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customise marketing interactions in timeline

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Posted on by 84

Hello

I there a way of setting globally which marketing interactions appear in the timeline?

In the form editor, there’s no mention of marketing interactions? I’d like to globally restrict the timeline just to show website visits (not clicks).

Thanks
Pete

  • rafaelpennese Profile Picture
    rafaelpennese 2 on at
    customise marketing interactions in timeline
    The idea was created and is described here : please vote!!
     
    Here's a visual that will help understand the issue:
  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: customise marketing interactions in timeline

    Hi petemurray,

    If you have suggested improvements and some wanted functions, you could send the feedback into our idea forum, add a new idea and ask you your colleagues to raise up the votes. Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received. 

    Categories (dynamics.com)

  • All My Systems Profile Picture
    All My Systems 84 on at
    RE: customise marketing interactions in timeline

    Thanks. I thought that was the case.

    It's really annoying for users to see tens of website click entries, which displace all the more important timeline entries. Editing the filters *per record* just isn't an option.

    I hope Microsoft could allow this in the future.

    Pete

  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: customise marketing interactions in timeline

    Hi petemurray,

    You can open filter pane through clicking the button in the timeline:

    You can view interactions based on activities from both real-time marketing and outbound marketing, including interactions across the following marketing activities:
    Emails
    Text messages
    Push notifications
    Web activity
    Forms
    Events

    pastedimage1659595152089v2.png

    status of these interactions:

    pastedimage1659595120497v1.png 

    But you cannot set default filter conditions on the timeline for interactions, because interactions filter not list in the filter pane when you customize timeline in the form editor.

    pastedimage1659595701893v3.png

    You can manually filter the timeline after opening each record.

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