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Automations
Building automations through Journeys and Triggers when goals are big & resources limited
Beyond the Box
Going above and beyond the out-of-box features to take your Marketing to the next level
Communications
This popular feature broken down with best practices, how-to’s, and real customer stories
Engagement / Scoring
Let’s put this feature to more use. Simple implementations and FAQs.
Forms / Surveys
Real stories, new ideas, and creative ideas for collecting, viewing, and using data.
Updates / Waves
Stay up to date on monthly updates and bi-annual release waves. Don’t miss out!
What is D365 Customer Insights?
SNWhat is D365 Customer Insights?What is D365 Customer Insights?THE BACKSTORYMy Mission to Spread the D365 Customer Insights Word Last week, I found myself immersed in the vibrant atmosphere of UG Summit 2024. As I navigated the bustling conference halls, I couldn't...
Forms / Surveys
SN[post_title][post_title]THE BACKSTORYComing Soon...Stay tuned for posts on how to take Marketing to the next level - going above and beyond what's out-of-the-box.
Coming Soon…
SN[post_title][post_title]THE BACKSTORYBeyond the BoxStay tuned for posts on how to take Marketing to the next level - going above and beyond what's out-of-the-box.
Create a Digital Membership Card
Imagine crafting a personalized email that not only thanked a donor for their generosity but also included a detailed invoice. And then there was the digital membership card, a concept that existed only in the realm of imagination. The card would be sent to the new member, but it could also be gifted, a delightful twist that added a layer of complexity. And these were just two of the Email Templates given to me.
Coming Soon…
SN[post_title][post_title]THE BACKSTORYA Non-Profit with a VisionOne industry I'm more passionate about than others is Non-Profit and Associations. Throughout my career, I've been given the opportunity to work with countless organizations dedicated to making a...