With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on … Continue reading Tasks & Phone Calls In A Real Time Marketing Journey

One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages someone could be sent. Limiting the number of messages with frequency capping was made generally available in the April 2023 release, which means it’s ready to go and to start being … Continue reading Frequency Capping To Avoid Message Fatigue In Real-time Marketing

I had a question the other day where someone asked if Conditional Content was possible in a Content Block. I assumed yes, but figured I should check just in case. Phew, I was right, you can! This is in Real-time Marketing only. This one is pretty straightforward to do, so a quick post. Let’s take … Continue reading Using Conditional Content in Content Blocks in D365 Marketing

One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill out a marketing form. Consider someone submitting a form to request a Case Study or White Paper asset. You can provide a link to the document once they submit the form, … Continue reading Create A Simple Auto Responder Email Journey In Real-time Marketing

This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing it in a few client environments myself. Real-time Marketing needs at least one compliance setting record which stores the organisations address, and a link to a preference page (subscription centre). The … Continue reading Unable To Add Compliance Setting Record In D365 Marketing

One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing interactions. You can see an interactions timeline and breakdown of things like form visits and submissions, emails sent, clicked and opened, subscription list interactions and event registrations and check-ins. It’s always … Continue reading Real-time Marketing Contact Insights

Automatic UTM Tracking (or tagging) went in to public preview February 2023, and I wrote about how to use it to get the most from Google Analytics (and other analytic tools). Since the preview came out, it’s had a few changes that are definitely worth reviewing to give you more custom UTM tracking. Plus, the … Continue reading Custom UTM Tracking In D365 Marketing

I was asked recently by a client about making sure D365 Marketing forms could be submitted if the email was a business email address. Although we can’t necessarily know if an email is NOT from a business, we can definitely make sure submissions are not allowed using email addresses with generic domains like Gmail, Yahoo … Continue reading Business Email Validation Message On D365 Marketing Forms

When new features come out in D365 Marketing I love to check them out and learn as much as I can about them. When the Real-time Marketing segment builder was released I wasn’t the biggest fan, it felt like TOO much change. However, I am big enough to admit when I am wrong, and I … Continue reading A Guide To Real-time Marketing Segments

Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or add additional details to provide different ways to sort and review them. If you are on the latest version (at least 1.92.2019.0, you can now edit the Journey table. You’ll need … Continue reading Table Customisation Of Real-time Marketing Journeys