Removing Issues With Mobile Phone Numbers On Realtime Forms
There can be challenges when capturing a mobile phone number from a Realtime Marketing form in Customer Insights – Journeys (D365 Marketing). Some of these issues you might not even be aware of. Jake Chen detailed the problems in a recent blog post walking through what happens when turning off the built in validation on the mobile phone field, which can then prevent Contact Point Consent… Continue Reading Megan V....
No More Dynamics 365 For Phones & Tablets From April 2024
There is SO much information in the Power Platform it’s hard to keep up with everything. Sometimes Microsoft makes announcements that we miss, and just happen to find later. This is one of those things, and I figure if it passed me by, it’s likely the same for others. So sharing just in case you aren’t already aware, the Dynamics 365 for Phones & Tablets is deprecated as of April 2024, or… Continue Reading...
Auto Responder Emails For Gated Content Via Realtime Forms
Triggers in the Marketing App (Customer Insights – Journeys) are pretty awesome. They can be used to create what can be a very manually arduous task and turn it in to something automated that can just run on it’s own with you needing to step in and set stuff up. Even better, there are quite a few out of the box triggers that can be used to help with that. One of them runs when a Marketing Form… Continue Reading Megan...
Removing Email Addresses From Suppression In D365 Marketing
In a previous post, I reviewed the ability to manage consent from Contact and Lead records in Customer Insights – Journeys (D365 Marketing). As of the time of writing this post, that is still a preview feature for removing email addresses from suppression. Another preview feature is the ability to remove email addresses from suppression, giving you the ability to remove emails from the… Continue Reading Megan V....
Access To Manage Consent From Lead And Contact Records
The March 2024 release for Customer Insights – Journeys includes a much awaited for feature. The ability to manage consent from Lead and Contact records is finally here! It is this feature from the Wave 1 2024 release plan, and the documentation can be found here. However, with many things, there is more to learn and understand about a feature than just what is in the documentation, so in this… Continue Reading Megan V....
Resolving Error While Creating Target Entity Issue on Realtime Marketing Form Submissions
I’m hoping this helps people who have scratched their head for ages wondering why their Leads or Contacts are not being created when someone submits a Realtime Marketing Form. This has actually occurred for two different clients in a given week, so time for a post about. All you see is that the form submission for someone has failed, and the failure description shows ‘Error while creating… Continue Reading Megan V....
Using Google Tag Manager For Your Realtime Marketing Form Scripts
I’ve shared information on getting set up with Google Tag Manager in the past, and also on how to add different scripts to work with your Realtime Marketing scripts. In this post I will show you how you can include all of your form related scripts to run using Google Tag Manager (GTM). This means you won’t need to add them to the HTML of the form (and risk them being removed), and can just add… Continue Reading Megan...
Internal Notification Emails For Event Forms In Realtime Marketing
I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form submission notification emails, the name of the form would… Continue Reading Megan V....
Providing Security Access To Users For Realtime Form Ownership
Using Realtime Marketing Forms from Customer Insights Journeys on your website provides a quick and seamless way to have new Leads and Contacts created automatically in Dynamics 365. It’s good to know that when a new record is created, the owner of that record will be whomever owns the Marketing Form. Rather than giving Sales people an out of the box security role for Marketing (which I have… Continue Reading Megan V....
Using Additional Matching Strategies On Realtime Marketing Forms
For your Realtime Marketing Forms, there are two options out of the box for determining what happens when someone fills out the form. You can either have a new record created every single time, or you can try and find a matching existing record via the email address field to update it if one exists (otherwise, create a new record). Did you know you can add other options, and set a different… Continue Reading Megan V....
Set Language Of Person Submitting Your Realtime Marketing Form
Using Realtime Marketing from Dynamics 365 (Customer Insights – Journeys) gives you the ability to customise your emails, and using dynamic conditional content, set different variations based on field values. One common field to use is that of a custom language field. You could ask for this information, or you could use a piece of information found within the developer console of a browser… Continue Reading Megan V....
Wave 1 2024 Customer Insights Journey Chat With Amey Holden
The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). We talk through what each of us thinks of the new proposed features from Microsoft and share ideas with each other that we hadn’t necessarily thought… Continue Reading Megan V....
