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Making the Move from Outbound to Realtime Marketing – Q&A Sessions 3 & 4

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...

Megan V. Walker 1,808 Most Valuable Professional
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Include Add To Google Calendar Button On Realtime Emails

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...

Megan V. Walker 1,808 Most Valuable Professional
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Making the Move from Outbound to Realtime Marketing – Q&A Sessions

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...

Megan V. Walker 1,808 Most Valuable Professional
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Send All Microsoft Bookings Notifications Using Customer Insights Journeys

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...

Megan V. Walker 1,808 Most Valuable Professional
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Formatted List Of Speaker Profiles For Event Session Emails

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...

Megan V. Walker 1,808 Most Valuable Professional
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View Open Leads With Scores In Customer Insights – Journeys

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...

Megan V. Walker 1,808 Most Valuable Professional
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Create Beautiful Quote And Order Emails With Customer Insights – Journeys

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...

Megan V. Walker 1,808 Most Valuable Professional
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Send Individual Session Check In Follow Up Emails During An Event

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...

Megan V. Walker 1,808 Most Valuable Professional