D365 Marketing Segments & D365 Customer Voice
Feb25

D365 Marketing Segments & D365 Customer Voice

One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might want to leverage survey submissions and responses to specific questions to create...

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D365 Marketing Segments & D365 Customer Voice – YouTube
Feb25

D365 Marketing Segments & D365 Customer Voice – YouTube

📄 http://meganvwalker.com/d365-marketing-segments-d365-customer-voice One of the first things you likely learned to create when starting off with the Dynamics 365 Marketing App was how to create segments. These are your ‘buckets’, ‘groups’ or ‘lists’ of people that you want to take on a Customer Journey of some kind. If you are using Dynamics 365 Customer Voice, you might want to leverage survey submissions and responses to specific...

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Using Redirect URL’s In D365 Marketing – YouTube
Feb23

Using Redirect URL’s In D365 Marketing – YouTube

📄 http://meganvwalker.com/using-redirect-urls-in-d365-marketing If you are using the Dynamics 365 Marketing app, no doubt you’ve already fallen in love with the Insights. The detail you can see for a Contact record in terms of all of the clicks, form submissions and website visits is awesome! You can also review the insights for any Marketing Websites you’ve added tracking code to, and see which Contacts have visited different links....

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Using Redirect URLs In D365 Marketing
Feb23

Using Redirect URLs In D365 Marketing

If you are using the Dynamics 365 Marketing app, no doubt you’ve already fallen in love with the Insights. The detail you can see for a Contact record in terms of all of the clicks, form submissions and website visits is awesome! You can also review the insights for any Marketing Websites you’ve added tracking code to, and see which Contacts have visited different links. While all this is fine… Continue Reading Megan...

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Sending D365 Customer Voice Surveys From Your Own Domain
Feb17

Sending D365 Customer Voice Surveys From Your Own Domain

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 actually have these emails go out from your own… Continue Reading Megan V....

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Sending D365 Customer Voice Surveys From Your Own Domain – YouTube
Feb17

Sending D365 Customer Voice Surveys From Your Own Domain – YouTube

📄 http://meganvwalker.com/sending-d365-customer-voice-surveys-from-your-own-domain 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 actually...

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Managing D365 Customer Voice Alerts Via Microsoft Teams
Feb15

Managing D365 Customer Voice Alerts Via Microsoft Teams

In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even know who should be assigned those alerts. In November… Continue Reading Megan V....

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Managing D365 Customer Voice Alerts Via Microsoft Teams – YouTube
Feb15

Managing D365 Customer Voice Alerts Via Microsoft Teams – YouTube

📄 http://meganvwalker.com/managing-d365-customer-voice-alerts-via-microsoft-teams In a previous post, I wrote about how to create alert rules and then manage those alerts in Dynamics 365 Customer Voice. The alerts functionality is great, but perhaps not everyone responsible for helping resolve those Customer Satisfaction issues will have access to Customer Voice. Plus, the person setting up the surveys might not even know who should...

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Creating HTML Email Templates In D365 Customer Voice
Feb11

Creating HTML Email Templates In D365 Customer Voice

You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at how to do this in Customer Voice. First, go to the survey you wish to create a new email… Continue Reading Megan V....

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Creating HTML Email Templates In D365 Customer Voice – YouTube
Feb11

Creating HTML Email Templates In D365 Customer Voice – YouTube

📄 https://meganvwalker.com/creating-html-email-templates-in-d365-customer-voice You can set up email templates to use when sending out emails requesting feedback via one of your Dynamics 365 Customer Voice surveys. They are pretty easy to create, but did you know you can use HTML you’ve perhaps created elsewhere and just add that in to create a new custom template? Let’s look at how to do this in Customer Voice. Thanks for...

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Save Survey Progress In D365 Customer Voice
Feb04

Save Survey Progress In D365 Customer Voice

Creating a carefully crafted survey to send out to your customers can take time. So can filling out that survey! Although you might try to keep it concise, sometimes you need a survey that has a lot of questions and even multiple pages. If it makes sense for your survey, you can now allow for paused responses, where a respondent can complete some of the questions, close the survey and then… Continue Reading Megan V....

