If you work for yourself or are part of a very small team managing submissions from your Realtime Marketing forms, things come up, holidays or sick leave happen and sometimes you know there could be delays in following up with people who’ve sent a request via one of your forms. Wouldn’t it be great if … Continue reading Dynamic One Off Marketing Messages For Your Realtime Emails
There are currently 572 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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I’ve written about Data8 a few times now (again, not getting paid by them, I just love their service offerings), especially when it comes to how we can do checks on Realtime Marketing forms BEFORE they get submitted in to our database. On the last one, I wrote about doing address auto populate to try … Continue reading Email Validation Before Submitting Realtime Marketing Forms Using Data8
I love getting questions from people that are using Customer Insights – Journeys. I have a lot of ideas but there are scenarios that I just never come up against myself. One was a question that asked if it might be possible to add a search box or filtering to an event registration form that … Continue reading Search And Filtering Of Sessions On Event Registration Form
I’ve written a couple of blogs on the event registration form that includes the ability to register for sessions. The form let’s people register for the things that they are interested in and also means you can create follow up journeys sharing details with them about the sessions they actually want to attend. You can … Continue reading Format Session Registration Confirmation Page On Your Own Domain
Are you wondering what the heck BIMI For Realtime Emails is? It stands for Brand Indicators for Message Identification. If you have a personal email address and use something like Gmail or Yahoo (or one of many other email clients) you will have seen this in action, a brands logo right there to the left … Continue reading BIMI For Realtime Emails: Get Your Logo Showing In Their Inbox
If you are collecting address information on your Realtime marketing forms in Customer Insights – Journeys, wouldn’t it be nice to get those addresses validated before adding them to your Dynamics 365 environment to make sure the data is accurate? Also, sometimes it’s a nice little helper for the person submitting your form so they … Continue reading Address Validation On Your Realtime Marketing Forms Using Data8
Have you ever bought a product or used a service from an organisation, then had a follow up request for a review on Trustpilot? Most of us have, but if you are not sure what Trustpilot is, it’s an independent review process which aims to help consumers make educated decisions on their next purchase or … Continue reading Send Trustpilot Invitations Using Realtime Marketing Triggers
For anyone using the Sales Accelerator functionality AND Customer Insights Journeys, you may have a need to add Contacts or Leads to a sequence as part of a Journey. Consider someone new who has subscribed, perhaps you want to put them in a nurture journey of some kind. There are ways this could be done … Continue reading Add To A Sales Sequence Via Customer Insights Trigger
Are you using the Event Registration Forms with Sessions in Customer Insights – Journeys yet? I wrote about how you can format it nicely in a previous post, but one thing that bugs me about the form is the way the session date is displayed. It’s in US format (month, day, year) with no way … Continue reading Change Session Date Format On Event Registration Forms
If you are a Customer Insights – Journeys user, this is not to be confused with Lead Scoring, but it could be something used in addition or to compliment the Lead Scoring. Or, just use it on its own as part of the premium Sales Insights features. From Microsoft, Predictive lead scoring uses a predictive … Continue reading Using Predictive Models for Lead & Opportunity Scoring