Wave 1 2024 Customer Insights Journey Chat With Amey Holden – YouTube
Wave 1 2024 Customer Insights Journey Chat With Amey Holden The release notes for Dynamics 365 Wave 1 2024 have been published. My good friend Amey Holden and I got together to chat about each proposed change or new feature from the Customer Insights – Journeys section (formerly D365 Marketing). Wave 1 2024 D365 Marketing Overview 🚀 Customer Insights – Journeys:...
Setting Default Values For Unmapped Fields When Using Realtime Form Capture
I wrote about using the new preview (as of time of writing this) feature on Realtime Marketing forms with form capture. This gives you the ability to map submissions from 3rd party forms but still create the new/updated Contact or Lead record in D365. In that post, I wrote about the process of mapping the fields on your other form to fields on your form in the marketing app. That all works… Continue Reading Megan V....
Display Download Button After Realtime Marketing Form Submission
When submitting a Realtime Marketing form, there are two options available in terms of the end user experience for the submitter. You can either display a thankyou message, or redirect them to another page. I’ve written previously about how to display a message and then redirect, and also how to change the default image that gets shown. In this blog, I’ll show how you can display a message and… Continue Reading Megan...
Understanding Your Unassigned Data In GA4 With Custom Channels
If you are using Google Analytics (GA4), and are reviewing any of the acquisition reports, you’ll likely have seen some of that traffic showing up as unassigned. If Google doesn’t recognise where the traffic came from and there is no logical source or medium available, your website traffic will be tagged as Unassigned for the channel when looking at any of the standard reports. This channel is… Continue Reading Megan...
Capture Lead Channel Traffic Source Without UTM Parameters
If you use Google Analytics, you should be familiar with channels. As defined by Google, channels are rule-based definitions of your website’s traffic sources that let you monitor the performance of all of the channels sending traffic to your website. Someone might come to your website, but not via a link including UTM Parameters which can be used to uncover more information about how they… Continue Reading Megan V....
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 a few extra items to the HTML code. That’s all well and good, but after the form is submitted, that nice experience is (IMHO) ruined, because the person is taken to another page with a plain background, a green check mark image, and whatever text you added to… Continue Reading Megan V....
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 Realtime Marketing forms). You might not want to recreate them all, or you might already be using another solution that you aren’t ready to replace just yet. Whatever the reason, if you’ve authenticated the domain within the marketing app, you… Continue...
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 commonly used are text fields such as First Name, Last Name and Email, or even Choice fields for ‘How did you hear about us?’ to set the Lead Source. These can be added to the form and no additional steps are needed. Simple! What about those fields that are… Continue Reading...
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 ago. That’s the simple feature of providing a view in browser for realtime emails link so those you send emails to can open them online. This means, even if the email doesn’t display or there are issues with the person’s email client, they still have a way to see… Continue Reading...
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 Marketing compliance. Part one shows how to create a new Compliance Profile and then make sure your Preference Centre looks good. This is the page someone will land on if they click on the link from the bottom of the email, giving your Contacts and Leads a… Continue Reading Megan V....
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 to display values from a Contact’s record on a page of your website. Now that we are all on the ‘journey’ to move to Realtime, it seems that’s no longer going to be available (or at least not for now!). I wanted to come up with a way to be able…...
Disable Collapsible Groups In D365 Model Driven App Navigation
This post is slightly more unique as it might not impact all that many. However, I have seen this enough times to know that it might not be a feature many know about or how to turn it on and off! I’m talking about the navigation in a model-driven Power App (or D365 for most), where each group or section in the navigation has an arrow next to it and you have to click to expand or collapse them… Continue Reading Megan V....
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 old CRM views, charts and dashboards and creating some overviews that may be helpful for marketers and managers to get an understanding of some of the records being used in D365 Marketing (Customer Insights Journeys). For those of you who are old… Continue Reading...
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 Outbound. For a start, you can’t create them from the forms area (yet, here is hoping that gets added!), and have to actually create an Event to then create a new form. Then if you want to edit it, you have to remember which Event it was added to and go… Continue Reading...
