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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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Wave 1 2025 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 1 2025 have been published. My good friend Amey Holden and I got together to…
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Marketing Website Visited Trigger Glossary in Customer Insights Journeys
If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be…
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Create Email Templates Using Custom HTML In Realtime Marketing
I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got…
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Check Both Leads & Contacts For Marketing Form Submissions In Realtime
With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms…
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Website Tracking In Realtime Marketing – How Does It Work?
The Website Tracking for Realtime Marketing is FINALLY here. A long awaited feature that has been pushed several times from Wave to…
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Split Your Audience By Number Or Percentage In Customer Insights – Journeys
One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is…
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Display Charts Using Nifty Images In Customer Insights – Journeys
After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I started…
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Display Countdown Timer Using Nifty Images In Customer Insights – Journeys
Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights –…
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Auto Assign Leads Without Code Using Entity Scoring & Work Assignment
I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality…
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How To Import Contact Point Consent Records
One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point…
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Outbound Segments Used In Real-time Journeys Notification
If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that…
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Taking Advantage Of Link Aliases In Your Realtime Emails
Perhaps a slightly under-rated feature, the ability to set the alias for a link exists in Realtime Marketing on your emails. The…
