Dynamics 365 Marketing

  • Patient Sought Endocronologist Referral

    Patient Sought Endocronologist Referral
    Patient visited doctor following referral.
  • Post-Appointment Email

    Post-Appointment Email
    Patient sent thank you email, automatically subscribed to receiving information on diabetes.
  • Newsletter/Event Invitation Sent

    Newsletter/Event Invitation Sent
    Sent newsletter which includes section about Diabetes Education Day. Can sign-up by clicking a link.
  • Trigger: Was Newsletter Email Opened?

    If the email was opened, no action required. If email was not opened, a reminder email about the event will be sent.
  • Reminder Email Sent

    Email sent to customers who did not open newsletter or register for event.
  • Trigger: Registered for Event?

    If customer did not register following the first reminder email, one more will be sent out. If they did register, no action required.
  • Second Reminder Email Sent

    One final email sent to for registration.
  • Event: Diabetes Education Day

    Event: Diabetes Education Day
  • Trigger: Event Attended?

    Trigger: Event Attended?
    If attended event, a thank you email will be sent. If no attendance, no action required.
  • Thank You Email

    Thank You Email
    Thank you sent to all attendants.