I’ve written about creating your Lead Scoring models in Customer Insights –
Journeys, and also explained how the Lead Scoring Qualification functionality
works. I’m not really keen on the Qualification process as it’s not the right
approach for ev...
I love finding out simple things in Dynamics 365, things that you never had any
need for but once you find out how easy it is, you question how you didn’t know
it before. I found one of those things recently when working on a proof of
concept for ...
One of the most important things when it comes to Realtime Marketing in Customer
Insights – Journeys is knowing that Contact Point Consent (CPC) records are what
keep you compliant, making sure you aren’t emailing people who have already
unsubscri...
If you are using Customer Insights – Journeys and have used it in the D365
Marketing days, you MUST be aware that come June 2025, Outbound Marketing will
cease to exist. This means no more Outbound Emails, Outbound Journeys and most
important, no ...
Perhaps a slightly under-rated feature, the ability to set the alias for a link
exists in Realtime Marketing on your emails. The ability to add link aliases
makes it so much easier to review your email insights, quickly reviewing which
links are b...
If you’ve started using Lead Scoring in Realtime Marketing as part of Customer
Insights – Journeys, nice one! That’s a great start. Hopefully you’ve also
started building segments to find people who have a over a specific score to
send them on Jou...
Did you know about the hidden features in a model-driven app? Well maybe not
hidden, but perhaps overlooked when you are creating a new app, or reviewing
existing ones. There are a whole host of different settings available to turn on
and off to c...
If you’ve set up your own Lead scoring model, you might be wondering how you can
then go about using lead scores to create a segment. You might want to send a
Lead through a Journey once they hit a specific score to try and keep them
engaged. Alte...