Join us, Amey Holden and Megan V. Walker, for an interactive webinar where we will answer YOUR questions all about moving from Outbound Marketing to Real-Time Marketing in Customer Insights – Journeys! 💡 We all know the deadline is looming and you WILL lose access to Outbound functionality and make sure your organisation (or clients) are taking advantage of Realtime … Continue reading Making the Move from Outbound to Realtime Marketing – Q&A Sessions 3 & 4

While recently working on a post for generating emails for Microsoft Bookings and putting together an ICS file, I thought about what a fiddle it is (polite phrase) add an ICS file to your Google calendar. I had also recently booked a couple of restaurants online and noticed one of them had a specific Add … Continue reading Include Add To Google Calendar Button On Realtime Emails

Join us, Amey Holden and Megan V. Walker, for an interactive webinar where we will answer YOUR questions all about moving from Outbound Marketing to Real-Time Marketing in Customer Insights – Journeys! 💡 We all know the deadline is looming and you WILL lose access to Outbound functionality and make sure your organisation (or clients) are taking advantage of Realtime … Continue reading Making the Move from Outbound to Realtime Marketing – Q&A Sessions 1 & 2

Does your organisation use Microsoft Bookings? Do you also use Customer Insights – Journeys? What better way to keep your branding consistent than to send all communication about meetings scheduled via Bookings than to send notifications out via a Real-time Journey. In this post, I will look at how you can achieve this with ALL … Continue reading Send All Microsoft Bookings Notifications Using Customer Insights Journeys

If we are going to send information to Contacts about sessions, wouldn’t it be nice to have a lovely formatted list of speaker profiles for the people that are presenting? We can do that and provide their bio, photo and social links (or whatever information you want to share) using lists and a nice bit … Continue reading Formatted List Of Speaker Profiles For Event Session Emails

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