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CI-J
Practical guidance for Dynamics 365 Customer Insights – Journeys. Explore forms, emails, journeys, events, consent, audience management and ideas to help you get more from the platform.
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253 articles found
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Redirect After Preference Centre Submission
I wrote about how to make your Preference Centre page look more in line with your organisations branding by adjusting the CSS and adding…
6 comments -
Using Form Capture With Realtime Marketing Forms
When considering the right approach for your online marketing forms, it’s not always possible to use forms created in Customer Insights – Journeys (D365…
36 comments -
Lookup Fields With Default Option in Realtime Marketing Forms
There are number of different types of fields that can be added to a marketing form in Customer Insights – Journeys (D365 Marketing). Most…
20 comments -
View In Browser For Realtime Emails
This one has been a long time coming, and was a missing feature in Realtime Marketing that could be used in Outbound Marketing long…
8 comments -
Customising Your Compliance Profile Preference Centres
I’ve written a series of blogs all about Compliance Profiles which walk through a series of steps for getting up and running with Realtime…
18 comments -
Creating Personalised Thank You Pages For Realtime Marketing Forms
If you have used Outbound Marketing for a while, it’s possible you have used the Personalised Pages functionality. This provides you with the ability…
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Create Realtime Marketing Dashboards in D365
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…
6 comments -
Finding Your Realtime Event Registration Forms In Customer Insights Journeys
If you’ve started using the new Realtime Marketing Forms for Events, you will have discovered it’s a little bit different to creating them in…
10 comments -
Sending Emails From Contact And Lead Owners In Realtime Marketing
This isn’t a new thing but I am surprised by how often people aren’t sure how to do this, so this post is about…
8 comments -
Using Browser Session Storage To Add Referrer and UTM Parameters To Leads
I’ve written about getting UTM Parameters from the URL when someone visits your website, then using them to add to hidden fields on a…
6 comments -
Understanding Realtime Marketing Form Themes And CSS
Brand consistency is important, and getting your Realtime Marketing Forms to look good and fit in with your website look and feel is key…
10 comments -
Redirect D365 Marketing Forms After Displaying Thank You Notification
I wrote about how to make changes to the default image that shows if you are using the thank you notification instead of the…
6 comments
