Megan V. Walker

View Open Leads With Scores In Customer Insights – Journeys

You may have set up a Scoring model in your Customer Insights – Journeys environment and are happily building up scores for your Leads. ...

16 hours ago

Perhaps an under used or even underrated feature for Realtime emails in Customer Insights – Journeys are Lists. This gives the ability t...

7 days ago

If you are managing an in person event with lots of sessions, you might be checking the attendees in for each one. This will give you an under...

14 days ago

The Customer Insights – Journeys (or Marketing App) has an option to create a new Check-in record, scan a QR code and check someone in t...

19 days ago

Out of the box, the Event Management functionality includes QR Codes for Event Registrations. What it does not include, is QR Codes for Sessio...

21 days ago

There are some great out of the box triggers for events which I have written about before. One that seems to be missing though is a trigger th...

26 days ago

If you are using a Power Pages website, there is the option for a Contact to use a forgotten password button, fill out their email which will ...

27 days ago

If you create flows for your organisation, or for clients on projects, you’ve no doubt improved your skills over the years. This might m...

1 month ago

One of the cool things we can do with triggers is generate custom invitation links for a Customer Voice survey and put someone in a Journey to...

1 month ago

I’ve previously written about how you can send emails from the owner of a record which can be useful to send out communications using Cu...

1 month ago

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