Issue #28

October 17th 2023

Issue 28 of D365 Marketing Weekly

We’ve got a few new blogs this week covering marketing related items. Also, an item just recently added to the wave 2 release plan which would be easy to miss without reviewing the change history for the release plans!

As always, if you spot anything you think would be worth a mention, just let me know by emailing [email protected]. Always good to know of others posting about D365 Marketing or if you see anything else other marketers should know about.

Now let’s get on with the newsletter!

D365 Marketing

The following relate to news and articles about Dynamics 365 Marketing

Enhance email engagement by allowing viewing in browsers

MICROSOFT

I only found this by chance as I was looking through the change history for the 2023 release 2 wave plan, and noticed this was added a few weeks ago. If you’ve been using Outbound Marketing and are starting to move to Real-time, or just begun your use of Real-time, you will likely know that you no longer have the option to add a ‘View in browser’ link to your emails. Well hooray!!! This will be included in the November update!

person holding camera lens

Change Default Form Submitted Image For Real-time Marketing Forms

MEGAN V. WALKER

When creating Real-time Marketing Forms in D365 Marketing/Customer Insights – Journeys, there are two options in terms of what happens when a form is submitted. You can either redirect the person to another page, OR you can opt to display a message (which is the default submission option). Although you can set what the message should be, what you can’t set is the little image that shows with a green tick/check icon. In this post I will show you how you can actually modify that by adding a bit of CSS in to the HTML of your forms and show something entirely different, or simply just hide it. Let’s take a look!

What Is The Correct Layout For Your Marketing Forms?

MEGAN V. WALKER

Did you know there is a right way to add the fields to your marketing forms in Real-time Marketing? It might not be immediately obvious but the order in which you add the fields and the overall layout you pick can make a different to your customers or prospects filling out the form, and even how it looks on a mobile device. In this post I’ll walk through the best approach to take so your forms can be filled out easily AND will still be laid out in the right way when viewed from a mobile device.

Show Form Submission and Event Registration Summaries in Dynamics 365 Marketing

AMEY HOLDEN

Amey’s previous post that I shared last week showed you how to create an easy to read free text summary for each form submission and event registration (including custom registration fields) in Dynamics 365 Marketing aka Customer Insights Journeys. And also a JSON summary that can be used to export form submissions and event registrations. This post shows you how to use the summaries you created, and turn them into timeline posts and easy to access data within the form and registration captures.

a man sitting in front of a laptop computer

Real-world Benefits - Personal Communications

KELLY SIMPSON

Kelly ask, did you know that emails have a 50% higher open rate when the subject line is personalised? In this post in her real-world benefits series, she looks at the ability to easily make your communications in Customer Insights - Journeys be personalised using tokens, conditional content and conditions. Nice work!

person using a laptop

Events

If there are any upcoming events relating to Marketing, they will go here!

Microsoft Business Applications Launch Event

MICROSOFT

Learn about the newest features across Dynamics 365 and Microsoft Power Platform at the tenth Microsoft Business Applications Launch Event. Join us for an in-depth look at industry-leading, AI-powered capabilities that help your employees be more productive, deepen customer relationships, and drive meaningful future growth. Microsoft leaders and engineers will share insights and demonstrate how 2023 release wave 2 updates and advancements will help you. It’s free to register, and it’s on Wednesday October 25th!

Other Content

Other Marketing content you might find useful

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