🎙️ Amey Holden & Megan V. Walker have had their Real-time Chats in the past, but this time they’re going LIVE! 💬✨ You’ll have the chance to join virtually, post your comments & questions, and be part of the conversation as we dive into new monthly features and share what we’ve been working on. 🔄🛠️ … Continue reading LIVE! Marketing Journeys – Real-time Chat

This post focuses on the Marketing App (Customer Insights – Journeys) but is the same for any of the model-driven apps really. It’s a quick post and written out of my own annoyance of seeing it every time I go to test something or get ready to write a new blog article. It’s the ‘helpful’ … Continue reading Permanently Remove The Form Fill Toolbar From Customer Insights Journeys

You carefully craft your marketing campaigns, put together your amazing emails and set up your journeys in Customer Insights. Then off they go! Now to review some analytics. But where do you find them, and how can you know you are looking at the right information? Well…. there are a LOT of places you can … Continue reading Where Can You Find Analytics In Customer Insights Journeys?

If you missed it, Outbound Marketing is going away. This is news that is literally nearly 2 years old, and the signs were there even older than that. Even with that advanced notice in mind, there are STILL organisations that haven’t even started making the move. Oh, side note, if that’s you, make sure you … Continue reading Easily Find Your Custom Outbound Form & Email Templates In Preparation For Realtime

While recently working on a post for generating emails for Microsoft Bookings and putting together an ICS file, I thought about what a fiddle it is (polite phrase) add an ICS file to your Google calendar. I had also recently booked a couple of restaurants online and noticed one of them had a specific Add … Continue reading Include Add To Google Calendar Button On Realtime Emails

If we are going to send information to Contacts about sessions, wouldn’t it be nice to have a lovely formatted list of speaker profiles for the people that are presenting? We can do that and provide their bio, photo and social links (or whatever information you want to share) using lists and a nice bit … Continue reading Formatted List Of Speaker Profiles For Event Session Emails

You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads. Awesome! You may be content with looking on each individual Lead record to see their score, or going back in to the Scoring model and using the small window where you … Continue reading View Open Leads With Scores In Customer Insights – Journeys

Perhaps an under used or even underrated feature for Realtime emails in Customer Insights – Journeys are Lists. This gives the ability to share information about one or more related records. Think information about Contacts linked to an Account, information about Speakers linked to an Event, or Products linked to a Quote or Order. If … Continue reading Create Beautiful Quote And Order Emails With Customer Insights – Journeys

If you are managing an in person event with lots of sessions, you might be checking the attendees in for each one. This will give you an understanding of not just how many people were there for the whole event, but how well attended each session was. This post will show how you can use … Continue reading Send Individual Session Check In Follow Up Emails During An Event

The Customer Insights – Journeys (or Marketing App) has an option to create a new Check-in record, scan a QR code and check someone in to an event. In previous posts I’ve been looking at sessions with the ability to start journeys when people are checked in to a session, and even generate a QR … Continue reading Simple Event Session Check In Canvas App