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?
Customer Insights Journeys Articles
THERE ARE 199 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
If you use Sales Sequences AND Customer Insights – Journeys you may have noticed another post from me about how to add someone to a Sales Sequence when someone is going through a Journey. That could be a massive help! But what about needing to take someone and disconnect from Sales Sequences? Maybe you have … Continue reading Disconnect From Sales Sequence Via Customer Insights Trigger
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
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