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Save Survey Progress In D365 Customer Voice – YouTube
Feb04

Save Survey Progress In D365 Customer Voice – YouTube

📄 http://meganvwalker.com/save-survey-progress-in-d365-customer-voice Creating a carefully crafted survey to send out to your customers can take time. So can filling out that survey! Although you might try to keep it concise, sometimes you need a survey that has a lot of questions and even multiple pages. If it makes sense for your survey, you can now allow for paused responses, where a respondent can complete some of the questions,...

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Adding A Customised Message To The End Of Your D365 Customer Voice Survey – YouTube
Jan28

Adding A Customised Message To The End Of Your D365 Customer Voice Survey – YouTube

📄 http://meganvwalker.com/adding-a-customised-message-to-the-end-of-your-d365-customer-voice-survey We’ve had the ability to add a custom thank you message to be displayed once a respondent has submitted a survey in Forms Pro, but now in Customer Voice, we can create a customised message that will be displayed instead. We can use variables and responses to specific questions to determine what message will be displayed, so...

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Adding A Customised Message To The End Of Your D365 Customer Voice Survey
Jan28

Adding A Customised Message To The End Of Your D365 Customer Voice Survey

We’ve had the ability to add a custom thank you message to be displayed once a respondent has submitted a survey in Forms Pro, but now in Customer Voice, we can create a customised message that will be displayed instead. We can use variables and responses to specific questions to determine what message will be displayed, so let’s take a look! From your survey in Customer Voice, scroll down… Continue Reading Megan V....

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Masking Mode In Microsoft Clarity – Microsoft Clarity Series – YouTube
Jan26

Masking Mode In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/masking-mode-in-microsoft-clarity We can mask and unmask content in Microsoft Clarity. This gives us the ability to determine what text or values from our site is captured in a recording or heatmap and can be viewed within Clarity. The method I wrote about previously uses a div attribute that must be added directly to the code on your website. We now have a new way to achieve this using the masking mode or...

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Masking Mode In Microsoft Clarity
Jan26

Masking Mode In Microsoft Clarity

We can mask and unmask content in Microsoft Clarity. This gives us the ability to determine what text or values from our site is captured in a recording or heatmap and can be viewed within Clarity. The method I wrote about previously uses a div attribute that must be added directly to the code on your website. We now have a new way to achieve this using the masking mode or masking by element,… Continue Reading Megan V....

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Scroll Heatmaps In Microsoft Clarity – YouTube
Jan19

Scroll Heatmaps In Microsoft Clarity – YouTube

📄 http://meganvwalker.com/scroll-heatmaps-in-microsoft-clarity If you have a website, and you haven’t yet looked at Microsoft Clarity, I suggest you check it out. I’ve written a bunch of posts and created videos on the subject for you to get started. As and when I notice new functionality, I’ll add to the list of learning resources for anyone wanting to know how to use it for their own site. One of the items that has now become...

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Scroll Heatmaps In Microsoft Clarity
Jan19

Scroll Heatmaps In Microsoft Clarity

If you have a website, and you haven’t yet looked at Microsoft Clarity, I suggest you check it out. I’ve written a bunch of posts and created videos on the subject for you to get started. As and when I notice new functionality, I’ll add to the list of learning resources for anyone wanting to know how to use it for their own site. One of the items that has now become available is the scroll… Continue Reading...

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Adding Question Responses To Personalised Data in D365 Customer Voice
Jan18

Adding Question Responses To Personalised Data in D365 Customer Voice

I’ve written about importing contacts and variables, and then recording anonymous feedback while still capturing values at the same time. In this post, I’ve covered how you can take question responses, and still capture it in the personalised data tab on a survey response. So in the case of doing an Employee survey with SOME responses coming from a personalised survey invitation, while others… Continue Reading Megan...

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Telegram VS Signal, With WhatsApp Comparison Table
Jan10

Telegram VS Signal, With WhatsApp Comparison Table

I wrote about some changes coming in WhatsApp, and what pushed me to start looking around for alternative messaging services and settling on Telegram. This article has already gathered more attention than I first thought it would, but with many citing Signal as their app of choice. I’m not stating one is better than the other, but in fairness, I thought it would be good to do an overview of… Continue Reading Megan V....

