Dynamics 365 Marketing Emily Johnson Dynamics 365 Marketing Emily Johnson

What is “Forward to a friend” and why does it matter in my marketing emails?

As a marketer, your analytics count. When it comes to sending emails, did you know that you might not be getting all your campaign insights, particularly when your email is sent along to other people outside your initial audience? But not to worry. It's easy to set up and use a "Forward to a friend" link to make sure you're capturing those analytics. Plus, you can make sure your new recipients have the same excellent inbox experience with your marketing efforts as your original audience.

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One-Click Unsubscribes in Dynamics 365 Customer Insights – Journeys

Both Gmail and Yahoo have recently implemented measures to ensure that bulk email senders provide an easy, visible one-click option to unsubscribe within all promotional emails. For businesses using Dynamics 365 Customer Insights - Journeys (formerly Dynamics 365 Marketing), ensuring compliance is super simple. In addition to the normal subscription center links with which you are probably familiar, Microsoft has added a new one-click unsubscribe feature.

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Dynamics 365 CRM, Dynamics 365 Marketing Emily Johnson Dynamics 365 CRM, Dynamics 365 Marketing Emily Johnson

A/B Testing in Dynamics 365 Real-Time Marketing

If you’ve done any A/B testing in the Outbound Marketing module, you’ll know that the system is primarily based around setting the tests up at the email-level since that is the primary focus of Outbound Marketing. Real-Time Marketing has a couple additional channel options, such as texting, outside of just sending emails. As such, it pulls the A/B testing back to the Journey-level. Rather than setting up an A/B test on an email and then adding the element to the customer journey, we instead will simply add an action to our journey and select “Test which variation performs better.”

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Managing contact consent in Dynamics 365 Real-time Marketing

Depending on where you’re located and where your clients or contacts are located, there are data protection laws you must adhere to. You may have heard of GDPR (or General Data Protection Regulation) that went into effect in 2018 within the EU. Other data protection laws include CAN-SPAM for email marketing in the US, and CASL in Canada. The details of these regulations are readily available online, so if you haven’t already, be sure to familiarize yourself and your marketing team with the laws you must follow depending on your and your clients’ locations. Consent management in D365 will help you adhere to whichever laws you must follow.

The general best practice is that all contacts must opt-in to receive marketing communications from you, but that they also have the ability to easily opt-out and revoke this consent at any time. So, how is marketing consent established, and how does Dynamics store it?

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Dynamics 365 Marketing will merge with Customer Insights – Here’s what you need to know

Microsoft has announced that on September 1, 2023, Dynamics 365 Marketing and Dynamics 365 Customer Insights will be combined into a single product offering called Dynamics 365 Customer Insights. The new unified application will help users continue to deliver excellent customer experiences and harness customer data in ways that further brand loyalty and growth.

Although this sounds like a major change, there’s no need to panic. We’ve broken down everything you need to know about the unified app and how you can benefit from it.

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