Many websites have a nice little form in the footer at the bottom of every page where you can sign up for a newsletter. If you are using D365 Marketing you might think you are stuck with how it looks out of the box, especially with the newer Real-time Marketing forms. Not true! Using some … Continue reading Creating A Newsletter Sign-up For Your Website Footer

Last week was a bit of a mind bend. Changes all over the place, and I’ve taken a bit of time to let things marinate, and put together my thoughts on an announcement from Microsoft that changes things for their marketing offering. I don’t have all the answers, but I think it’s important to share … Continue reading Customer Insights Journeys or D365 Marketing? All Change

If you are using Realtime components in D365 Marketing, hopefully you’ve turned on the UTM tracking for your own emails and texts. Adding links to your different types of communication will mean UTM parameters are appended automatically, providing some great analytics in your analytic tool of choice. However, what about the ability to capture the … Continue reading Capturing UTM Parameters Via Realtime Marketing Form Submissions

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