In Part One of this series, we looked at what we wanted to achieve in the portal for the user experience, with the ability for them to upload and see their own image. We also looked at the CSS needed, and the forms required. Now we’ll at the Entity Permissions needed. First, we need to … Continue reading Adding Portal Profile Photos Using Power Automate, Liquid, CSS & JS – Part Two
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One thing about the Microsoft Portals that has always annoyed me slightly (even when using it when Adxstudios) is the Profile area. A user registers, then sees a little mystery person image but with no way to change it or upload their own photo. It isn’t tied to the Contact entity image, so that won’t … Continue reading Adding Portal Profile Photos Using Power Automate, Liquid, CSS & JS – Part One
This post has come out of a need I’ve had myself when sending out the D365 Marketing Weekly newsletter to subscribers. Someone fills out the form to opt in and the first name and last name a required (always the best option for your forms!) so I know the data is in there. What I … Continue reading Use Capitalisation To Format Recipient Names Correctly In Customer Insights Journeys
I’ve written previous posts about internal email notifications for marketing form submissions, and how to gather information if it’s related to an Event Registration. This post expands on that and explains how you can also provide information on which sessions the person registered for. By default, each session registered for gets a field submission including … Continue reading Add List Of Session Registrations To Internal Notification Email In Customer Insights
While scrolling through Instagram recently, I saw an ad for a newsletter for cat knowledge and tips. As the owner of two kittens, I thought why not! It was good ad placement and I also wanted to see how their ‘subscribe’ option worked. I clicked the button and it pulled in my name and email … Continue reading Add Facebook Leads With Consent To Customer Insights Journeys
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
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