If you use Customer Insights – Journeys, and are using Realtime marketing forms on your website, there is a strong possibility you also have journeys running when a form is submitted. This is easy, and even better that we have a marketing form submitted trigger out of the box that can be used. Have you … Continue reading Advanced Journey Logic: Evaluating Specific Form Fields in Customer Insights

There have been a few blog posts out over the past few months that focus on how to use the latest functionality related to providing a hierarchy overview to your users. We’ve had hierarchy logic for a long time in D365, but this approach is really cool because it can be created for not only … Continue reading Create Hierarchy Overview Of Compliance Setup In Customer Insights – Journeys

I recently had a question via my blog that asked about the View In Browser link you can add to your emails in Customer Insights – Journeys. Specifically, when someone clicks that from the email and they are in fact ‘viewing in browser’, can it be hidden? Otherwise it is a bit circular, view in … Continue reading Can You Hide The View In Browser Link When Viewing In Browser?

We would love to think that subscribers want to read ALL of our content we send them right? Reality is, sometimes we have more content than they want on a weekly basis, so what about offering the option to subscribe to get a summary of our content on and send monthly updates instead? For this … Continue reading How to Send Monthly Updates Using Dynamic Lists in Customer Insights Journeys

The idea for this post came from a question I saw on the community forums asking if it was possible to provide a way for users to pick from a list of new articles from a website so they could drag and drop new content while creating a new email. The only real way to … Continue reading Create Article Content Blocks From An RSS Feed In Customer Insights Journeys

First off, this post is not about saying you SHOULD delete records, but more about information for you as a user of Customer Insights – Journeys, or your environment administrator so you can understand what the records in the msdymkt_segmentexecution table are for. Also what happens if you DID delete them. I stumbled down this … Continue reading What Happens When You Delete Segment Execution Records

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