User Profile

Email Leads / Market to Leads


Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simpl...

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8 Comments

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8 Comments

Category: Segmentation (144)

STATUS DETAILS
Planned

Include Access to Event Business Timeline Workflow with Event Security Roles


We have found that when the Marketing app is installed, the Event roles do not include access to the Event Business Timeline Workflow. Therefore, we always have to go add the access to the Event Administrator and Event Planner roles. It would be good if this was done upon installation and did ...

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0 Comments

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0 Comments

Category: Event Planning and Management (210)

STATUS DETAILS
Under Review

Map Fields from Parent Contanct to New Lead Created by Journey


When a new lead is created by a Customer Journey - it copies over Name, Phone, and Email from the Contact record. However, there are other fields in the Contact record that customer's want to add to the new Lead record. For example, Company Name should also be populated. Provide a way to ident...

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5 Comments

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5 Comments

Category: Customer Journey Design (174)

STATUS DETAILS
Needs Votes

Allow Segment based on Dynamic Marketing List


Due to the "number of hops" we cannot access a certain group of Contacts within a segment. Allow the creation of a Segment from a DYNAMIC Marketing List, not just Static.

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1 Comments

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1 Comments

Category: Segmentation (144)

STATUS DETAILS
Needs Votes

Progressive Profiling - Marketing Forms


When information is known or submitted by a Contact/Lead, ask for other information. For example, we ask "Do you find this page helpful?" - if the Contact/Lead has already answered this question, ask another like "Do you have any feedback?" Based on the Forum discussion here - it says this is i...

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2 Comments

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2 Comments

Category: Marketing Pages, Forms, and Surveys (189)

STATUS DETAILS
Needs Votes

Broaden the Assigned To of an Activity Tile in Customer Journey


Within a customer journey, you can create a task, phone call or appointment. The problem is that you can only assign it to the customer journey owner, contact owner, or creator of the contact. I have worked with several companies and this does not work for any of them. They all want the abilit...

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1 Comments

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1 Comments

Category: Customer Journey Design (174)

STATUS DETAILS
Needs Votes

Email Validation / Email Clean-Up / Email Verification


Add functionality that validates email addresses like Neverbounce does. This will allow users to clean-up segments and subscription lists. We need real time email verification and cleaning. https://neverbounce.com/ Some examples of how to include this feature could be: 1. When I build or view...

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1 Comments

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1 Comments

Category: Segmentation (144)

STATUS DETAILS
Needs Votes

Preference Page - Personalize the Domain for the Preference Page used in Real Time Marketing


With outbound marketing, the Subscription Center page is hosted on the portal used by D365 Marketing. We are able to personalize the portal domain so that the Subscription Center appears on the Customer's domain. The new Preference Page used for Real Time Marketing does not host the page on the...

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1 Comments

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1 Comments

Category: Consent and Compliance (52)

STATUS DETAILS
Planned

Preference Page - Real Time - Default Options


Please allow us to set the default for fields collected on the Preference Page used by Real Time Marketing.

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0 Comments

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0 Comments

Category: Consent and Compliance (52)

STATUS DETAILS
Needs Votes

Preference Page - Real Time - Personalize Domain/CNAME


Please allow us to personalize the domain used for the out of box Preference Page in D365 Marketing used for Real Time. In outbound marketing, the subscription center page was hosted by the portal that was setup with D365 Marketing and we could personalize that. For example, instead of "https:/...

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1 Comments

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1 Comments

Category: Consent and Compliance (52)

STATUS DETAILS
Planned
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