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...
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 ...
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...
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.
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...
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...
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.
Real Time Marketing - Email Editor - Need Different Email Status Reasons (Like in Outbound)
In Outbound Marketing, there are a variety of status reasons. Of which is deactivated. In Real Time Marketing, I have Draft and Ready to Send. Please add an "Inactive" or allow us to track versions of an email (which I will put in different idea).
Real Time Marketing - Email Editor - Please Add Versions and Version Tracking
It would be very useful if you could allow us to create Versions of an Email and have Version Tracking. For example, I navigate to real time marketing - go to Emails, and design a new email. I want to be able to make changes and see versions when I click save. If I need to look at a previous v...
Real Time Marketing - Emails Landing Page - Add Ability to Save Column Options
Maybe this is more D365 related, or maybe I am missing something, but I see a new "Column options" icon which is great - can you enhance it so that we can save the column changes we make? Every time I come back to this page I have to re-do my column options.