Marketing emails not showing on Contact timeline

(1) Share

Report

Posted on by LA-02051057-0

Hi all,

I am trying to show marketing emails on the timeline of contacts but cannot seem to get it to work.

We are using the OOTB "Contact" form and I have looked at the documentation that says "If you use the out-of-the-box contact and lead forms provided with Customer Insights - Journeys, marketing interactions (based on Customer Insights - Journeys and outbound marketing activities) will automatically show up in the timeline" (https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/timeline)

The custom connector that is mentioned on the above link is also already added on the timeline control on the form:

Still no marketing interactions can be seen on the timeline.

Any suggestions on how this can be solved?

Thank you in advance!

Categories:

Setup and Admin

General

All responses (4)

Answers (0)

meganvwalker 1,792 on at

Like (0)

Report

Marketing emails not showing on Contact timeline

Also, this might be useful if you've not seen it before. Just trying to think of other things that might help you!

Contact Timeline Adjustments And D365 Marketing Interactions (meganvwalker.com)
Suggested answer

meganvwalker 1,792 on at

Like (0)

Report
Marketing emails not showing on Contact timeline

@LA_02051057-0

In addition, you also need to add in the new Real-time Marketing forms as part of the security, which will be this:

msdynmkt_marketingform – Form

This might be useful but it depends what security role the users already have and if they are using the Marketing App or a different one and also talks about access to the Insights tab.

Sales Access To Marketing Insights And Timeline Interactions - Megan V. Walker (meganvwalker.com)
LA-02051057-0 12 on at

Like (0)

Report

Marketing emails not showing on Contact timeline

Hi,

Thank you for the response!

Customer Insights Journeys is installed and outbound marketing as well:

We have also checked the permission requirements and my user have sufficient permissions but still cannot see the marketing emails on the timeline.
Suggested answer

Dengliang Li Microsoft Employee on at

Like (0)

Report

Marketing emails not showing on Contact timeline

Hi,

Do you have a Customer Insights Journeys instance installed in your environment?

Is the Outbound Marketing module enabled in your Customer Insights-Journeys instance?

I am using the Customer Insights-Journeys trial version, which only includes the real-time marketing feature.
Connectors for real-time marketing interactions and outbound marketing interactions are automatically added to the contact's timeline.

Due to trial restrictions, I can only see interactions in the real-time marketing module on the timeline.

In addition, do you meet the following permission requirements?

Best Regards,
Dengliang Li