Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members … Continue reading Create Segments From Marketing Lists In Realtime Marketing
There are currently 465 articles on my site. You can scroll through the latest posts below, or use the search functionality to find content based on specific key words. Articles cover a range of subjects including Dynamics 365 Customer Engagement, Power Automate, Power Apps Portals, and D365 Marketing (Customer Insights - Journeys).
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If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when it will truly go away for good. Hopefully you’ve already started making that … Continue reading What Happens When You Hide Outbound Marketing?
This post is about using a combination of D365 Marketing (Customer Insights – Journeys), Microsoft Clarity, Google Tag Manager and GA4 (Google Analytics) and tracking visitors to your website from the email sent out in your Journeys. Using these tools, we can review recordings and heatmaps for visitors that have come to our website specifically … Continue reading Track Site Visits From D365 Marketing Emails In Microsoft Clarity
The release notes for Dynamics 365 Wave 2 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 2 2024 Customer Insights Journey Chat With Amey Holden
Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when you posted a new blog on your website to all … Continue reading Sending A Journey Using RSS Feeds & Topics In Realtime Marketing
I love our community that blogs about and shares content on the Power Platform. It’s awesome having others there who are able to help or we can collaborate with. Amey Holden is one of those people for me. She and I have worked through challenges with marketing forms in Customer Insights – Journeys and also … Continue reading Display Custom Message When Marketing Form Blocked By Browser
You might have several different forms that allow someone to opt in to specific Topics in Realtime Marketing. Perhaps you even have some of those Topics hidden and are opting people in automatically when the form is submitted. What if you want to have the person go through a Journey and send them a thank … Continue reading Trigger Journey After Topic Is Opted In To
I recently worked with a client who are using Microsoft Bookings to allow someone to book a demo via a link on their website. They are also then manually adding a new Lead (or Contact) in to Dynamics 365. As they’ve begun using D365 Marketing (Customer Insights Journeys), and the person is agreeing to terms … Continue reading D365 Marketing Consent and Microsoft Bookings
Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when … Continue reading Send Session Reminder Email After Event Check-in For In-Person Events
One of the cool things you can use in Emails in Realtime Marketing (in the Customer Insights – Journeys) app is personalisation. Accessing data is pretty simple, and Microsoft have even provided a list of pre-defined values for you such as Full Name and First Name to add to your emails. You can also add … Continue reading Predefined Placeholder Access In Customer Insights – Journeys