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Real time marketing - create lead

Posted on by 3
Hi
 
We are looking into the real time marketing.
The option to create a lead from this is gone.

Does anyone have a solution for this?
  • CU18080540-2 Profile Picture
    CU18080540-2 2 on at
    Real time marketing - create lead
    To address the issue of creating a lead from real-time marketing, consider using alternative engagement tools that allow for immediate customer interaction, such as pop-up offers or chatbots. While the direct option may be unavailable, you can still capture leads through other means, ensuring they convert by offering incentives like discounts on soft yoga pants to encourage immediate action.
  • CU17080132-0 Profile Picture
    CU17080132-0 4 on at
    Real time marketing - create lead
    To address the issue of creating leads through real-time marketing now that the direct option is unavailable, one effective solution is to use engaging content that resonates with your audience, such as promoting popular products like soft yoga leggings. By focusing on targeted campaigns and leveraging social media platforms, you can drive traffic to your site and capture leads through alternative methods like sign-up forms or special offers, ensuring that you still generate leads despite the change.
  • Real time marketing - create lead
    Thanks a lot for help!
  • Real time marketing - create lead
    Thanks a lot for help!
  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 635 Super User 2024 Season 2 on at
    Real time marketing - create lead
    Hi, 
     
    the option is now added to RT journeys. You can now create a lead and opportunity at any point in the journey :)
  • Suggested answer
    PaulineKolde Profile Picture
    PaulineKolde 635 Super User 2024 Season 2 on at
    Real time marketing - create lead
    Hey there!
     
    The option to create leads or opportunities in a customer journey in Real-time will be added soon. I already saw screenshots for this functionality. You can check the release wave details for this as well. 
     
    Regards
  • BellaNahut Profile Picture
    BellaNahut 8 on at
    Real time marketing - create lead
     I've been down the real-time marketing road, and it can be tricky when the lead creation option disappears. Sometimes, it's a platform update or a setting. I'd suggest contacting customer support or checking the platform's help resources. Also, effective marketing is impossible without SEO, so check out local business seo service. Don't give up – you'll get those leads flowing again!
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Real time marketing - create lead
    Hi,
     
    The Lead cannot be created through the Form, probably because the Form is bound to the matching strategy.
    The example images below bind the Form to the lead match strategy. This matching strategy is based on the email address.

     


     
    If the submitted lead has the same email address as an existing lead, only the existing lead will be updated, not creating a new one.


     
    For more information on the form matching strategy, please refer to this official document.
    https://learn.microsoft.com/en-us/dynamics365/marketing/mkt-settings-matching
     
    Additionally, if you are unable to create a new lead in the Lead entity, it might be due to the fact that the access level to the lead entity has not been added to your security roles.
    It is recommended to contact your system administrator to configure this.


     
     I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.
     
    Best Regards,
    Dengliang Li

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