I have written in the past about setting up your custom subscription centre as a marketing form that you can then embed in a page on your website. For me, I believe this is the best approach to make sure your customers, prospects, and website visitors have a seamless experience where all of your content … Continue reading Using Outbound Subscription Centres In Real-time Marketing
Customer Insights Journeys – D365 Marketing Articles
THERE ARE 145 POSTS IN THIS CATEGORY
Customer Insights – Journeys (formerly D365 Marketing) is a marketing-automation application that helps turn prospects into business relationships. The app works seamlessly with Dynamics 365 Sales, and has built-in business intelligence. Review articles for tips and ideas on how to use Customer Insights – Journeys.
- D365 Marketing Weekly Newsletter
- Check out The A to Z of Real-time Marketing!
- Check out The A to Z of Dynamics 365 Marketing!
- Guide To Creating & Managing Webinar Events
Adding conditional content to marketing emails in the Dynamics 365 Marketing App is not necessarily a new thing, I have written about it before. However, that was HARD for people to use! It involved adding bits of code and trying to figure out where it should go, not to mention looking at the email itself … Continue reading Adding Conditional Content To Real-time Marketing Emails
If you are using the Real-time Marketing functionality within the D365 Marketing App, you might have already seen the new step you can add in to a Journey. The Activate a custom trigger allows you to trigger other journeys or flows in Power Automate. I’ve written previously about creating a flow to kick off the … Continue reading Activate Custom Trigger In The Middle Of A Real-time Journey – D365 Marketing
If you use Dynamics 365 Marketing and/or are a System Administrator for an organisation that uses it, this post is for you. Microsoft are great at putting out updates for the Marketing app, but as of yet there is no way for you to be notified about them. That means there could be new and … Continue reading Update D365 Marketing To The Latest Version
Personalisation of emails using dynamic text (pre-defined tokens) has been around in Dynamics 365 Marketing for some time. You can add in text that you pull in from the Contact record, or from records related to the Contact. For things like the Contact’s First or Last Name, that’s pretty simple and easy to do. However, … Continue reading Adding & Using Dynamics Pre-defined Tokens In D365 Marketing
NOTE: I have since written a more robust and fuller blog post about this, which covers all scenarios and re-formatting of the values that are returned in a form submission. Please read this blog post instead to compare and see the extended details. One of the common requests for processes when a submission from a … Continue reading Create An Email Notification For Each D365 Marketing Form Submitted
I’ve got a quick blog post here, easy to follow and implement, but makes things a whole lot simpler when trying to share files with your Contacts using D365 Marketing. Let’s look at how you can upload a file, then add a button to your Marketing Email and link it back to the document as … Continue reading Adding A File Download To A Marketing Email Button
For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so … Continue reading D365 Real-time Marketing, RSS Feeds & Subscription Centres
Last week we saw the release of the Dynamics 365 Wave 1 2022 release notes from Microsoft. Lisa Crosbie and I talked through our favourites on The UP Podcast on our top picks episode, and then I walked through all of the Marketing related ones in a video. BUT, I wanted to find out what … Continue reading D365 Marketing Chat With Amey Holden – Discussing Marketing Features from Wave 1 2022
If you are on my website reading this, I think you know that I LOVE MARKETING right? If not, just know that I definitely do. 😊 So I am really excited that the Wave 1 2022 Release notes from Microsoft covers a TON of new features and functionality specifically for Dynamics 365 Marketing. I’ve made … Continue reading Wave 1 2022 Release – D365 Marketing Features