A client recently wanted to know if someone had answered a custom question on their Event registration form with either Yes or No. Using custom event registration questions can feel like responses are going in to a black hole, but you can learn more about them in one of my previous posts and understand how … Continue reading Use Custom Event Registration Questions To Branch Your Journeys In Customer Insights

Most websites have some kind of search functionality, especially if you have a blog. If you do, you can use this to your advantage and build a segment to find people searching on your website for specific keywords. This could be useful for a triggered journey to send more information if someone is looking for … Continue reading Create A Segment For People Searching On Your Website

We have the ability to add unmapped fields to marketing forms, providing the ability to capture extra information from a Contact or Lead without needing to add a new field to those tables each time. It makes it easy for marketers to take ownership when wanting to capture new information. However, how on earth can … Continue reading Create A Segment Using Unmapped Fields On Marketing Forms in Customer Insights Journeys

Are you asking unmapped custom event registration questions when someone is registering for your events? If so, how can you get people who have answered in a specific way in to a segment? I’ve shown you how you can actually see all of the responses themselves all in one place, but sometimes you might need … Continue reading Create A Segment Using Custom Event Registration Questions in Customer Insights Journeys

One of the things I enjoy most about custom pages is the ability to surface information from multiple tables in a way that makes sense to users. I built a Contact Journey Overview custom page that provides a complete view of a contact’s participation in Customer Insights – Journeys. By opening the page directly from … Continue reading Create a Customer Insights Journeys Overview Page for Contacts

If you’ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option. The ability to create a ‘dummy’ event that someone else could come along and use to create a new Event from. So this means you can add defaults for users so … Continue reading Using Event Templates With Realtime In Customer Insights Journeys

Have you ever spent any time looking at the out of the box event management dashboard? Yeah, me either and I don’t blame you. It looks ugly and is not very informative. Not sure there are plans from Microsoft to update it, but good news, we DO NOT need them to when this is old … Continue reading Create Your Own Event Overview Analytics Dashboard In Customer Insights Journeys

Simple right? I just want to invite people to my next event. You can already if you create a segment, then send them an email with the event info, but how do we know that the person I invited is also the person that registered? How can we tie that all together? This post gives … Continue reading Create An Event Invitation Process In Customer Insights Journeys

I’ve written about creating an add to Google calendar link previously, but that was using Power Automate, and it was done to add a link to a meeting using Microsoft Bookings. So similar, but definitely not the same as doing it for your Session or Event Registrations in Realtime. This post is also similar to … Continue reading Create Add To Google Link For Session Or Event Registrations Without Using Power Automate

Sounds simple right? I want to create a segment to give me all Contacts (or Leads) that have had a failed form submission, or one with a warning. We have the ability to use the behavioural option, but if you add that it doesn’t give us a way to get through to the status of … Continue reading Find Contacts With Failed Form Submissions Via A Segment