I’ve written about Data8 a few times now (again, not getting paid by them, I just love their service offerings), especially when it comes to how we can do checks on Realtime Marketing forms BEFORE they get submitted in to our database. On the last one, I wrote about doing address auto populate to try … Continue reading Email Validation Before Submitting Realtime Marketing Forms Using Data8

If you are collecting address information on your Realtime marketing forms in Customer Insights – Journeys, wouldn’t it be nice to get those addresses validated before adding them to your Dynamics 365 environment to make sure the data is accurate? Also, sometimes it’s a nice little helper for the person submitting your form so they … Continue reading Address Validation On Your Realtime Marketing Forms Using Data8

When creating your marketing forms in Customer Insights – Journeys, you have choices in terms of the types of fields you can add. You’ve got lookup fields you can add, choice fields you can display as drop downs, yes/no fields you can show as radio buttons and so on. If your organisation collects feedback to … Continue reading Collecting Net Promoter Score Feedback Using Realtime Marketing Forms

I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission … Continue reading Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions

I’ve shared information on getting set up with Google Tag Manager in the past, and also on how to add different scripts to work with your Realtime Marketing scripts. In this post I will show you how you can include all of your form related scripts to run using Google Tag Manager (GTM). This means … Continue reading Using Google Tag Manager For Your Realtime Marketing Form Scripts

For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists … Continue reading Using Additional Matching Strategies On Realtime Marketing Forms

Using Realtime Marketing from Dynamics 365 (Customer Insights – Journeys) gives you the ability to customise your emails, and using dynamic conditional content, set different variations based on field values. One common field to use is that of a custom language field. You could ask for this information, or you could use a piece of … Continue reading Set Language Of Person Submitting Your Realtime Marketing Form

When submitting a Realtime Marketing form, there are two options available in terms of the end user experience for the submitter. You can either display a thankyou message, or redirect them to another page. I’ve written previously about how to display a message and then redirect, and also how to change the default image that … Continue reading Display Download Button After Realtime Marketing Form Submission

When considering the right approach for your online marketing forms, it’s not always possible to use forms created in Customer Insights – Journeys (D365 Realtime Marketing forms). You might not want to recreate them all, or you might already be using another solution that you aren’t ready to replace just yet. Whatever the reason, if … Continue reading Using Form Capture With Realtime Marketing Forms