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Export exact copies of emails sent, including personalisation and conditional content, from Customer Insights - Journeys
This post will show you how to export the exact copies of emails from Dynamics 365 Customer Insights - Journeys using Power Automate with the new marketing email API. It takes the feature switch ‘Show exact copy of sent emails’ to the next level!
Why you might want to do this? Well I’m not here to sell it to you, but here are some suggestions as per the release notes:
Maintaining accurate records of customer communications
Legal compliance
Resolving disputes
Managing customer relationships
Quality assurance
Operational efficiency
Data analysis
Segments in Customer Insights - Journeys: Consent, Purposes and Topics
A quick tip on how to create real-time segments in Customer Insights - Journeys based on marketing consent Opt In or Opt Out for a Contact or Lead.
Add the Communication Preferences tab for Customer Insights - Journeys to Lead Forms
Contact point consent is used to manage consent in Customer Insights - Journeys. This post shows you how to add the ‘Communication’ tab onto a custom Lead form, so that you can manage topics and consent from any Lead form in your system across all Compliance Profiles.
Managing Preferences, Consent and Subscriptions with Dynamics 365 Realtime Marketing
Use Dynamics Marketing subscriptions, with your nicely branded and styled subscription centre form with the amazing new features of Realtime Marketing. Whilst ensuring the Contact Point Consent and Compliance is kept up to date too. Not very ‘exciting’ but also very important!
‘Compliance made easier’ in Dynamics Marketing: Consolidated Double Opt-in
One of the new features of release wave 1 2020 was a very humbly titled ‘Compliance made easier’. In my mind compliance = boring but actually it’s got some really cool stuff that is not so boring and deserves to be talked about. Lets take a look at how we can now consolidate double opt-in requests for an enjoyable and compliant customer experience.