You may have multiple forms enabling users to opt in to various topics in Realtime Marketing. Some of these topics might be hidden, automatically opting users in upon form submission. But what if you want to guide users through a journey and send them a thank-you email once they’ve opted in to a specific topic, without needing a separate journey for each form to accomplish this?
How about using a trigger that triggered when someone opted in to a specific topic? This post will demonstrate how to achieve that.
Create Confirm Opt In Trigger
Create a trigger can only fire for one type of audience member. In my example I am going to do this for Contacts. Give your trigger a name and make sure you have the second action selected. Click Create.
Opted In Flow
Ok so next you will need to create a flow in Power Automate using the Dataverse connector as the starting Trigger. It will fire on Added or Modified on the Contact Point Consents table.
We are now going do add a condition check to filter the trigger that the Contact Point Consent record created or modified is with the desired Topic and Opted In value.
Go to the Trigger Settings from the Trigger 3 dots and in the Trigger Conditions add your Topic Id , In my case I put the Topic ID in Environment variable and use it in the trigger Settings Criteria and filter also when the user Opted In
List the Lead
Get the Lead mapped with the same E-mail Address in “@{triggerOutputs()?[‘body/msdynmkt_contactpointvalue’]}” and “msdynmkt_marketingformid” field is equal to our Marketing Form
Add another Condition to check the Length of the Leads result
length(body(‘Find_Related_Lead’)?[‘value’])
Next, Create a contact with the Lead data and Qualify the lead
Retrieve our Trigger and call it in the flow
Retrieve the created Trigger from “Triggers” table with its Id , In my case I stored the Trigger Id in an environment variable.
Next, Add Compose Step with the Tirgger Unique Name “@{outputs(‘Get_Trigger_by_ID’)?[‘body/msdynmkt_uniquename’]}“
Now the last step Add step of Perform Unbound Action and pass the below parameters to it
