When creating Real-time Marketing Forms in D365 Marketing/Customer Insights – Journeys, there are two options in terms of what happens when a form is submitted. You can either redirect the person to another page, OR you can opt to display a message (which is the default submission option). Although you can set what the message … Continue reading Change Default Form Submitted Image For Real-time Marketing Forms

Did you know there is a right way to add the fields to your marketing forms in Real-time Marketing? It might not be immediately obvious but the order in which you add the fields and the overall layout you pick can make a different to your customers or prospects filling out the form, and even … Continue reading What Is The Correct Layout For Your Marketing Forms?

Compliance Series This is number five in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP FIVE ** … Continue reading Including Purposes & Topics In Real-time Marketing Segments

Often on web forms you will have the email address field, then another one to ask the submitter to confirm their email again. The two fields will be used to validate and make sure they are the same. I was asked if it could be done with a marketing form in D365 Marketing/Customer Insights and … Continue reading Verify Email Address Input On Real-time Marketing Form

There are three out of the box standard triggers that relate to Events in Customer Insights Journeys (D365 Marketing). One for an Event Registration Created, one for Event Registration Cancelled and one for an Event Check-In. When building your Journeys to cover an Event, all three can be used in a combination of ways and … Continue reading 8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys

Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage … Continue reading Installing Updates For D365 Marketing AKA Customer Insights Journeys

I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know … Continue reading How To Create Real-time Marketing Landing Pages

Compliance Series This is number four in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR ** Adding Additional Compliance Profiles ** STEP … Continue reading Adding Additional Compliance Profiles

Customers using Dynamics 365 are in all kinds of industries with all kinds of use cases and requirements. Standard out of the box fields can be find for one company while another may need custom fields added to tables to capture more than basic data. You may need to email the main email address sometimes, … Continue reading Send Emails Using Different Lead Recipient Fields In Journeys

If you’ve followed any of my previous posts on compliance profiles and Realtime marketing subscription forms, you might be wondering how you can send a confirmation email to the Lead or Contact who submitted the form. It’s a nice touch to send a confirmation email displaying the topics they opted in to, what they are … Continue reading Send Email Confirmation After Subscription Form Submitted