, then in Dynamics used Advanced Filters to find that value (and only that value). In Advanced Filters, you can pull down FetchXML. Download that, plug it into your "Fetch XML Query" in Power Automate and you're off to the races.

With step 2 properly configured, setup step 3 as outlined.

Of note: We don't call our "contact" entity "contact"...but you want to use the actual plural name of this entity (example: "contacts") as Leah laid out, not the display name or plural of that name.

So helpful...thanks!!
Cnquest 97 on at

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RE: Automatically assign coupon codes?

Thank you for this, Leah!

I'm stuck on step 3, as my GUID for my Code entity does not display in Dynamic expressions. Do you know why this might be; some setting? Is there an expression to pull this instead?
Verified answer

Leah Ju Microsoft Employee on at

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RE: Automatically assign coupon codes?

Hi Cnquest,

Maybe you can use power automate to create one flow to link one code to one contact automatically.

Based on you description, I still need your help to answer some questions:

(1).Contact entity and Codes entity is 1:N relationship?

(2).Links our generated coupon codes with a particular Contact by using the unique identifier, the unique identifier is contact Lookup field in the codes entity?

Flow Steps:

(1) Trigger---when a row is added, modified, or deleted

https://learn.microsoft.com/en-us/power-automate/dataverse/create-update-delete-trigger

If a contact enters a specific dynamic segment, it means she meets the conditions you set in the dynamic segment, so you have to use the same filter in the flow

2.List rows--Retrieve codes that unlinks any contacts to select anyone of them:

https://learn.microsoft.com/en-us/power-automate/dataverse/list-rows

_lookuplogicname_value is format:

3.Update a row--Using the contact guid to update lookup of the code:

https://learn.microsoft.com/en-us/power-automate/dataverse/update

Overview of the flow:

Another suggestion:

Add 'wait for' action in the customer journey, which ensures that the flow can be executed first