Using RTM, you can create a segment based on marketing list membership. Yes, Marketing lists can then be used in segments as well. See screenshots below. Please let me know if you have any comments below.
Are you using Real-time marketing? But don’t see any option to import an Excel Spreadsheet or create a Marketing List? With RTM (Customer Insights – Journeys), you can still create new Marketing lists by following this workaround: Currently, there is no direct route to this screen in the new Real-time Marketing module. I hope this […]
Optimize email content based on customer behavior across devices The July 2024 update for Dynamics 365 Customer Insights – Journeys brings an exciting enhancement that is sure to revolutionize the way marketers approach email campaigns. This update focuses on optimizing email content based on detailed customer behavior across devices, a feature now generally available and […]
An important update regarding Dynamics 365 Customer Insights – Journeys, specifically addressing changes and upcoming transitions. Key Updates: Action Items: This update is essential to ensure business continuity and to leverage the advanced capabilities of Real-time journeys.
Have you tried adjusting the font in your Marketing email’s button list? urghhhhhhh. It’s very aggravating! We all know that a Marketer’s job is to create templates, emails, forms, and pages, among other things. Having the option to employ numerous sorts of typefaces is essential for the bright wizardry nice looking campaign emails. The text-element […]
In this blog post, we will be looking at installing the new real-time journey orchestration capabilities in Dynamics 365 Marketing that will help you win and retain more customers. With AI and natural language input assistance, business users can build event-based journeys that reach customers across multiple touch-points, growing relationships from prospects, through sales and […]
How to easily send a Microsoft Dynamics 365 Customer Voice survey from any Dynamics 365 application, allowing you to collect personalized feedback from your customer records. Go to https://appsource.microsoft.com/en-gb/product/dynamics-365/msfp.customervoicedistribution?tab=Overview After completing the installation, the Send Survey command appears on Tables like: You can send a survey from the following entities: Contact Opportunity Lead Account Case […]
If you happen not to see it, you might have been referring to the old interface, pictured here below: See documentation below: https://docs.microsoft.com/en-us/dynamics365/marketing/open-advanced-settings#work-with-advanced-settings Now “Advanced Settings” has been renamed to “Settings” in the Marketing App The UI has now been changed to the new. This also applies to both trial and subscribed version of […]
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