If you are using Realtime Marketing forms in D365 then this might be a blog post for you! You can follow one approach for sending notification email when someone submits an Outbound marketing form, but you’ll need to create a different process for Realtime. In this article I will walk through how to create a … Continue reading Creating Internal Notification Emails For Realtime Marketing Form Submissions

Compliance Series This is number three 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 Moving Consent From Subscription Lists To Real-time Marketing Topics

Compliance Series This is number two 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 Real-time Marketing Subscription Forms

Compliance Series This is number one 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 Compliance Profiles In Realtime Marketing – For Leads and Contacts

I wrote an article about making sure an email address entered in to a form did not contain a generic domain such as Gmail, Yahoo etc. This was for outbound forms. Now that real-time forms are out of preview and people are starting to use them out in the wild, I wanted to see if … Continue reading Business Email Validation Message On Realtime Marketing Forms

Email Templates in Dynamics 365 Marketing should make everyone’s lives a bit easier. You lovingly create it with the right content blocks and layout to make sure marketers simply need to select a template, edit their email and they are ready to launch it. To make it even easier, are you setting up all of … Continue reading Using Defaults From Email Templates In Real-time Marketing

In a previous article, I wrote about creating a simple auto responder journey when someone submits an Outbound Marketing form… but what about Real-time Marketing forms? Well, first thing, make sure the new forms are right for your needs and organisation (check the documentation), but they are out of preview so good to start looking … Continue reading Triggering Journeys From Real-time Marketing Form Submissions

With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on … Continue reading Tasks & Phone Calls In A Real Time Marketing Journey

One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages someone could be sent. Limiting the number of messages with frequency capping was made generally available in the April 2023 release, which means it’s ready to go and to start being … Continue reading Frequency Capping To Avoid Message Fatigue In Real-time Marketing

I had a question the other day where someone asked if Conditional Content was possible in a Content Block. I assumed yes, but figured I should check just in case. Phew, I was right, you can! This is in Real-time Marketing only. This one is pretty straightforward to do, so a quick post. Let’s take … Continue reading Using Conditional Content in Content Blocks in D365 Marketing