If you’ve followed any of my previous posts on compliance profiles and Realtime marketing subscription forms, you might be wondering how you can send a confirmation email to the Lead or Contact who submitted the form. It’s a nice touch to send a confirmation email displaying the topics they opted in to, what they are … Continue reading Send Email Confirmation After Subscription Form Submitted
Your search results for variables has returned 40 posts
You’ve got free content on your website, and all you would like in exchange is for someone to fill out a form and tell you about themselves. Providing access to case studies, white papers and eBooks is a great way to share your organisations knowledge on a subject which in turn would hopefully turn in … Continue reading Create Smarter Forms In D365 Marketing To Capture More Data
Organisations who wish to embrace text or SMS marketing can do so using D365 Marketing. There are several service provider options available out of the box (TeleSign, Twilio, Azure SMS for some regions). You can watch one of the videos from my A to Z of Real-time Marketing that covers delivering text messages for more … Continue reading Managing Text Message Subscriptions In D365 Marketing
I started writing about Microsoft Bookings in 2020, wanting to learn as much as I could and then share that insight with others. To this day, some of my most read blog posts are on the topic of Bookings and how to get the most from it. Back then, the only way to get data … Continue reading Microsoft Bookings Connector in Power Automate – The Good, The Bad & The Ugly
One of the things I love about Power Automate and Dataverse combined, is how every day is a school day. We create new processes or flows that work great for the time in which they were created, then you learn more, or things change and new functionality is released, and now it’s time to learn … Continue reading Creating Internal Notification Emails For Outbound Marketing Form Submissions
Online events are a big part of marketing. Ideally your customers sign up to gain more insights from you as subject matter experts, and new prospects register because they are interested in your products or services and want to hear what you have to say. Win/Win! D365 Marketing provides an Event planning and management area … Continue reading Event Registrations & Real-time Marketing Journeys
NOTE: I have since written a more robust and fuller blog post about this, which covers all scenarios and re-formatting of the values that are returned in a form submission. Please read this blog post instead to compare and see the extended details. One of the common requests for processes when a submission from a … Continue reading Create An Email Notification For Each D365 Marketing Form Submitted
For my own website, I have a way for people to subscribe to different categories of blog posts. I give them a subscription page and the option to select which types of content to receive. I appreciate that not everyone is interested in all of the areas I cover, so they can select accordingly so … Continue reading D365 Real-time Marketing, RSS Feeds & Subscription Centres
This post is important if you use Dynamics 365 Marketing. It’s important if you want to use Google Analytics (GA) for tracking your goals, and want to know exactly how many form submissions you’ve had for each form. Easy right? Hmm, well not if you want to use the same form, or the same thank … Continue reading Tracking D365 Marketing Form Submissions in Google Analytics
It always surprised me exactly what content resonates with people the most. I write about lots of different topics, things that interest me and what I think might be helpful. One of the categories of post I started last year was about Microsoft Bookings. It’s a tool providing organisations with a way to book and … Continue reading Using Microsoft Bookings & Planner For Pre-Appointment Tasks