I wrote about how to make changes to the default image that shows if you are using the thank you notification instead of the redirect option for your Realtime Marketing forms. I then had a question from someone wondering if you could use both, and redirect D365 Marketing Forms after the thank you message and … Continue reading Redirect D365 Marketing Forms After Displaying Thank You Notification

Often as consultants or administrators, we forget that we have higher levels of access than other users. The same can be said for users who have been given one of the out of the box security roles for Marketing. We just assume others can see the same things we can. There are two areas specifically … Continue reading Sales Access To Marketing Insights And Timeline Interactions

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

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