Real-time Marketing Subscription Forms
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Dynamics 365
Jul 18, 2023 10:00 AM

Real-time Marketing Subscription Forms

by HubSite 365 about Megan V. Walker [MVP]

Microsoft Business Applications MVP - Providing Power Platform solutions and guidance

Citizen DeveloperDynamics 365Learning Selection

Compliance Series This is number two in a series of three blogs covering Realtime Marketing and Compliance. The remain blog will also be linked here once live.

This blog is the second installment of a three-part series on Real-time Marketing and Compliance. Compliance Profiles in Real-time Marketing, the first blog, elucidates how to successfully market to Contacts and Leads, providing them both with a similar experience to opt in or out of communication messages. An essential step in this process is setting up your topics if you are using Compliance Profiles.

The offering of Real-time Marketing Subscription Forms is depicted as a significant aspect of this whole setup. When recipients click on the unsubscribe link at the bottom of the emails you send, they can access a personalised preference centre with a clear representation of the kinds of marketing content you offer.

As for newcomers visiting your website, you can offer an opt-in option by creating a sign-up form in Real-time Marketing. This allows everyone, irrespective of whether they've dealt with your marketing before or not, to have a regulated and straightforward way to manage their subscriptions.

  • Compliance Profiles for RT marketing
  • Unsubscribe link leads to customised preference centre
  • Marketing content offerings are clear
  • Creation of sign-up forms for first-time website visitors

Deeper Dive Into Realtime Marketing Subscription Forms

Real-time Marketing Subscription Forms play a significant role in attracting and retaining users by allowing them easy access to manage their preferences. The customised preference centre created carries a comprehensive approach, providing transparency about the type of marketing content on offer. The compliance profiles created to regulate this give both contacts and leads a similar experience, further reiterating the uniformity aimed in this approach. This setup supports smooth management of subscriptions, both for existing contacts and new leads visiting the website.

Read the full article Real-time Marketing Subscription Forms

Learn about Real-time Marketing Subscription Forms


Real-time Marketing Subscription Forms Compliance Series is a series of three blogs covering Realtime Marketing and Compliance. This particular blog focuses on how to create a sign-up form in Real-time Marketing. This is important for visitors to your website who may wish to opt-in to your marketing content. It is also important for those who wish to opt-out of your communication messages, as they can access a customised preference center. When creating a sign-up form, it is important to consider what information you will be asking for, such as name, email address, and other contact details. You should also consider the design of the form, and how it will fit into the overall look and feel of your website. Additionally, it is important to ensure that the form is compliant with relevant laws and regulations. You should also consider how you will use the data that is collected, and make sure that you have a clear privacy policy in place. Finally, you should ensure that the form works properly, and that it is easy to use and navigate.


More links on about Real-time Marketing Subscription Forms

Microsoft Release 2023 Wave 1: Form creation and ...
Mar 17, 2023 — Forms can be created and published quickly and easily using the Real-Time marketing form editor. Following are the steps to enable real-time ...
Form creation and management in Real-Time Marketing ...
Mar 21, 2023 — In our previous blog, we saw how we can create an advanced form in Real Time Marketing. This blog will be a continuation of the same.
Real-Time Marketing (2023 Best Practices for D365 ...
Feb 20, 2023 — Real-time marketing strategies are maturing quickly. ... Marketing form, be part of either a segment, or be part of a subscription list.
New form designer in Real-time marketing
Jan 18, 2023 — So, it is no surprise that it is now possible to create and manage your forms in Real-time marketing. A welcome new feature as the current form ...
Add the Insights tab to custom Leads and Contact forms in ...
Jun 13, 2023 — How to add the new real-time marketing insights tab for Dynamics 365 Marketing onto your custom Lead and Contact forms.
Easily capture consent with the new Dynamics 365 ...
Dec 20, 2022 — The new real-time marketing form editor allows you to easily and quickly create forms using the same concepts as with the email editor.


Real-time Marketing, Subscription Forms, Compliance Series, Lead Profiles, Contact Profiles, Preference Centers