Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, maybe one day we will get it. For now, you CAN still do this using a really cool 3rd party bit of functionality that I found thanks to a wonderful person I … Continue reading Display Countdown Timer Using Nifty Images In Customer Insights – Journeys

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for everyone and it doesn’t assign Leads to people based on them reaching a specific score. However, if … Continue reading Auto Assign Leads Without Code Using Lead Scoring & Work Assignment

One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Consent (CPC) records are what keep you compliant, making sure you aren’t emailing people who have already unsubscribed. If you have only ever used the marketing app in D365 for this, then you … Continue reading How To Import Contact Point Consent Records

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will cease to exist. This means no more Outbound Emails, Outbound Journeys and most important, no more Outbound Segments. This is particularly significant because you can currently access … Continue reading Outbound Segments Used In Real-time Journeys Notification

Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes it so much easier to review your email insights, quickly reviewing which links are being clicked from which section of your email. By taking time to add … Continue reading Taking Advantage Of Link Aliases In Your Realtime Emails

If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the … Continue reading Using Lead Scoring Qualification Functionality

If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads … Continue reading Use Lead Scores To Create A Segment