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Split Your Audience By Number Or Percentage In Customer Insights – Journeys

One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience split tile for your Realtime Marketing Journeys. This one allows you to split your audience members going throug...

Megan V. Walker 1,806 Most Valuable Professional
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Display Charts Using Nifty Images In Customer Insights – Journeys

After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I started digging through more of their options. Depending on the data you want to show in your emails, the various ...

Megan V. Walker 1,806 Most Valuable Professional
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Display Countdown Timer Using Nifty Images In Customer Insights – Journeys

Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, maybe one day we will get it. For now, you CAN still do this using a really cool 3rd party bit of functionality th...

Megan V. Walker 1,806 Most Valuable Professional
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Auto Assign Leads Without Code Using Lead Scoring & Work Assignment

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...

Megan V. Walker 1,806 Most Valuable Professional
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Using & Converting Time Zone Fields in Dynamics 365

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 ...

Megan V. Walker 1,806 Most Valuable Professional
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How To Import Contact Point Consent Records

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...

Megan V. Walker 1,806 Most Valuable Professional
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Outbound Segments Used In Real-time Journeys Notification

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 ...

Megan V. Walker 1,806 Most Valuable Professional
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Taking Advantage Of Link Aliases In Your Realtime Emails

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...

Megan V. Walker 1,806 Most Valuable Professional