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Create a Case or a Lead from a marketing form in Customer Insights - Journeys
Many websites have a generic ‘contact us’ form on their website which could serve a variety of purposes, some of these may be lead such as enquiries about products or a request for a quote. But it could also be something better handled by the customer service teams such as a problem with an purchase, feedback or complaints. These are definitely not leads but often come in via the same form.
This posts shows you how a single marketing form in Customer Insights Journeys can be used to create a Lead or Case according to the type of enquiry being submitted.
Lead and Contact form Insights tab in Customer Insights - Journeys (without editing Form XML)
The Insights tab for Leads & Contacts in Customer Insights - Journeys shows marketing interaction data (email opens/clicks, form visits/fills etc.) for both real time and outbound marketing on the Contact or Lead form. You can now add this to custom forms using a drag and drop form component in the Power Apps maker studio form designer. Yay!
Manage Email Bounces on Lead or Contact Views & Forms in Dynamics 365 Customer Insights - Journeys
How can we manage email bounces in Customer Insights - Joruneys? How about a last bounce date and reason on each Lead/Contact with email delivery issues? Oh and a way to track if remedial email address update action has been taken or not since the last bounce. Sure!
A simple two step Power Automate flow, some new fields and a classic workflow will get you up and running in no time. But it means no more excuses on poor delivery rates!
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.
Add the Insights tab to Lead and Contact forms in Dynamics 365 Marketing
Insights for real-time marketing in Dynamics 365 is now available on Lead and Contact forms, but only the out of the box Marketing form. This post shows you how to add the insights tab onto your custom Lead and Contact forms.