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It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram
Jan09

It’s Not You WhatsApp, It’s Facebook – AKA: A Guide To Telegram

OK, I tell a lie, it is partly you WhatsApp. I’ve had a love-hate relationship with WhatsApp for some time. I even wrote about how much I feel it invades my mental space last year. However, it’s how pretty much everyone I know communicates. Back in 2014, Facebook purchased WhatsApp. Things pretty much stayed the same, and WhatsApp was pretty much a separate service, with no need to tie… Continue Reading Megan V....

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Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice – YouTube
Jan05

Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice – YouTube

📄 http://meganvwalker.com/recording-anonymous-feedback-while-capturing-variables-in-d365-customer-voice We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also determine if...

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Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice
Jan05

Recording Anonymous Feedback While Capturing Variables In D365 Customer Voice

We can import contacts AND variables to Dynamics 365 Customer Voice so we can send out personalised surveys. This is great because it means we can still send out surveys with related data being displayed for the respondent, and do so without using Microsoft Power Automate. Prior to sending out the survey, we can also determine if the variables being imported should be saved along with the… Continue Reading Megan V....

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Query Syntax For Relevance Search In Customer Engagement Apps – YouTube
Dec22

Query Syntax For Relevance Search In Customer Engagement Apps – YouTube

📄 http://meganvwalker.com/query-syntax-for-relevance-search-in-customer-engagement-apps In November 2020, Microsoft introduced a new and improved Relevance Search experience to customer engagement apps (Dynamics 365 Sales, Customer Service, Field Service, Marketing & Project Service Automation). Enabling the new Relevance Search experience is easy, and gives users a search toolbar in the middle of their model-driven Power App,...

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Query Syntax For Relevance Search In Customer Engagement Apps
Dec22

Query Syntax For Relevance Search In Customer Engagement Apps

In November 2020, Microsoft introduced a new and improved Relevance Search experience to customer engagement apps (Dynamics 365 Sales, Customer Service, Field Service, Marketing & Project Service Automation). Enabling the new Relevance Search experience is easy, and gives users a search toolbar in the middle of their model-driven Power App, with an intuitive, familiar and easy to use approach… Continue Reading Megan V....

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The Culture Of One
Dec17

The Culture Of One

If you’ve been following along and listening to The UP Podcast, with my good friend Lisa Crosbie, you’ll know that this week marked our last one for 2020. We’ve had such fun this year, and honestly, some weeks it’s been the shining point, and something we both looked forward to. It’s helped us both through some pretty lousy times and kept us focused on the positive. There have been a ton… Continue...

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Creating Alert Rules & Managing Alerts In D365 Customer Voice
Dec09

Creating Alert Rules & Managing Alerts In D365 Customer Voice

In a previous post, I’ve reviewed and explained how to set up and use Satisfaction Metrics in Dynamics 365 Customer Voice. This is a great way to really understand just how happy, or unhappy your customers are. We can also create alerts in Customer Voice, giving us the ability to stay up to date when negative (or positive) feedback is received and assign an organisation representative to try… Continue Reading Megan V....

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Creating Alert Rules & Managing Alerts In D365 Customer Voice – YouTube
Dec09

Creating Alert Rules & Managing Alerts In D365 Customer Voice – YouTube

📄 https://meganvwalker.com/creating-alert-rules-managing-alerts-in-d365-customer-voice In a previous video, I’ve reviewed and explained how to set up and use Satisfaction Metrics in Dynamics 365 Customer Voice. This is a great way to really understand just how happy, or unhappy your customers are. We can also create alerts in Customer Voice, giving us the ability to stay up to date when negative (or positive) feedback is...

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Save A Filtered View As A New View In A Model-driven App
Dec03

Save A Filtered View As A New View In A Model-driven App

I hesitated with this blog post… because I missed the change in functionality when it first released and was actually behind the times. Coming back to my overall belief that if it was new to me, it is likely new to, at minimum, a few other people out there, I figured I would still publish it. So, this blog is about something I just recently saw, but look like it was introduced earlier this… Continue Reading Megan V....

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Microsoft Clarity & Power Apps Portals – Microsoft Clarity Series – YouTube
Dec02

Microsoft Clarity & Power Apps Portals – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/microsoft-clarity-power-apps-portals If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s a great way to be able to review the visits to the portal, and...

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Microsoft Clarity & Power Apps Portals
Dec02

Microsoft Clarity & Power Apps Portals

If you’ve been following along in the Microsoft Clarity blog series I have been doing, and you also work in the Power Platform world, you might have started thinking, oooh, I wonder if I could use this in a Power Apps Portal? The answer is YES, and combined with adding in some Custom Tags, it’s a great way to be able to review the visits to the portal, and filter the data in a variety of… Continue Reading Megan V....

