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Marketing
Explore practical approaches to marketing campaigns, automation, personalisation and customer journeys across different platforms. Subjects include Customer Insights – Journeys, HubSpot Marketing Hub, email marketing, forms, event management, audience segmentation, lead nurturing and the processes that help organisations create more relevant and connected experiences.
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Using Defaults From Email Templates In Real-time Marketing
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…
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Triggering Journeys From Real-time Marketing Form Submissions
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…
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Tasks & Phone Calls In A Real Time Marketing Journey
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…
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Frequency Capping To Avoid Message Fatigue In Real-time Marketing
One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages…
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Using Conditional Content in Content Blocks in D365 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…
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Create A Simple Auto Responder Email Journey In Real-time Marketing For An Outbound Form
One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill…
8 comments -
Unable To Add Compliance Setting Record In D365 Marketing
This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing…
8 comments -
Real-time Marketing Contact Insights
One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing…
20 comments -
Business Email Validation Message On Outbound Marketing Forms
** NOTE: If you would like to know how to do this for Real-time Marketing forms, you can view that blog post here –…
2 comments -
A Guide To Real-time Marketing Segments
When new features come out in D365 Marketing I love to check them out and learn as much as I can about them. When…
63 comments -
Table Customisation Of Real-time Marketing Journeys
Creating and managing your Real-time Marketing Journeys just got easier. I’ve been asked many times about how to link Journeys to a Campaign or…
13 comments -
UTM Parameters Tracking in D365 Marketing
One of the new features from Wave 1 of the Dynamics 365 release notes that relates to Marketing is the ability to have UTM…
2 comments
