BIMI For Realtime Emails: Get Your Logo Showing In Their Inbox

Are you wondering what the heck BIMI For Realtime Emails is? It stands for Brand Indicators for Message Identification. If you have a personal email address and use something like Gmail or Yahoo (or one of many other email clients) you will have seen this in action, a brands logo right there to the left … Continue reading BIMI For Realtime Emails: Get Your Logo Showing In Their Inbox

Address Validation On Your Realtime Marketing Forms Using Data8

If you are collecting address information on your Realtime marketing forms in Customer Insights – Journeys, wouldn’t it be nice to get those addresses validated before adding them to your Dynamics 365 environment to make sure the data is accurate? Also, sometimes it’s a nice little helper for the person submitting your form so they … Continue reading Address Validation On Your Realtime Marketing Forms Using Data8

Send Trustpilot Invitations Using Realtime Marketing Triggers

Have you ever bought a product or used a service from an organisation, then had a follow up request for a review on Trustpilot? Most of us have, but if you are not sure what Trustpilot is, it’s an independent review process which aims to help consumers make educated decisions on their next purchase or … Continue reading Send Trustpilot Invitations Using Realtime Marketing Triggers

Add To A Sales Sequence Via Customer Insights Trigger

For anyone using the Sales Accelerator functionality AND Customer Insights Journeys, you may have a need to add Contacts or Leads to a sequence as part of a Journey. Consider someone new who has subscribed, perhaps you want to put them in a nurture journey of some kind. There are ways this could be done … Continue reading Add To A Sales Sequence Via Customer Insights Trigger

Change Session Date Format On Event Registration Forms

Are you using the Event Registration Forms with Sessions in Customer Insights – Journeys yet? I wrote about how you can format it nicely in a previous post, but one thing that bugs me about the form is the way the session date is displayed. It’s in US format (month, day, year) with no way … Continue reading Change Session Date Format On Event Registration Forms

Send Blog Post Emails Via RSS Feeds And Realtime Marketing Journeys

A lot of blogs I write are born from my own frustration or desire to automate something. For this one, I had often wished we had the ability to use an RSS feed to send out emails to Leads or Contacts in D365 using Customer Insights – Journeys. Out of the box there is no … Continue reading Send Blog Post Emails Via RSS Feeds And Realtime Marketing Journeys

Format Sessions & Confirmation Message On Event Registration Form

Have you seen the latest Default registration form with Sessions? It’s great that people can pick and choose which sessions to register for, giving them the freedom to pick and choose where to spend their time at your event. However, the way your form looks is important, and out of the box it might not … Continue reading Format Sessions & Confirmation Message On Event Registration Form

Change Order Of Event Speakers On Invitation Emails In Customer Insights Journeys

If you have used the Event Management functionality in Customer Insights – Journeys, you may have also set up sessions. Sessions can also be linked to Speakers, creating Speaker Engagement records showing which Speaker is presenting on which Session. This information can then be displayed on your Invitation emails, thank you for registering and reminder … Continue reading Change Order Of Event Speakers On Invitation Emails In Customer Insights Journeys

Collecting Net Promoter Score Feedback Using Realtime Marketing Forms

When creating your marketing forms in Customer Insights – Journeys, you have choices in terms of the types of fields you can add. You’ve got lookup fields you can add, choice fields you can display as drop downs, yes/no fields you can show as radio buttons and so on. If your organisation collects feedback to … Continue reading Collecting Net Promoter Score Feedback Using Realtime Marketing Forms

Convert Non-Subscribers Via Your Emails With Customer Insights Journeys

If you offer multiple email topics or purposes, there’s bound to be some overlap. But promoting Purpose B to someone already subscribed to Purpose B? Not a great look. In this post, we’ll explore how to convert non-subscribers without awkwardly pitching to those already on the list using conditional content. Let’s take a look! In … Continue reading Convert Non-Subscribers Via Your Emails With Customer Insights Journeys