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Add List Of Session Registrations To Internal Notification Email In Customer Insights

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 w...

Megan V. Walker 1,810 Most Valuable Professional
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Easily Add And Use Event Images In Customer Insights – Journeys

Sometimes new things just pop up in Dynamics 365 and specifically in Customer Insights – Journeys. This one is such a little thing but makes for a better user experience and perhaps less confusing for people how to then use it in emails. That is, ...

Megan V. Walker 1,810 Most Valuable Professional
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Step-by-Step: Build an Update Profile Form in Customer Insights Journeys

I was recently asked how we can give customers the ability to update their email via a form. I advised against it. If you are using Customer Insights – Journeys, you know that a Contact Point Consent record exists for an email address showing if i...

Megan V. Walker 1,810 Most Valuable Professional
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Dynamic One Off Marketing Messages For Your Realtime Emails

If you work for yourself or are part of a very small team managing submissions from your Realtime Marketing forms, things come up, holidays or sick leave happen and sometimes you know there could be delays in following up with people who’ve sent a...

Megan V. Walker 1,810 Most Valuable Professional
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Email Validation Before Submitting Realtime Marketing Forms Using Data8

I’ve written about Data8 a few times now (again, not getting paid by them, I just love their service offerings), especially when it comes to how we can do checks on Realtime Marketing forms BEFORE they get submitted in to our database. On the last...

Megan V. Walker 1,810 Most Valuable Professional
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Search And Filtering Of Sessions On Event Registration Form

I love getting questions from people that are using Customer Insights – Journeys. I have a lot of ideas but there are scenarios that I just never come up against myself. One was a question that asked if it might be possible to add a search box or ...

Megan V. Walker 1,810 Most Valuable Professional
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Format Session Registration Confirmation Page On Your Own Domain

I’ve written a couple of blogs on the event registration form that includes the ability to register for sessions. The form let’s people register for the things that they are interested in and also means you can create follow up journeys sharing de...

Megan V. Walker 1,810 Most Valuable Professional
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BIMI For Realtime Emails: Get Your Logo Showing In Their Inbox

Are you wondering what the heck BIMI For Realtime Emails is? It stands for Brand Indicators for Message Identification. If you have a personal email address and use something like Gmail or Yahoo (or one of many other email clients) you will have s...

Megan V. Walker 1,810 Most Valuable Professional