If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads … Continue reading Use Lead Scores To Create A Segment
Customer Insights Journeys – D365 Marketing Articles
THERE ARE 140 POSTS IN THIS CATEGORY
Customer Insights – Journeys (formerly D365 Marketing) is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review articles for tips and ideas on how to use Customer Insights – Journeys.
- D365 Marketing Weekly Newsletter
- Check out The A to Z of Real-time Marketing!
- Check out The A to Z of Dynamics 365 Marketing!
- Guide To Creating & Managing Webinar Events
The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound, is that cookies are not relied on for it to work. Awesome! This means we … Continue reading Form Prefill In Customer Insights Journeys for Realtime Marketing
Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I … Continue reading Create Lead Scoring Models in Real-time Marketing
Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members … Continue reading Create Segments From Marketing Lists In Realtime Marketing
If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when it will truly go away for good. Hopefully you’ve already started making that … Continue reading What Happens When You Hide Outbound Marketing?
This post is about using a combination of D365 Marketing (Customer Insights – Journeys), Microsoft Clarity, Google Tag Manager and GA4 (Google Analytics) and tracking visitors to your website from the email sent out in your Journeys. Using these tools, we can review recordings and heatmaps for visitors that have come to our website specifically … Continue reading Track Site Visits From D365 Marketing Emails In Microsoft Clarity
Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when you posted a new blog on your website to all … Continue reading Sending A Journey Using RSS Feeds & Topics In Realtime Marketing
I love our community that blogs about and shares content on the Power Platform. It’s awesome having others there who are able to help or we can collaborate with. Amey Holden is one of those people for me. She and I have worked through challenges with marketing forms in Customer Insights – Journeys and also … Continue reading Display Custom Message When Marketing Form Blocked By Browser
You might have several different forms that allow someone to opt in to specific Topics in Realtime Marketing. Perhaps you even have some of those Topics hidden and are opting people in automatically when the form is submitted. What if you want to have the person go through a Journey and send them a thank … Continue reading Trigger Journey After Topic Is Opted In To
Back with another post that focuses on Event Management and different approaches you can take. This one was inspired by a question from a reader on one of my blogs, and also a recent reminder from Malin Martnes on one of her posts about using Lists in emails. The reader wanted to know if when … Continue reading Send Session Reminder Email After Event Check-in For In-Person Events