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Import Contacts AND Variables To Send Personalised Surveys – D365 Customer Voice – YouTube
Dec01

Import Contacts AND Variables To Send Personalised Surveys – D365 Customer Voice – YouTube

📄 https://meganvwalker.com/import-contacts-and-variables-to-send-personalised-surveys-from-d365-customer-voice 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 is it? An awesome bit of functionality...

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Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice
Dec01

Import Contacts AND Variables To Send Personalised Surveys From D365 Customer Voice

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 is it? An awesome bit of functionality that’s been introduced is the ability to now include values for each… Continue...

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Adding Custom Tags To Use With Microsoft Clarity
Nov27

Adding Custom Tags To Use With Microsoft Clarity

We’ve got tons of way to filter data in Microsoft Clarity, including standard filters, and advanced filters. What if you want to add some additional filters? Well you can, if you add custom tags. How easy is it to do that? Well, pretty easy if you understand what you want to capture AND you know which template files or pages you need to edit on your website. In this post, we will look at a… Continue Reading Megan V....

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Adding Custom Tags To Use With Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov27

Adding Custom Tags To Use With Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/adding-custom-tags-to-use-with-microsoft-clarity We’ve got tons of way to filter data in Microsoft Clarity, including standard filters, and advanced filters. What if you want to add some additional filters? Well you can, if you add custom tags. How easy is it to do that? Well, pretty easy if you understand what you want to capture AND you know which template files or pages you need to edit on your website. In...

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Using Advanced Filters In Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov26

Using Advanced Filters In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 https://meganvwalker.com/using-advanced-filters-in-microsoft-clarity In a previous video, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps at this time). In this video we will walk through all of the Advanced...

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Using Advanced Filters In Microsoft Clarity
Nov26

Using Advanced Filters In Microsoft Clarity

In a previous post, I covered the filters in Microsoft Clarity. You have a ton of them that can be used to filter the data when reviewing the Dashboard, Recordings and the Heatmaps. There is also a set of Advanced Filters which can be used on the Dashboard and the Recordings (not on the Heatmaps at this time). In this post we will walk through all of the Advanced filters that can be usedin… Continue Reading Megan V....

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Mask And Unmask Content In Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov25

Mask And Unmask Content In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/mask-and-unmask-content-in-microsoft-clarity One of the coolest things about Microsoft Clarity is also one of the things I find the creepiest, and that’s the ability to sit and watch recordings of your website visitors and see how they interact with the pages. It’s very useful and gives fantastic insight. What about the data that is being sent back? Are you seeing everything? The answer is no, but sometimes...

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Mask And Unmask Content In Microsoft Clarity
Nov25

Mask And Unmask Content In Microsoft Clarity

One of the coolest things about Microsoft Clarity is also one of the things I find the creepiest, and that’s the ability to sit and watch recordings of your website visitors and see how they interact with the pages. It’s very useful and gives fantastic insight. What about the data that is being sent back? Are you seeing everything? The answer is no, but sometimes you might need to. So for… Continue Reading Megan V....

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Applying Filters To Data In Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov24

Applying Filters To Data In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/applying-filters-to-the-dashboard-recordings-heatmap-in-microsoft-clarity There are a ton of ways to filter the data being displayed on the dashboard in Microsoft Clarity. You’ve got the same set of filters also used to narrow or broaden the data viewed for recordings. Heatmaps can also be filtered, although don’t have all the same filters available as the dashboard and recordings. In this video, we’ll walk...

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Applying Filters To Data In Microsoft Clarity
Nov24

Applying Filters To Data In Microsoft Clarity

There are a ton of ways to filter the data being displayed on the dashboard in Microsoft Clarity. You’ve got the same set of filters also used to narrow or broaden the data viewed for recordings. Heatmaps can also be filtered, although don’t have all the same filters available as the dashboard and recordings. In this post, we’ll walk through the different filter options available in Microsoft… Continue Reading...

