Using Outbound Marketing, one of the most common ways to determine the list of Contacts to go through a Customer Journey and get emails is to use a Segment. One could argue this is the MOST IMPORTANT aspect of the Journey. Get the filtering wrong and you risk missing people out, or much much worse, … Continue reading Managing Email Bounces In D365 Marketing

This post is important if you use Dynamics 365 Marketing. It’s important if you want to use Google Analytics (GA) for tracking your goals, and want to know exactly how many form submissions you’ve had for each form. Easy right? Hmm, well not if you want to use the same form, or the same thank … Continue reading Tracking D365 Marketing Form Submissions in Google Analytics

If you missed it, l did the A to Z of D365 Marketing about six months ago. It was a series with 26 videos covering various functionality and the features in the Microsoft Dynamics 365 Marketing App. It was pretty popular and helped many figure out how they could get the most from the app, … Continue reading New Series Coming Soon! A – Z Of Real-time Marketing

The styling of an organisations website and any communication sent out to customers is important. It should be kept consistent to help with building brand identity and make sure information isn’t missed by clients or potential customers. The majority of companies will have brand guidelines making it clear what colours and fonts should be used … Continue reading Using Custom CSS in D365 Marketing Emails

There are so many cool features in the Dynamics 365 Marketing App, some are significant sections of the app with major functionality while others are just neat little things that make your life easier. Using optionsets (yes, still optionsets in Marketing, not choice(s)!) in your Marketing Forms is really easy to do. Create a form … Continue reading Cascading Form Fields In D365 Marketing

If you’ve been following along with the mini-guide to creating and managing a webinar using D365 Marketing and Microsoft Teams, you will know it’s come to an end! Well, technically this is the end, reviewing insights post webinar. What information can you review in D365 to find out more about the event and any interactions … Continue reading Events In D365 Marketing – Reviewing Insights Post Webinar

The Event Registration records are an important part of the overall Event record. We’ve looked at how to create your marketing form, marketing emails and Customer Journey to manage your entire online webinar process, but in this post, we will dig into the Event Registrations to review who registers and then attends the webinar. The … Continue reading Events In D365 Marketing – Event Registrations

If you’ve been following along in the mini-series about creating and managing a webinar using Dynamics 365, you will already have your Marketing Form, Event and Marketing Emails all created and ready to go. Now we just need to put all of it together and create a nice Customer Journey. In this post, I will … Continue reading Events In D365 Marketing – The Customer Journey For Your Event

In the guide to creating and managing a webinar event using Dynamics 365 Marketing, we’ve come to one of my favourite parts, the Marketing Emails. I enjoy constructing the content, thinking of how to communicate with clients in an engaging way, and trying to appeal to them in a way that is informative and friendly … Continue reading Events In D365 Marketing – Creating Marketing Emails

This post continues on in the mini-guide to planning a webinar using Dynamics 365 Marketing. In this post we will look at actually adding the Event record, adding team members and a speaker, customising the calendar file, and finally, adding the marketing form for the event to your website. Let’s look at the steps! From … Continue reading Events In D365 Marketing – Adding Events