Create Dynamic Forms Using Marketing App for D365
We have customers that need the ability to create dynamic forms using Marketing for D365. Here are a few examples of what we are looking for: 1. Based on the answer to 1 field, hide/display other fields (MOST IMPORTANT) 2. Based on where the form is displayed, hide/display fields 3. Based on w...
Provide Payment Gateways Out of Box
When the Marketing app is installed, there are some out-of-box configurations - like On24 for webinar integration. This request is to add a few Payment Gateways that are configured out-of-box. I would recommend the most popular like Paypal, Venmo, CashApp. https://docs.microsoft.com/en-us/dyna...
Collaboration Support for Marketing Assets
When two or more people are editing a marketing asset such as an email, the system should notify the users. Today, more than 1 person can edit an asset at the same time and there is no lock or notification. There is also no ability to see the other person's edits. After testing, we've found th...
Create & Display a Total Score Out-of-Box
Today, you can setup lead scoring models and see the activity for each model on a Lead form. Can you create a "Total Score" that sums up all of the lead scoring models that is displayed as well, out-of-box?
Lead Score Modeling - Phone Call/Activity
We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...
Changes to Content Blocks to Update Existing Communications
Currently, when you make a change to a Content Block - those changes will only apply to new communications. We would like the changes to be applied to existing communications using that Content Block. Here is an example: We use a Content Block to display legal information required by our compa...
Test Subscription Center and/or Subscription Form
Today, there is no way to easily test a Subscription Form/Center. You have to publish it and push it through a Journey. I'd like to be able to test the Subscription Form/Center using my own account or specifying an account without having to push it through a Journey. Let me just open the form ...
When Do Not Email is selected, de-select all other subscription lists on center/form
I have a subscription center/form with multiple subscription lists and do not email. Currently, I have to add JavaScript to de-select all lists if Do Not Email is picked. It would be nice for the system to do this by default. It's common practice.
Lead Score Model - Allow "does not equal" null
Allow an expression to check if a CRM field is null or not null. For example, if >this specific CRM field< is not null, then add 50 points. Or, if >this specific CRM field< is null, deduct 50 points.
Add Forms Pro element to Marketing Pages
Add a new element, available on Marketing pages, for Forms Pro surveys. When you drag the element to the designer, you then select your Survey or Quiz and it embeds it into your Marketing page. Today, you have to manually generate the embed code, add it to the HTML tab of the page - add some mo...