You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads. Awesome! You may be content with looking on each individual Lead record to see their score, or going back in to the Scoring model and using the small window where you … Continue reading View Open Leads With Scores In Customer Insights – Journeys

Perhaps an under used or even underrated feature for Realtime emails in Customer Insights – Journeys are Lists. This gives the ability to share information about one or more related records. Think information about Contacts linked to an Account, information about Speakers linked to an Event, or Products linked to a Quote or Order. If … Continue reading Create Beautiful Quote And Order Emails With Customer Insights – Journeys

If you are managing an in person event with lots of sessions, you might be checking the attendees in for each one. This will give you an understanding of not just how many people were there for the whole event, but how well attended each session was. This post will show how you can use … Continue reading Send Individual Session Check In Follow Up Emails During An Event

The Customer Insights – Journeys (or Marketing App) has an option to create a new Check-in record, scan a QR code and check someone in to an event. In previous posts I’ve been looking at sessions with the ability to start journeys when people are checked in to a session, and even generate a QR … Continue reading Simple Event Session Check In Canvas App

Out of the box, the Event Management functionality includes QR Codes for Event Registrations. What it does not include, is QR Codes for Session Registrations. However, someone can be checked in for a Session. So I wondered if there was a way to generate and send QR Codes for event sessions so someone can be … Continue reading Generate And Send QR Codes For Event Sessions

There are some great out of the box triggers for events which I have written about before. One that seems to be missing though is a trigger that fires for a Session Registration. We have the Event Registration Trigger Created that fires, but what if you provide people with a way to register for specific … Continue reading Create A Simple Event Session Registration Trigger

If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their email which will in turn send them an email with a link to reset it and get logged in. Branding and consistency from an organisation is imported. If you are using … Continue reading Send Portal Forgotten Password Email Using Customer Insights – Journeys

One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in a Journey to send them an email with a link to complete that survey. That’s a pretty common approach, and one I’ve implemented many times. What is a little less common … Continue reading Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records

I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using Customer Insights – Journeys from an Account Manager or Support Rep. What about building nice dynamic email signatures for the bottom of those emails, including the profile image of that person? … Continue reading Create Dynamic Email Signatures With User Images In Realtime Marketing

I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great drag and drop interface and it works well. However, you might outsource your email creation to a 3rd party agency, or perhaps you are even coming from another email tool and … Continue reading Create Email Templates Using Custom HTML In Realtime Marketing