Skip to main content

Notifications

Announcements

No record found.

Community blogs

Featured

Latest blog posts

View all
Like ( 0 )
Exit Customer Voice Survey Respondent From Journey When Using Other Regarding Records

One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in a Journey to send them an email with a link to complete that survey. That’s a pretty common approach, and one I’ve im...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Create Dynamic Email Signatures With User Images In Realtime Marketing

I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using Customer Insights – Journeys from an Account Manager or Support Rep. What about building nice dynamic email signa...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Marketing Website Clicked Trigger Glossary in Customer Insights Journeys

Using the Website Tracking functionality in Customer Insights – Journeys means you can then start using either of the two out of the box triggers. In a previous post I provided a glossary for the Marketing Website Visited trigger, and this post wi...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Wave 1 2025 Customer Insights Journey Chat With Amey Holden

The release notes for Dynamics 365 Wave 1 2025 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 th...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Marketing Website Visited Trigger Glossary in Customer Insights Journeys

If you start to think about using either the Marketing Website Visited trigger or the Marketing Website Clicked trigger, you would be confused for scratching your head wondering what all of the attributes are. How do you know which to use in your ...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Create Email Templates Using Custom HTML In Realtime Marketing

I’m a huge advocate for using the out of the box email template editing experience in Customer Insights – Journeys. It’s got a great drag and drop interface and it works well. However, you might outsource your email creation to a 3rd party agency,...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Check Both Leads & Contacts For Marketing Form Submissions In Realtime

With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Marketing forms only allowed for one or the other, until now! Hooray! This is definitely a much needed new f...

Megan V. Walker 1,806 Most Valuable Professional
Like ( 0 )
Adding Realtime Website Tracking To Your Website Using Google Tag Manager

I shared how to use the new Website Tracking feature and explained how to add it to your website, but I often get asked about using Google Tag Manager. So if you are using GTM and not sure how to go about adding the code, this post will walk you t...

Megan V. Walker 1,806 Most Valuable Professional