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 how you can send your marketing emails in Customer Insights Journeys (D365 Marketing) from the owner of a Contact or Lead. You could also apply this to other customer fields such as an Account Manager field, or Support Rep field or anywhere else you have a user lookup field. In this… Continue Reading Megan...
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 form and passing them through to a Lead record in D365. This is a great way to figure out where your Leads are coming from. However, thanks to Ferdinand Ganter, a reader of my blog, I had to rethink things. What about someone that comes to your site with a link… Continue Reading Megan V....
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 for a seamless experience. The forms have a fantastic theme panel providing you with the ability to set the colour palette, background, h1, h2, h3, paragraph and other components on your form. Although that is all there on a form by default, you might have a… Continue Reading Megan V....
D365 Org Charts & Relationship Health
Back in June 2023, Microsoft introduced a new preview of a fancier looking org chart for users to update in Dynamics 365. At that time, it needed to be switched on by an Administrator to see it, but now it’s out of preview, and likely more users will stumble across it, so figured it was a good time to raise more awareness or remind people it’s there! This post will walk you through the… Continue Reading Megan V....
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 redirect option for your Realtime Marketing forms. I then had a question from someone wondering if you could use both, and redirect D365 Marketing Forms after the thank you message and image are displayed. The answer is yes! This post is quick and easy to show you how… Continue Reading Megan V....
Sales Access To Marketing Insights And Timeline Interactions
Often as consultants or administrators, we forget that we have higher levels of access than other users. The same can be said for users who have been given one of the out of the box security roles for Marketing. We just assume others can see the same things we can. There are two areas specifically where a marketer can review marketing interactions on the timeline for a Lead and Contact, and… Continue Reading Megan V....
Responsive Social Media Content Blocks On Desktop And Mobile Devices
One of the smart approaches to take with your emails in Customer Insights Journeys (D365 Marketing) is to build Content Blocks that can be used when creating email templates or one off emails as needed. Building them is easy and makes sense for repeated things such as headers, footers, unsubscribe copy and social media profiles. We can create blocks using multiple columns to lay out the… Continue Reading Megan V. Walker’s...
Track D365 Marketing Form Submissions In GA4
Back in 2021, prior to Google Analytics going from Universal to GA4, I wrote a post about tracking D365 Marketing form submissions in Google Analytics. This was to help track all conversions even if you were not using a redirect to a thank you page (the easiest way to track your conversions). GA4 is not the easiest tool in the world to use, so this post will show you steps to add the ability… Continue Reading Megan V....
Change Default Form Submitted Image For Real-time Marketing Forms
When creating Real-time Marketing Forms in D365 Marketing/Customer Insights – Journeys, there are two options in terms of what happens when a form is submitted. You can either redirect the person to another page, OR you can opt to display a message (which is the default submission option). Although you can set what the message should be, what you can’t set is the little image that shows with a… Continue Reading Megan...
What Is The Correct Layout For Your Marketing Forms?
Did you know there is a right way to add the fields to your marketing forms in Real-time Marketing? It might not be immediately obvious but the order in which you add the fields and the overall layout you pick can make a different to your customers or prospects filling out the form, and even how it looks on a mobile device. In this post I’ll walk through the best approach to take so your forms… Continue Reading Megan V....
Including Purposes & Topics In Real-time Marketing Segments
Compliance Series This is number five in a series of five blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR Adding Additional Compliance Profiles STEP FIVE **… Continue Reading Megan V. Walker’s Article on their...
Verify Email Address Input On Real-time Marketing Form
Often on web forms you will have the email address field, then another one to ask the submitter to confirm their email again. The two fields will be used to validate and make sure they are the same. I was asked if it could be done with a marketing form in D365 Marketing/Customer Insights and the answer is yes, with just a little bit of JavaScript! You will need to have an additional field to… Continue Reading Megan V....
8 Ways To Use Standard Event Based Triggers In Your Realtime Journeys
There are three out of the box standard triggers that relate to Events in Customer Insights Journeys (D365 Marketing). One for an Event Registration Created, one for Event Registration Cancelled and one for an Event Check-In. When building your Journeys to cover an Event, all three can be used in a combination of ways and in different places. This post will walk through when they can be used… Continue Reading Megan V....
