Customer Engagement & Dynamics CRM Forum

  • 1.  Tracking email response

    GOLD CONTRIBUTOR
    Posted Oct 17, 2019 10:29 AM

    Hi,

    We are currently sending email reminders to our customers 3 days before an appointment. I would like to add a question to the email to ask the customer confirmation that he will attends. Options I was thinking of was :

    - launch a flow/workflow on receiving an answer to the email we sent. Yet, with this option I think it will be tricky to detect if the customer confirm or declines
    - Add 2 links to the email "Confirm", "Reject" and make them point to a webservice that will update the CRM accordingly. Yet, I hope to find a solution that will need less custom code.
    - Look at email engagment features, to track when the custumer click on a certain link. I don't know if it's possible to launch a flow or worklow based on this tracking.
    - Look at ISV solutions.

    Have you already implemented this type of feature? or any ideas of what could be the easiest way to implement it?

    Best Regards,



    ------------------------------
    Laurent Maneville
    Nmédia
    Drummondville QC
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    Academy - Online Interactive Learning from Experts


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