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This post applies to Realtime Marketing, although Outbound Marketing also provides the possibility to create recurring Customer Journeys. Within Journeys it is possible to set up automated emails, based on Segments (demographic, firmographic or behavioral data) or Triggers (for example a change in Dataverse, such as creating an Opportunity). Sometimes a Segment-based Journey needs to…
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This post applies to Realtime Marketing (although Outbound Marketing also provides the possibility to create Leads from Customer Journeys). The feature is available from release 1.1.30993.107 (September 2023), which should already be available to you. If not, you can manually update your Customer Insights – Journeys installation by going to Settings > Versions. Because of…
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This post applies to Realtime Marketing. The feature is available from release 1.93.2021.0 (April 2023), which should already be available to you. If not, you can manually update your Marketing installation by going to Settings > Versions. This feature creates the possibility for marketeers to include stakeholders when sending a marketing email. This will result…
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This post applies to both Outbound and Realtime Marketing. The feature is available from release 1.91.2018.0 (February 2023), which should be available for you by now. If not, you can manually update your Marketing installation by going to Settings > Version. The timeline makes it possible to view incoming or outgoing activities, like phone call…