Megan V. Walker

Check Both Leads & Contacts For Marketing Form Submissions In Realtime

With Outbound Marketing, when you created a marketing form, you could have submissions check against existing Leads AND Contacts. Realtime Mar...

1 day ago

Adding Realtime Website Tracking To Your Website Using Google Tag Manager

I shared how to use the new Website Tracking feature and explained how to add it to your website, but I often get asked about using Google Tag...

7 days ago

Website Tracking In Realtime Marketing – How Does It Work?

The Website Tracking for Realtime Marketing is FINALLY here. A long awaited feature that has been pushed several times from Wave to Wave, now ...

11 days ago

Split Your Audience By Number Or Percentage In Customer Insights – Journeys

One of the items that was released in August 2024, and just made generally available (out of preview) in November 2024 is the audience split t...

29 days ago

Display Charts Using Nifty Images In Customer Insights – Journeys

After writing about using a countdown timer functionality in Customer Insights – Journeys by utilising the 3rd party Nifty Images, I sta...

1 month ago

Display Countdown Timer Using Nifty Images In Customer Insights – Journeys

Have you ever wanted to add a Countdown Timer to your marketing emails? I WISH this feature existed in Customer Insights – Journeys, may...

1 month ago

Auto Assign Leads Without Code Using Lead Scoring & Work Assignment

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qual...

1 month ago

Using & Converting Time Zone Fields in Dynamics 365

I love finding out simple things in Dynamics 365, things that you never had any need for but once you find out how easy it is, you question ho...

2 months ago

How To Import Contact Point Consent Records

One of the most important things when it comes to Realtime Marketing in Customer Insights – Journeys is knowing that Contact Point Conse...

2 months ago

Outbound Segments Used In Real-time Journeys Notification

If you are using Customer Insights – Journeys and have used it in the D365 Marketing days, you MUST be aware that come June 2025, Outbou...

2 months ago