Send Portal Forgotten Password Email Using Customer Insights – Journeys

If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their email which will in turn send them an email with a link to reset it and get logged in. Branding and consistency from an organisation is imported. If you are using Customer Insights – Journeys, you already have the tools to make sure your communications look professional, regardless of what triggers those emails to go out. In this post I’ll show you how you can send out the forgotten password email using Customer Insights – Journeys.

First, we need a custom trigger. Give it a logical name and select the second option in terms of what will activate the trigger. We are going to use Power Automate to put the Contact who wants the forgotten password email in to a journey.

Set the customer as Contact (only Contacts can be set up as users in a Power Pages portal) and add a second variable called something like Reset Link, and leave this as text.

Once you’ve done that, go and create your professional email. Kudos to BeeFree for this cool looking template that I used. Provide the text you want to use, then add a button. In the URL field for your button, add in something like {{ResetLink}}.

Now click on the Personalise section on the right and map ResetLink to the Reset Link variable from your new trigger. Make sure any other personalisation is mapped correctly. I would suggest setting the email as transactional so that it can get through to the Contact even if they have opted out of your regular Commercial emails. You can now make your email ready to send. We won’t do the Journey just yet as there are a couple of other things to sort out first.

There is a standard process already that runs when someone uses the forgotten password option on a portal. Look for the ‘Send Password Reset To Contact’ process and Deactivate it. There will be one step in the process to send an email. Delete that step then make the process Active again. We want this action to fire still, but we will use Power Automate to take the reset link and pass it back through our trigger to email the Contact via a Journey.

Now we will create a two step flow in Power Automate. Using the Dataverse connector, use the When an action is performed trigger. Set the Catalog and Category as (All), and the Table name as Contact. You’ll then see three at the top for the adx (based on the original company for portals) processes. Select the Send Password Reset To Contact. You could of course set up similar flows for the Send Email Confirmation To Contact and Send Email Two Factor Code To Contact depending on how you are using your portal.

The second step is a Perform an unbound action step also from the Dataverse connector. Put the ActionInputs CallbackURL in the value for your reset link. Add the ActionInputs UserId in the Signal User Auth ID and the Profile Id values. Finally, put the expression utcNow() for the time stamp values. That is it! Simple. Save your flow and make sure it’s turned on.

Set up your Journey, again, only a two step process. Use your new trigger to start it, then add a step for your email. Make sure you turn off quiet times also just in case. You will also want to make sure the journey is set to allow someone to go through it immediately again just in case. Once you’ve done all that, publish your journey.

To test it, make sure you are actually set up as a contact with access to the portal first. Click on the Forgot your password button.

Add your email address and then click Send.

Now wait for a moment or two and if you’ve set up all the steps, you should get your lovely formatted email and when clicking on the button it should take you to the reset password page on the portal.

Original Post http://meganvwalker.com/send-portal-forgotten-password-email-using-customer-insights-journeys/