You might have several different forms that allow someone to opt in to specific Topics in Realtime Marketing. Perhaps you even have some of those Topics hidden and are opting people in automatically when the form is submitted. What if you want to have the person go through a Journey and send them a thank … Continue reading Trigger Journey After Topic Is Opted In To
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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
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
You are probably thinking, this post is different to your normal stuff Megan V. Walker. Well yes, yes it is! I have started to embrace Mastodon and moving more and more away from interacting on Twitter for MANY reasons (not something to go in to in this post), and actually finding I am really enjoying … Continue reading Share Blog Posts On Mastodon Via RSS Feed
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
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
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
When sending surveys to your customers and prospects via D365 Customer Voice, the emails will come from the lovely surveys@email.formspro.microsoft.com email address. Your name will be displayed, but still, it doesn’t look that great and could confuse some people. Worse, it could even end up being ignored. Did you know you can change that, and … Continue reading Sending D365 Customer Voice Surveys From Your Own Domain
If you aren’t already aware, you can import a list of Contacts to Dynamics 365 Customer Voice containing their name and email address, and then send them an email with a link to take a survey. You can then use the name as a variable in the survey or email template, but that’s it…. or … Continue reading Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice