Internal Notification Emails For Event Forms In Realtime Marketing

I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form … Continue reading Internal Notification Emails For Event Forms In Realtime Marketing

Providing Security Access To Users For Realtime Form Ownership

Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales … Continue reading Providing Security Access To Users For Realtime Form Ownership

Using Additional Matching Strategies On Realtime Marketing Forms

For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists … Continue reading Using Additional Matching Strategies On Realtime Marketing Forms

Set Language Of Person Submitting Your Realtime Marketing Form

Using Realtime Marketing from Dynamics 365 (Customer Insights – Journeys) gives you the ability to customise your emails, and using dynamic conditional content, set different variations based on field values. One common field to use is that of a custom language field. You could ask for this information, or you could use a piece of … Continue reading Set Language Of Person Submitting Your Realtime Marketing Form

Wave 1 2024 Customer Insights Journey Chat With Amey Holden

The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft … Continue reading Wave 1 2024 Customer Insights Journey Chat With Amey Holden

Setting Default Values For Unmapped Fields When Using Realtime Form Capture

I wrote about using the new preview (as of time of writing this) feature on Realtime Marketing forms with form capture. This gives you the ability to map submissions from 3rd party forms but still create the new/updated Contact or Lead record in D365. In that post, I wrote about the process of mapping the … Continue reading Setting Default Values For Unmapped Fields When Using Realtime Form Capture

Display Download Button After Realtime Marketing Form Submission

When submitting a Realtime Marketing form, there are two options available in terms of the end user experience for the submitter. You can either display a thankyou message, or redirect them to another page. I’ve written previously about how to display a message and then redirect, and also how to change the default image that … Continue reading Display Download Button After Realtime Marketing Form Submission

Capture Lead Channel Traffic Source Without UTM Parameters

If you use Google Analytics, you should be familiar with channels. As defined by Google, channels are rule-based definitions of your website’s traffic sources that let you monitor the performance of all of the channels sending traffic to your website. Someone might come to your website, but not via a link including UTM Parameters which can … Continue reading Capture Lead Channel Traffic Source Without UTM Parameters

Redirect After Preference Centre Submission

I wrote about how to make your Preference Centre page look more in line with your organisations branding by adjusting the CSS and adding a few extra items to the HTML code. That’s all well and good, but after the form is submitted, that nice experience is (IMHO) ruined, because the person is taken to … Continue reading Redirect After Preference Centre Submission

Using Form Capture With Realtime Marketing Forms

When considering the right approach for your online marketing forms, it’s not always possible to use forms created in Customer Insights – Journeys (D365 Realtime Marketing forms). You might not want to recreate them all, or you might already be using another solution that you aren’t ready to replace just yet. Whatever the reason, if … Continue reading Using Form Capture With Realtime Marketing Forms