Installing Updates For D365 Marketing AKA Customer Insights Journeys
Quick little post for you on a few changes when you manage and are installing updates for D365 Marketing (yes, I know, Customer Insights Journeys but I still can’t let go of it yet). The process is pretty much the same, but the screens are definitely different, AND there is now a place to manage ALL environments which is great for a System Administrator wanting to keep all environments up to… Continue Reading Megan V....
How To Create Real-time Marketing Landing Pages
I’ve written about creating real-time marketing forms in D365 Marketing many times now, but for all of those posts I’ve always referred to using the JavaScript to then embed the form in a page on a website. What if you want to use the form as a stand alone landing page instead? Did you know this can also be done from a Realtime Marketing form and create a Real-time Marketing Landing Page?… Continue Reading Megan V....
Including Event Session Information On Your Power Page Website
So far in this series on creating an Events Portal using a Power Page Website we’ve looked at creating an overview of Events, navigating to a single event and registering using one event registration form, displaying details of the event, the event host, and the event speakers. In this post we will look at displaying sessions should your Event have any. Note that this example is based on a one… Continue Reading Megan V....
Adding Additional Compliance Profiles
< div class=”compliance-message”> Compliance Series This is number four in a series of four blogs covering Realtime Marketing and Compliance. STEP ONE Compliance Profiles In Realtime Marketing – For Leads and Contacts STEP TWO Real-time Marketing Subscription Forms> STEP THREE Moving Consent From Subscription Lists To Real-time Marketing Topics STEP FOUR ** Adding Additional Compliance Profiles ** … Continue...
Displaying The Event Host On An Individual Event Overview Page
In my Events Portal series so far, we’ve looked at how an Events Overview page can be created, how to pass through values to an individual Event record to display the right details, and added a section to display any speakers that might be a part of the event. What about the person hosting the event who will do an introduction and maybe moderate questions? We might want to show their… Continue Reading Megan V....
Send Emails Using Different Lead Recipient Fields In Journeys
Customers using Dynamics 365 are in all kinds of industries with all kinds of use cases and requirements. Standard out of the box fields can be find for one company while another may need custom fields added to tables to capture more than basic data. You may need to email the main email address sometimes, then at times send emails to a secondary email field. Did you know you can do this by… Continue Reading Megan V....
Adding Speaker Information To Individual Event Overview Page
If you are hosting events, you likely have speakers that are going to present on a topic at those webinars or conferences. Speakers can be added to your events with standard out of the box functionality in the D365 Marketing App, but what about including it on the Event page in your Power Pages website? This post will walk through including this information and styling it accordingly to… Continue Reading Megan V. Walker’s...
Send Email Confirmation After Subscription Form Submitted
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 opted out from and give them a quick link back to be able to update their… Continue Reading Megan V....
Generating An Events Overview Page Using A Custom Web Template
In my Events Portal series using a Power Pages website, I’ve walked through creating a custom Web Template to show details about an individual Event record with a dynamic approach to displaying your D365 Marketing Event Registration form. One thing you’re likely to want to do is have a main Events page that displays an overview of all the upcoming events. This post will walk through how to do… Continue Reading Megan...
Creating A Newsletter Sign-up For Your Website Footer
Many websites have a nice little form in the footer at the bottom of every page where you can sign up for a newsletter. If you are using D365 Marketing you might think you are stuck with how it looks out of the box, especially with the newer Real-time Marketing forms. Not true! Using some CSS and reshuffling things around, you can make a very nice newsletter subscription form that fits in to… Continue Reading Megan V....
Create Dynamic Event Page Using Liquid Web Template For Your Events Portal
In the previous post in this series, we looked at adding the JavaScript for a Realtime Event Registration Form to a Web Page in a Power Portal. Although this approach wasn’t wrong, it meant that for each Event you would need a new Web Page… AND it’s likely that the people on your team who work in Marketing are likely not the same people comfortable with editing the portal. In this post we will… Continue Reading...