Join us, Amey Holden and Megan V. Walker, for an interactive webinar where we
will answer YOUR questions all about moving from Outbound Marketing to Real-Time
Marketing in Customer Insights – Journeys! 💡 We all know the deadline is
looming and yo...
While recently working on a post for generating emails for Microsoft Bookings
and putting together an ICS file, I thought about what a fiddle it is (polite
phrase) add an ICS file to your Google calendar. I had also recently booked a
couple of res...
Join us, Amey Holden and Megan V. Walker, for an interactive webinar where we
will answer YOUR questions all about moving from Outbound Marketing to Real-Time
Marketing in Customer Insights – Journeys! 💡 We all know the deadline is
looming and yo...
Does your organisation use Microsoft Bookings? Do you also use Customer Insights
– Journeys? What better way to keep your branding consistent than to send all
communication about meetings scheduled via Bookings than to send notifications
out via a...
If we are going to send information to Contacts about sessions, wouldn’t it be
nice to have a lovely formatted list of speaker profiles for the people that are
presenting? We can do that and provide their bio, photo and social links (or
whatever i...
You may have set up a Scoring model in your Customer Insights – Journeys
environment and are happily building up scores for your Leads. Awesome! You may
be content with looking on each individual Lead record to see their score, or
going back in to...
Perhaps an under used or even underrated feature for Realtime emails in Customer
Insights – Journeys are Lists. This gives the ability to share information about
one or more related records. Think information about Contacts linked to an
Account, i...
If you are managing an in person event with lots of sessions, you might be
checking the attendees in for each one. This will give you an understanding of
not just how many people were there for the whole event, but how well attended
each session w...