Triggering Journeys From Real-time Marketing Form Submissions In a previous article, I wrote about creating a simple auto responder journey when someone submits an Outbound Marketing form… but what about Real-time Marketing forms? Well, first thing, make sure the new forms are right for your needs and organisation (check the documentation), but they are out of preview so good to start looking at them! In this post I will walk through reviewing your consent model, creating a simple form, then a journey all in Real-time Marketing in Dynamics 365.
First things first, if you don’t already have at least one Compliance setting records created for Real-time Marketing, that should be first on your list to understand how it works! Navigate to Settings then under Customer engagement, click on Compliance. This blog is not about that, so instead, I’m just going to refer to the paragraph.
Real-time Marketing forms in Dynamics 365 offer an efficient way to engage customers with personalized content. These forms are now out of preview and ready for use, so it's crucial to understand how they work and how they fit within your organization's needs. Compliance settings are an essential aspect of Real-time Marketing, ensuring that your marketing efforts align with data privacy regulations. To get started, navigate to Settings and click on Compliance under Customer engagement. As you learn and implement these features, you'll be able to create targeted and effective marketing journeys in real-time, enhancing your overall customer engagement strategy.
Real-time Marketing forms are a great way to trigger journeys and send automated messages to your customers. Understanding how to create and use Real-time Marketing forms is key to making the most of this powerful tool. In this post, we'll walk through reviewing your consent model, creating a simple form, and then a journey all in Real-time Marketing in Dynamics 365. Before you can start creating forms, you'll need to make sure you have at least one Compliance setting record created for Real-time Marketing. Once you have that set up, you can create your form by navigating to Settings, and then under Customer engagement, click on Compliance. Afterwards, you'll be able to design your form, add your consent preferences, and then create your journey. It's important to remember to consider user experience when designing your form, as it should be easy to use and intuitive for your customers. After your form is complete, you can move onto creating your journey. You'll need to decide what type of journey you want to create, whether it be an auto-responder, a welcome series, or a promotional campaign. Once you have that figured out, you can create your journey triggers by setting up rules that will trigger when certain conditions are met. Finally, you'll be able to create your journey emails, and then activate your journey for people to use. Following these steps will ensure that your Real-time Marketing forms are set up correctly and ready to use.
Real-time Marketing Forms, Dynamics 365, Compliance Settings, Consent Model, Auto Responder Journey, Outbound Marketing Form