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

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

I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form … Continue reading Internal Notification Emails For Event Forms In Realtime Marketing

If you aren’t already aware, it’s good to understand the difference between how consent is handled in Outbound Marketing vs. Realtime Marketing specifically for Contacts. Outbound looks at three different fields on the Contact record. You have a an Email field, Bulk Email field and Allow Tracking field. All are set to either Allow or … Continue reading Checking Contact Attributes Or Contact Point Consent Records In Realtime Marketing

Triggers in the Marketing App (Customer Insights – Journeys) are pretty awesome. They can be used to create what can be a very manually arduous task and turn it in to something automated that can just run on it’s own with you needing to step in and set stuff up. Even better, there are quite … Continue reading Auto Responder Emails For Gated Content Via Realtime Forms

Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales … Continue reading Providing Security Access To Users For Realtime Form Ownership

I wrote about using the new preview (as of time of writing this) feature on Realtime Marketing forms with form capture. This gives you the ability to map submissions from 3rd party forms but still create the new/updated Contact or Lead record in D365. In that post, I wrote about the process of mapping the … Continue reading Setting Default Values For Unmapped Fields When Using Realtime Form Capture

Want to know how to create Realtime Marketing Dashboards in D365? Before we begin, this isn’t new functionality… but it’s taking advantage of age old CRM views, charts and dashboards and creating some overviews that may be helpful for marketers and managers to get an understanding of some of the records being used in D365 … Continue reading Create Realtime Marketing Dashboards in D365