This post has come out of a need I’ve had myself when sending out the D365 Marketing Weekly newsletter to subscribers. Someone fills out the form to opt in and the first name and last name a required (always the best option for your forms!) so I know the data is in there. What I … Continue reading Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys

This post came out of a suggestion from Amey Holden, my good friend and fellow Microsoft MVP who focuses on and works a ton with Customer Insights – Journeys. We do monthly webinars to discuss new features and functionality in the product and use a CI-J event registration form for sign ups. Amey politely suggested … Continue reading Display Local Time Zone On Event Registration Form When Different To Event Time Zone

Did you know there is a suppression list used for all of your Journeys sending emails in Customer Insights and that list is unique to your organisation? This is well documented by Microsoft as to when and why an email address you’ve sent an email to can be added to the suppression list, but how … Continue reading Understanding Suppression List Rules And Managing Them In Customer Insights Journeys

I’ve written previous posts about internal email notifications for marketing form submissions, and how to gather information if it’s related to an Event Registration. This post expands on that and explains how you can also provide information on which sessions the person registered for. By default, each session registered for gets a field submission including … Continue reading Add List Of Session Registrations To Internal Notification Email In Customer Insights

Sometimes new things just pop up in Dynamics 365 and specifically in Customer Insights – Journeys. This one is such a little thing but makes for a better user experience and perhaps less confusing for people how to then use it in emails. That is, the control for adding an and then use event images … Continue reading Easily Add And Use Event Images In Customer Insights – Journeys

I was recently asked how we can give customers the ability to update their email via a form. I advised against it. If you are using Customer Insights – Journeys, you know that a Contact Point Consent record exists for an email address showing if it is Opted In or Opted Out of a Purpose … Continue reading Step-by-Step: Build an Update Profile Form in Customer Insights Journeys

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

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