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

While scrolling through Instagram recently, I saw an ad for a newsletter for cat knowledge and tips. As the owner of two kittens, I thought why not! It was good ad placement and I also wanted to see how their ‘subscribe’ option worked. I clicked the button and it pulled in my name and email … Continue reading Add Facebook Leads With Consent To Customer Insights Journeys

Managing bounces, blocked emails and overall consent isn’t my idea of fun, and guessing it isn’t yours either. BUT if you are going to send out emails to your prospects, customers, and subscribers, it’s important and something you need to be aware of. Others (including myself) have written about ways to manage it in the … Continue reading Consent Management In Customer Insights Journeys

Have you ever had the need for someone filling out one of your marketing forms to populate a date field? Or do you have a hidden field that you want to have todays date so you know when something happened? This post will show you how you can populate dates automatically in a date field … Continue reading Populate Dates Automatically From Marketing Forms in Customer Insights Journeys

Have you ever wanted just a simple weekly subscriber overview notification to know how many people are subscribed, with the number of new subscribers, how many unsubscribed and perhaps the number of new contacts/leads and maybe even information on the number of form submissions or journeys that were live for the previous week. You might … Continue reading Create A Weekly Subscriber Overview Notification Email – Customer Insights Journeys