Issue #43

Issue 43 of D365 Marketing Weekly

Hi lovely reader,

I’m excited to be presenting at the Dynamics 365 & Power Platform User Group UK in London this week. It’s a sold out event with 160 people attending, and I’ll be talking about making the move from Outbound to Realtime Marketing. If you are also going, look forward to seeing you there!

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!

The following relate to news and articles about Dynamics 365 Marketing

Internal Notification Emails For Event Forms In Realtime Marketing

MEGAN V. WALKER

I’ve previously written about creating internal notification email for Realtime Marketing Form Submissions. This post is an extension of that, and covers the scenario of someone submitting a Realtime form that is actually an event Registration form. You can use just one form for events, and link it to multiple events. If you get form submission notification emails, the name of the form would be the same every single time. The act of submitting the form creates the same type of record, a Form submission… but with one difference. When an event Registration form is submitted, the Form submission record gets linked back to an Event Registration record. This is what can be used to either stop a process from sending an internal email, OR modify the email to also include details about and links to the event. Let’s take a look!

Tip #18 Unmanaged customizations – Preview that breaks it all in Dynamics 365 Customer Insights-Journeys

VIVIAN VOSS

Vivian wrote about a preview feature for the Power Platform that had a frustrating knock on effect for Dynamics 365 Customer Insights. It broke some of the functionality for one of her customers. Read through her post to understand what happened and learn more.

Using Google Tag Manager For Your Realtime Marketing Form Scripts

MEGAN V. WALKER

I’ve shared information on getting set up with Google Tag Manager in the past, and also on how to add different scripts to work with your Realtime Marketing scripts. In this post I will show you how you can include all of your form related scripts to run using Google Tag Manager (GTM). This means you won’t need to add them to the HTML of the form (and risk them being removed), and can just add a couple of components to your web page and let GTM take care of the rest.

Email click and negative paths in real-time journey

PAULINE KOLDE

Ok this one might be my favourite post of the year so far. When explaining how to build journeys to customers, I can never think of a great use case for the ‘series’ tile. Pauline has come up with a brilliant one and explains a great way to handle a situation where you want to wait until someone has clicked a specific link. This can be challenging if someone clicks a link but not ‘THE LINK’ you want, but by that point they’ve moved on through the journey. Read on for a fantastic solution to this from Pauline!!!

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

The Marketing Meetup

THE MARKETING MEETUP

I always share events that are specific to the Dynamics and Power Platform Community. However, this week, I wanted to share a link to a site I found for events hosted by The Marketing Meetup. These events are for marketing specifically, not related to D365 Customer Insights (D365 Marketing). They have events globally and virtually, so there is likely something somewhere for you!

Other Marketing content you might find useful

Gartner Predicts Search Engine Volume Will Drop 25% by 2026, Due to AI Chatbots and Other Virtual Agents

GARTNER

This one is interesting, a study by Gartner indicates that traditional search engine volume will drop by 25% by 2026. Stands to reason, the more people use AI chatbots, ChatGPT etc. the less people are going to a search engine to find answers to their questions.

65% of marketers prioritise MarTech despite over half feeling ‘overstacked and overwhelmed’

BDAILY NEWS - LUCY JEFFERSON

Results from a recent survey by Clevertouch Consulting revealed that the majority of marketers and their organisations love MarTech, despite feeling overwhelmed. For me, I feel why use MarTech if it doesn’t make your life easier, but that’s not always the case for everyone, and can cause stress for those not comfortable with technology.