The blog
Articles about CRM, marketing technology, customer experience and the platforms that connect them.
Search the archive or narrow it down by category and topic.
624 articles found

Does your organisation use Microsoft Bookings? Do you also use Customer Insights – Journeys? What better way to keep your branding consistent than to…

If we are going to send information to Contacts about sessions, wouldn’t it be nice to have a lovely formatted list of speaker profiles…

You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads.…

Perhaps an under used or even underrated feature for Realtime emails in Customer Insights – Journeys are Lists. This gives the ability to share…

If you are managing an in person event with lots of sessions, you might be checking the attendees in for each one. This will…

The Customer Insights – Journeys (or Marketing App) has an option to create a new Check-in record, scan a QR code and check someone…

Out of the box, the Event Management functionality includes QR Codes for Event Registrations. What it does not include, is QR Codes for Session…

There are some great out of the box triggers for events which I have written about before. One that seems to be missing though…

If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their…

If you create flows for your organisation, or for clients on projects, you’ve no doubt improved your skills over the years. This might mean…

One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in…

I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using…