One of the smart approaches to take with your emails in Customer Insights Journeys (D365 Marketing) is to build Content Blocks that can be used when creating email templates or one off emails as needed. Building them is easy and makes sense for repeated things such as headers, footers, unsubscribe copy and social media profiles. … Continue reading Responsive Social Media Content Blocks On Desktop And Mobile Devices
There are currently 426 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, D365 Marketing and of course, Customer Voice.
Back in 2021, prior to Google Analytics going from Universal to GA4, I wrote a post about tracking D365 Marketing form submissions in Google Analytics. This was to help track all conversions even if you were not using a redirect to a thank you page (the easiest way to track your conversions). GA4 is not … Continue reading Track D365 Marketing Form Submissions In GA4
When creating Real-time Marketing Forms in D365 Marketing/Customer Insights – Journeys, there are two options in terms of what happens when a form is submitted. You can either redirect the person to another page, OR you can opt to display a message (which is the default submission option). Although you can set what the message … Continue reading Change Default Form Submitted Image For Real-time Marketing Forms
Did you know there is a right way to add the fields to your marketing forms in Real-time Marketing? It might not be immediately obvious but the order in which you add the fields and the overall layout you pick can make a different to your customers or prospects filling out the form, and even … Continue reading What Is The Correct Layout For Your Marketing Forms?
Compliance Series This is number five in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP FIVE ** … Continue reading Including Purposes & Topics In Real-time Marketing Segments
Often on web forms you will have the email address field, then another one to ask the submitter to confirm their email again. The two fields will be used to validate and make sure they are the same. I was asked if it could be done with a marketing form in D365 Marketing/Customer Insights and … Continue reading Verify Email Address Input On Real-time Marketing Form
There are three out of the box standard triggers that relate to Events in Customer Insights Journeys (D365 Marketing). One for an Event Registration Created, one for Event Registration Cancelled and one for an Event Check-In. When building your Journeys to cover an Event, all three can be used in a combination of ways and … Continue reading 8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys
Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage … Continue reading Installing Updates For D365 Marketing AKA Customer Insights Journeys
So far in this series on creating an Events Portal using a Power Page Website we’ve looked at creating an overview of Events, navigating to a single event and registering using one event registration form, displaying details of the event, the event host, and the event speakers. In this post we will look at displaying … Continue reading Including Event Session Information On Your Power Page Website