One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience split tile for your Realtime Marketing Journeys. This one allows you to split your audience members going through a journey by either number or percentage. This is a quick easy post … Continue reading Split Your Audience By Number Or Percentage In Customer Insights – Journeys

After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I started digging through more of their options. Depending on the data you want to show in your emails, the various chart options could be interesting. This post, again not affiliated with Nifty Images (just … Continue reading Display Charts Using Nifty Images In Customer Insights – Journeys

Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, maybe one day we will get it. For now, you CAN still do this using a really cool 3rd party bit of functionality that I found thanks to a wonderful person I … Continue reading Display Countdown Timer Using Nifty Images In Customer Insights – Journeys

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for everyone and it doesn’t assign Leads to people based on them reaching a specific score. However, if … Continue reading Auto Assign Leads Without Code Using Entity Scoring & Work Assignment

One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Consent (CPC) records are what keep you compliant, making sure you aren’t emailing people who have already unsubscribed. If you have only ever used the marketing app in D365 for this, then you … Continue reading How To Import Contact Point Consent Records

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will cease to exist. This means no more Outbound Emails, Outbound Journeys and most important, no more Outbound Segments. This is particularly significant because you can currently access … Continue reading Outbound Segments Used In Real-time Journeys Notification

Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes it so much easier to review your email insights, quickly reviewing which links are being clicked from which section of your email. By taking time to add … Continue reading Taking Advantage Of Link Aliases In Your Realtime Emails

If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the … Continue reading Using Lead Scoring Qualification Functionality

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

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