In a previous article, I wrote about creating a simple auto responder journey when someone submits an Outbound Marketing form… but what about Real-time Marketing forms? Well, first thing, make sure the new forms are right for your needs and organisation (check the documentation), but they are out of preview so good to start looking … Continue reading Triggering Journeys From Real-time Marketing Form Submissions

With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on … Continue reading Tasks & Phone Calls In A Real Time Marketing Journey

One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages someone could be sent. Limiting the number of messages with frequency capping was made generally available in the April 2023 release, which means it’s ready to go and to start being … Continue reading Frequency Capping To Avoid Message Fatigue In Real-time Marketing

I had a question the other day where someone asked if Conditional Content was possible in a Content Block. I assumed yes, but figured I should check just in case. Phew, I was right, you can! This is in Real-time Marketing only. This one is pretty straightforward to do, so a quick post. Let’s take … Continue reading Using Conditional Content in Content Blocks in D365 Marketing

One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill out a marketing form. Consider someone submitting an Outbound Marketing form to request a Case Study or White Paper asset. You can provide a link to the document once they submit … Continue reading Create A Simple Auto Responder Email Journey In Real-time Marketing For An Outbound Form

This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing it in a few client environments myself. Real-time Marketing needs at least one compliance setting record which stores the organisations address, and a link to a preference page (subscription centre). The … Continue reading Unable To Add Compliance Setting Record In D365 Marketing

One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing interactions. You can see an interactions timeline and breakdown of things like form visits and submissions, emails sent, clicked and opened, subscription list interactions and event registrations and check-ins. It’s always … Continue reading Real-time Marketing Contact Insights

Automatic UTM Tracking (or tagging) went in to public preview February 2023, and I wrote about how to use it to get the most from Google Analytics (and other analytic tools). Since the preview came out, it’s had a few changes that are definitely worth reviewing to give you more custom UTM tracking. Plus, the … Continue reading Custom UTM Tracking In D365 Marketing