I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great drag and drop interface and it works well. However, you might outsource your email creation to a 3rd party agency, or perhaps you are even coming from another email tool and … Continue reading Create Email Templates Using Custom HTML In Realtime Marketing

With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms only allowed for one or the other, until now! Hooray! This is definitely a much needed new feature, where we can determine the default settings for your marketing forms. This provides you with … Continue reading Check Both Leads & Contacts For Marketing Form Submissions In Realtime

I shared how to use the new Website Tracking feature and explained how to add it to your website, but I often get asked about using Google Tag Manager. So if you are using GTM and not sure how to go about adding the code, this post will walk you through the steps. Let’s take … Continue reading Adding Realtime Website Tracking To Your Website Using Google Tag Manager

The Website Tracking for Realtime Marketing is FINALLY here. A long awaited feature that has been pushed several times from Wave to Wave, now we can see it in it’s preview state. In this post I will walk through what the feature has in this iteration… and what you might consider ‘missing’ that will hopefully … Continue reading Website Tracking In Realtime Marketing – How Does It Work?

One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience split tile for your Realtime Marketing Journeys. This one allows you to split your audience members going through a journey by either number or percentage. This is a quick easy post … Continue reading Split Your Audience By Number Or Percentage In Customer Insights – Journeys

After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I started digging through more of their options. Depending on the data you want to show in your emails, the various chart options could be interesting. This post, again not affiliated with Nifty Images (just … Continue reading Display Charts Using Nifty Images In Customer Insights – Journeys

Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, maybe one day we will get it. For now, you CAN still do this using a really cool 3rd party bit of functionality that I found thanks to a wonderful person I … Continue reading Display Countdown Timer Using Nifty Images In Customer Insights – Journeys

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for everyone and it doesn’t assign Leads to people based on them reaching a specific score. However, if … Continue reading Auto Assign Leads Without Code Using Entity Scoring & Work Assignment

One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Consent (CPC) records are what keep you compliant, making sure you aren’t emailing people who have already unsubscribed. If you have only ever used the marketing app in D365 for this, then you … Continue reading How To Import Contact Point Consent Records

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbound Marketing will cease to exist. This means no more Outbound Emails, Outbound Journeys and most important, no more Outbound Segments. This is particularly significant because you can currently access … Continue reading Outbound Segments Used In Real-time Journeys Notification