Dynamics 365 - Send Email Confirmation After Subscription Form Submitted

by HubSite 365 about Megan V. Walker [MVP]

Microsoft Business Applications MVP - Providing Power Platform solutions and guidance

Citizen DeveloperDynamics 365Learning Selection

If you’ve followed any of my previous posts on compliance profiles and Realtime marketing subscription forms, you might be wondering how you can send a confirma

The post discusses sending an Email Confirmation once a subscription form is submitted. Upon submitting, the lead or contact who will receive a confirmation email indicating their opted topics and preferences. The post then explains how to create a new trigger, email, journey, and flow in Power Automate to accomplish this.

Create a Realtime Marketing form for your compliance profile and related topics. Remember that this form is NOT for people who are already getting your emails and wish to unsubscribe. Ensure to publish the form and have a place to add it on your website.
Create the components for the trigger, email, and journey in Realtime Marketing. Go to the Engagement section and click on Triggers. Give the trigger a name and make sure to select the second option for firing the trigger using Power Automate, ignoring the code integration part which requires a developer.

Next, we only need two attributes for this trigger. The Customer data should match the audience type added to the Realtime Marketing form. After that, add a text attribute and call it HTML Table. Finally, make sure to publish the trigger so it is ready for use.

Detailed Insights into the main topic

The main topic revolves around the idea of Realtime Marketing and utilizing Power Automate for sending confirmation emails. The idea is to provide a streamline process for businesses to better handle their email marketing, allowing them to manage their leads effectively. This process not only ensures that the Lead or Contact-submitted form is promptly acknowledged, but it also gives them the control to manage their preferences, hence enhancing the overall user experience. Power Automate shines in this scenario by providing an automate process to manage these actions.

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Learn about Send Email Confirmation After Subscription Form Submitted

Microsoft Power Automate can be used to send a confirmation email to a Lead or Contact who has submitted a subscription form. This post will show you how to create a trigger, email, journey, and flow in Power Automate to accomplish this. First, you will need to create a new Realtime Marketing form with a compliance profile and related topics. After publishing the form, create the trigger, email, and journey in the Engagement section of Realtime Marketing. Make sure to add two attributes to the trigger, Customer Data and HTML Table.

Finally, publish the trigger and it will be ready to use. With these steps, Power Automate can be used to send a confirmation email to a Lead or Contact who has submitted a subscription form.

Keywords

Email Confirmation, Power Automate, Realtime Marketing, Compliance Profiles, Subscription Forms, HTML Table