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Understanding Heatmaps In Microsoft Clarity
Nov23

Understanding Heatmaps In Microsoft Clarity

We’ve seen recordings in Clarity, and the integration Microsoft Clarity has with Google Analytics. Next, let’s take a look at heatmaps. Heatmaps are not new, with many great email marketing products including them to see where on your emails the recipients clicked and interacted. It’s a way to visualise your email to gauge how successful it was. Did your calls to action work? In Microsoft… Continue Reading...

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Understanding Heatmaps In Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov23

Understanding Heatmaps In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/understanding-heatmaps-in-microsoft-clarity We’ve seen recordings in Clarity, and the integration Microsoft Clarity has with Google Analytics. Next, let’s take a look at heatmaps. Heatmaps are not new, with many great email marketing products including them to see where on your emails the recipients clicked and interacted. It’s a way to visualise your email to gauge how successful it was. Did your calls to...

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Google Analytics Integration With Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov20

Google Analytics Integration With Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 http://meganvwalker.com/google-analytics-integration-with-microsoft-clarity I’ve mentioned before, Microsoft Clarity is not a replacement for Google Analytics, nor is it a comparable product. Instead, it should be used in addition to Google Analytics. In fact, there is a Google Analytics integration from Microsoft Clarity. Connecting the two products provides a session playback link within Google Analytics which can be added...

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Google Analytics Integration With Microsoft Clarity
Nov20

Google Analytics Integration With Microsoft Clarity

I’ve mentioned before, Microsoft Clarity is not a replacement for Google Analytics, nor is it a comparable product. Instead, it should be used in addition to Google Analytics. In fact, there is a Google Analytics integration from Microsoft Clarity. Connecting the two products provides a session playback link within Google Analytics which can be added to your dashboards and lists of page views,… Continue Reading Megan V....

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Reviewing Recordings In Microsoft Clarity – Microsoft Clarity Series – YouTube
Nov19

Reviewing Recordings In Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 https://meganvwalker.com/reviewing-recordings-in-microsoft-clarity You’ve added the tracking code to your website, and you’ve been looking over the dashboard…. now let’s check out the recordings! A recording covers a session that occurred on your site. What’s a session? It’s defined as the amount of time a user spent on your site. A single user can open multiple sessions that can happen on the...

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Reviewing Recordings In Microsoft Clarity
Nov19

Reviewing Recordings In Microsoft Clarity

You’ve added the tracking code to your website, and you’ve been looking over the dashboard…. now let’s check out the recordings! A recording covers a session that occurred on your site. What’s a session? It’s defined as the amount of time a user spent on your site. A single user can open multiple sessions that can happen on the same day, or over several days, weeks, or months. A session ends…...

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Overview Of Microsoft Clarity Dashboard – Microsoft Clarity Series – YouTube
Nov18

Overview Of Microsoft Clarity Dashboard – Microsoft Clarity Series – YouTube

📄 https://meganvwalker.com/overview-of-microsoft-clarity-dashboard Once your Microsoft Clarity tracking code has been added to your website, and you’ve waited a few hours, it’s time to check out your data. In this post, let’s walk through the dashboard to get an understanding of the metrics and analytics provided. Thanks for watching. You can find me in the following places: 🎯 Website: https://meganvwalker.com 🎯...

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Overview Of Microsoft Clarity Dashboard
Nov18

Overview Of Microsoft Clarity Dashboard

Once your Microsoft Clarity tracking code has been added to your website, and you’ve waited a few hours, it’s time to check out your data. In this post, let’s walk through the dashboard to get an understanding of the metrics and analytics provided. After logging in to Microsoft Clarity, you can navigate to your project (or go directly if you only have one), and then click on the Dashboard… Continue Reading...

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Installation of Microsoft Clarity –  Microsoft Clarity Series – YouTube
Nov17

Installation of Microsoft Clarity – Microsoft Clarity Series – YouTube

📄 https://meganvwalker.com/installation-of-microsoft-clarity If you read through my first blog in the Microsoft Clarity series, hopefully, you have some understanding of what Clarity is (and maybe what it is not!). Now let’s get to the meat and potatoes and get it installed on a website. This video will walk through how to sign up and add tracking code to your site. ✔ Microsoft Clarity Or Google Analytics:...

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SCOTtish summit 2021

On February the 27th Scottish Summit 2021 will come to you as a virtual event. With over 250 sessions from all Microsoft technologies. You need to register for your FREE ticket and download the Scottish Summit App to see all the great sessions.