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

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

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

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

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

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

This post has come out of my own frustration that I forget to change the end year and update copyright information at the bottom of emails. Typically a company will have the copyright symbol, their founding or ‘start year’ along with the current year then something like ‘All Rights Reserved’. You set the current year … Continue reading Update Copyright Content Block With Current Year Dynamically

If you send emails to Leads or Contacts with a Gmail or Yahoo account, I really hope you are aware of one-click unsubscribe. This was implemented in 2024 and made a requirement by Google that all commercial and promotional emails include the ability for someone to unsubscribe with just one click. This isn’t the same … Continue reading One-click Unsubscribe Experience For Your Subscribers – Customer Insights Journeys

One of the things I like about the Realtime marketing forms is that all of the submissions are stored automatically, no need to turn them on or off. This means we can review if there are any failures along with the successful submissions. However, one thing I don’t like is that you need to go … Continue reading Add Form Submission Counts To Marketing Form Views