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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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Moving Consent From Subscription Lists To Real-time Marketing Topics
Compliance Series This is number three in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing…
21 comments -
Real-time Marketing Subscription Forms
Compliance Series This is number two in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing…
23 comments -
Compliance Profiles In Realtime Marketing – For Leads and Contacts
Compliance Series This is number one in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE ** Compliance Profiles In Realtime…
24 comments -
Business Email Validation Message On Realtime Marketing Forms
I wrote an article about making sure an email address entered in to a form did not contain a generic domain such as Gmail,…
4 comments -
Using Defaults From Email Templates In Real-time Marketing
Email Templates in Dynamics 365 Marketing should make everyone’s lives a bit easier. You lovingly create it with the right content blocks and layout…
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Triggering Journeys From Real-time Marketing Form Submissions
In a previous article, I wrote about creating a simple auto responder journey when someone submits an Outbound Marketing form… but what about Real-time…
6 comments -
Tasks & Phone Calls In A Real Time Marketing Journey
With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from…
4 comments -
Frequency Capping To Avoid Message Fatigue In Real-time Marketing
One of the much needed features from Wave 1 2023 for marketing was the ability to set a cap on the number of messages…
10 comments -
Using Conditional Content in Content Blocks in D365 Marketing
I had a question the other day where someone asked if Conditional Content was possible in a Content Block. I assumed yes, but figured…
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Create A Simple Auto Responder Email Journey In Real-time Marketing For An Outbound Form
One of the most common requirements when using the D365 Marketing App is to have an email sent to the submitter when they fill…
8 comments -
Unable To Add Compliance Setting Record In D365 Marketing
This is a quick one, and I’m writing it to help anyone Googling an issue that has come up a few times including seeing…
8 comments -
Real-time Marketing Contact Insights
One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing…
20 comments
