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 ...
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...
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...
If you are collecting address information on your Realtime marketing forms in
Customer Insights – Journeys, wouldn’t it be nice to get those addresses
validated before adding them to your Dynamics 365 environment to make sure the
data is accurate?...
Have you ever bought a product or used a service from an organisation, then had
a follow up request for a review on Trustpilot? Most of us have, but if you are
not sure what Trustpilot is, it’s an independent review process which aims to
help cons...
For anyone using the Sales Accelerator functionality AND Customer Insights
Journeys, you may have a need to add Contacts or Leads to a sequence as part of
a Journey. Consider someone new who has subscribed, perhaps you want to put them
in a nurtur...
Are you using the Event Registration Forms with Sessions in Customer Insights –
Journeys yet? I wrote about how you can format it nicely in a previous post, but
one thing that bugs me about the form is the way the session date is displayed.
It’s i...
If you are a Customer Insights – Journeys user, this is not to be confused with
Lead Scoring, but it could be something used in addition or to compliment the
Lead Scoring. Or, just use it on its own as part of the premium Sales Insights
features. ...
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