<rss xmlns:atom="http://www.w3.org/2005/Atom" version="2.0">
    <channel>
        <title>Marketing Automation - Tag - Martin P Lopez | Power Platform Consultant</title>
        <link>https://martinplopez.com/tags/marketing-automation/</link>
        <description>Marketing Automation - Tag - Martin P Lopez | Power Platform Consultant</description>
        <generator>Hugo -- gohugo.io</generator><language>en</language><managingEditor>hello@martinplopez.com (Martin)</managingEditor>
            <webMaster>hello@martinplopez.com (Martin)</webMaster><lastBuildDate>Thu, 26 Mar 2026 00:00:00 &#43;0000</lastBuildDate><atom:link href="https://martinplopez.com/tags/marketing-automation/" rel="self" type="application/rss+xml" /><item>
    <title>“Can I Bring Someone?” Solving Plus-One Waitlisting in Customer Insights Journeys (Part 1)</title>
    <link>https://martinplopez.com/posts/customer-insights-waitlist-1/</link>
    <pubDate>Thu, 26 Mar 2026 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/customer-insights-waitlist-1/</guid>
    <description><![CDATA[<p>Events are rarely a solo experience.</p>
<p>In many scenarios, attendees want to bring a guest — a colleague, a partner, or a friend. But in <strong>Dynamics 365 Customer Insights – Journeys</strong>, handling “plus one” scenarios is not supported out-of-the-box.</p>
<p>This creates a real problem:</p>
<ul>
<li>Your event shows <strong>1 registration</strong></li>
<li>But <strong>2 people actually show up</strong></li>
</ul>
<p>Multiply that across dozens of attendees… and suddenly your event is over capacity.</p>
<p>In this article, I’ll show you how to solve this using:</p>]]></description>
</item>
<item>
    <title>Guide Users in Customer Insights - Journeys with Custom Help Panes</title>
    <link>https://martinplopez.com/posts/custom-help-page-event/</link>
    <pubDate>Fri, 13 Mar 2026 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/custom-help-page-event/</guid>
    <description><![CDATA[<p>Customer Insights - Journeys offers a powerful set of features:
emails, journeys, segments, triggers, events, and forms.</p>
<p>But for many marketing teams, the challenge isn’t the lack of functionality - it’s navigating all those features efficiently.</p>
<p>New users often ask questions like:</p>
<p>Where do I start?
What should I configure first?
Did I miss a step?</p>
<p>Training sessions and documentation help, but they require users to leave the application to find answers.</p>]]></description>
</item>
<item>
    <title>Don’t Waste Your Thank-You Page: Use Dynamic Data to Drive Next-Step Actions</title>
    <link>https://martinplopez.com/posts/dynamic-thank-you-page-dynamics-365/</link>
    <pubDate>Wed, 26 Nov 2025 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/dynamic-thank-you-page-dynamics-365/</guid>
    <description><![CDATA[<p>If you’ve worked with <strong>Dynamics 365 Customer Insights Journeys</strong>, you’ve probably noticed that the default form submission  experience - a simple logo and “Thank you” message - often feels underwhelming for users.</p>
<p>You’re not alone 😁 Many teams want something more engaging, more branded, and more helpful than the out-of-the-box version. Luckily, Dynamics 365 allows you to redirect users to a custom thank-you page, giving you full control over design and content.</p>]]></description>
</item>
<item>
    <title>Build a Branded Event Website in 20 Minutes with Power Pages and Dynamics 365 Customer Insights – Journeys</title>
    <link>https://martinplopez.com/posts/build-event-website-power-pages-dynamics-365/</link>
    <pubDate>Sun, 09 Nov 2025 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/build-event-website-power-pages-dynamics-365/</guid>
    <description><![CDATA[<p>Some years ago, I was responsible for two Power Pages sites (at that time called Dynamics Portals) that were connected to Dynamics 365 Customer Insights – Journeys (back then: Dynamics 365 Marketing). At that time, adapting and branding an event portal was… painful. It took a lot of effort to get something that looked good and felt on-brand.</p>
<p>Fast forward to today: after a few renames and a <strong>lot</strong> of updates, Microsoft has evolved these tools to the point where I was able to set up a portal, brand it, and connect it to my Dynamics 365 Customer Insights – Journeys environment in as little as <strong>20 minutes</strong>.</p>]]></description>
</item>
<item>
    <title>How Solution Health Hub Prevents Downtime in Dynamics 365 Customer Insights Journeys</title>
    <link>https://martinplopez.com/posts/solution-health-hub-customer-insights-journeys/</link>
    <pubDate>Sun, 26 Oct 2025 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/solution-health-hub-customer-insights-journeys/</guid>
    <description><![CDATA[<p>Have you ever had a journey that suddenly stops triggering? You could swear it worked yesterday, but now it isn’t firing when it should.
Maybe you experienced trying to publish a form or a journey and it&rsquo;s taking forever until it gives you an error that doesn&rsquo;t give you much information&hellip;</p>
<p>I have to admit, I was once (or twice) where you were (or are) and invested time to debug what was happening. Luckily, I got help from Microsoft engineers who recommended this solution—so I’m sharing it with as many people as possible. 😊</p>]]></description>
</item>
<item>
    <title>How to Prevent Duplicate Event Registrations in Dynamics 365 Customer Insights (with Form Submission Validation)s</title>
    <link>https://martinplopez.com/posts/custom-form-submission-validation/</link>
    <pubDate>Mon, 22 Sep 2025 00:00:00 &#43;0000</pubDate>
    <author>Martin</author>
    <guid>https://martinplopez.com/posts/custom-form-submission-validation/</guid>
    <description><![CDATA[<p>Some months ago, I got the question if there was a way to limit the Registrations for an event to <strong>one Registration per person</strong> in Dynamics 365 Customer Insights Journeys. I thought then, that there is no setting for this, so I decided to investigate, and after some research I stumbled into this documentation of Microsoft: <a href="https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-form-customize-submission-validation" target="_blank" rel="noopener noreffer ">Customize form submission validation</a></p>
<p>Then I thought that if there is a way of validating a form <strong>before the submission</strong>, we could avoid it altogether. So I set my mind on it and after some testing and validation, I developed a <strong>Plugin</strong> that will validate the event registration by running on form Submission and will prevent the submission to be sent in case there is already an event registration.</p>]]></description>
</item>
</channel>
</rss>
