Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The ability to add link aliases makes it so much easier to review your email insights, quickly reviewing which links are being clicked from which section of your email. By taking time to add … Continue reading Taking Advantage Of Link Aliases In Your Realtime Emails

If you’ve started using Lead Scoring in Realtime Marketing as part of Customer Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also started building segments to find people who have a over a specific score to send them on Journeys, even better! You might have then noticed the other option in the … Continue reading Using Lead Scoring Qualification Functionality

If you’ve set up your own Lead scoring model, you might be wondering how you can then go about using lead scores to create a segment. You might want to send a Lead through a Journey once they hit a specific score to try and keep them engaged. Alternatively, you may wish to remove Leads … Continue reading Use Lead Scores To Create A Segment

The form pre-fill functionality has been around for years, but for Outbound marketing. It was added to Realtime in the September 2024 update in preview. The really exciting thing about how the pre-fill works in Realtime that differs with Outbound, is that cookies are not relied on for it to work. Awesome! This means we … Continue reading Form Prefill In Customer Insights Journeys for Realtime Marketing

Lead scoring models for Customer Insights – Journeys (D365 Marketing Real-time) has been around for a while now, but when it was first released it had a few ‘issues’ or ‘quirks’ shall we say. It’s taken me a while to write about it while waiting for those teething problems to work themselves out. Now, I … Continue reading Create Lead Scoring Models in Real-time Marketing

Now this one is something I tend NOT to suggest but it is definitely a request that comes up A LOT. How can I create a segment of people I can just add by picking people myself, or based on an upload file. If there isn’t any filtering criteria, you can use the Include Members … Continue reading Create Segments From Marketing Lists In Realtime Marketing

If you are using Customer Insights – Journeys and did so before it became Realtime Marketing only (prior to September 2023), Outbound Marketing is still a thing for you. However, as you SHOULD know, Microsoft have announced that June 2025 is when it will truly go away for good. Hopefully you’ve already started making that … Continue reading What Happens When You Hide Outbound Marketing?

This post is about using a combination of D365 Marketing (Customer Insights – Journeys), Microsoft Clarity, Google Tag Manager and GA4 (Google Analytics) and tracking visitors to your website from the email sent out in your Journeys. Using these tools, we can review recordings and heatmaps for visitors that have come to our website specifically … Continue reading Track Site Visits From D365 Marketing Emails In Microsoft Clarity

Back at the start of 2022, when Realtime Journeys and Triggers were just getting started, I wrote a post all about D365 Real-time Marketing, RSS Feeds & Subscription Centres. It gave you a way to create a Journey that would send an email out when you posted a new blog on your website to all … Continue reading Sending A Journey Using RSS Feeds & Topics In Realtime Marketing

I love our community that blogs about and shares content on the Power Platform. It’s awesome having others there who are able to help or we can collaborate with. Amey Holden is one of those people for me. She and I have worked through challenges with marketing forms in Customer Insights – Journeys and also … Continue reading Display Custom Message When Marketing Form Blocked By Browser