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Preference Centre or Form with 'interests' and 'frequency'

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Posted on by Graham McAdam

Hey folks,

Can anyone help by sharing any knowledge on building a preference centre and/or form that gathers marketing interests and marketing frequency? This is for sending email marketing.

The objective is for a contact to provide what topics they are interested in and how often they want to receive newsletters.

Is it possible to gather multiple topics of interest that can help tailor personalised communications? For example, food themes, outdoor adventure themes, history themes, etc.

Is it possible to gather how frequent a contact wants to receive email communications? For example, two per week, one per week, one per month, etc.

I looked at forms in Real time - it looked like I could only add 'one topic' and 'one purpose'

I am also curios where this information could map to at a contacts profile.

Any help would be great.

Thank you,
Graham

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Dynamics 365 Customer Insights - Journeys

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Nour Abuzaid 121 on at

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Preference Centre or Form with 'interests' and 'frequency'

Hi Graham McAdam ,

You’re close! The issue is that topics in the preference center don’t automatically update the Contact record. To make segments work:

Create custom fields on Contact (multi-select for interests, dropdown for frequency).

Map form fields to these Contact fields.

Build segments using these mapped fields.

This ensures data persists and can be used for journeys and personalization.

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Graham McAdam 10 on at

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Preference Centre or Form with 'interests' and 'frequency'

@Nour Abuzaid @DAnny3211

Thanks very much for your replies.

I can look into custom fields a bit more.

I thought I made progress by creating 'topics' in the preference centre - then adding these to forms. Do you think this method will work?

I was unable to populate a segment of contacts with the following method:

- Add topics to preference centre

- Build form with new topics

- Submit form with test contact

- Build segment with topics

- The segment did not populate with contact that completed form.

Am I missing a step - perhaps mapping new topics to contacts?

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Nour Abuzaid 121 on at

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Preference Centre or Form with 'interests' and 'frequency'

Yes — you can build a preference centre in Dynamics 365 Customer Insights – Journeys:

1.Create custom fields on the Contact (multi-select for interests, dropdown for frequency).

2.Add them to a real-time marketing form (or Power Pages for more flexibility).

3.Map fields to the Contact record so they’re usable in segments, journeys, and personalization.

References:

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/marketing-fields

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-preference-centers

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-manage-forms

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DAnny3211 10,782 Moderator on at

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Preference Centre or Form with 'interests' and 'frequency'

Hi,

Creating a preference centre in Dynamics 365 Customer Insights - Journeys to capture both marketing interests and communication frequency is definitely achievable, though it may require some customization.

Here are a few suggestions:

Multiple Interests: While the default real-time marketing forms may seem limited to one topic/purpose, you can extend functionality by:

Using custom fields or multi-select option sets on the contact entity to represent different interest categories (e.g., Food, Adventure, History).

Embedding these fields into your form using custom controls or Power Pages for a more flexible UI.

Frequency Preferences:

Add a custom field (e.g., dropdown or radio buttons) to capture how often the contact wants to receive communications.

This field can be mapped directly to the contact record and used in segmentation logic for email sends.

Mapping to Contact Profile:

All captured preferences should be mapped to custom fields on the Contact entity.

These fields can then be used in segments, journeys, and personalization tokens to tailor communications.

For more advanced scenarios, consider using Power Automate to process form submissions and update contact records accordingly.

Thanks and best regards,

Daniele

Note: This response was prepared with support from Copilot to ensure clarity and completeness.

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