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Megan V. Walker

Tips, tricks and ideas for non developer geeks

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Use Custom Event Registration Questions To Branch Your Journeys In Customer Insights

A client recently wanted to know if someone had answered a custom question on their Event registration form with either Yes or No. Using custom event registration questions can feel like responses are going in to a black hole, but you can learn more about them in one of my previous posts and understand how Continue reading Use Custom Event Registration Questions To Branch Your Journeys In Customer…

Create A Segment For People Searching On Your Website

Most websites have some kind of search functionality, especially if you have a blog. If you do, you can use this to your advantage and build a segment to find people searching on your website for specific keywords. This could be useful for a triggered journey to send more information if someone is looking for Continue reading Create A Segment For People Searching On Your Website

Create A Segment Using Unmapped Fields On Marketing Forms in Customer Insights Journeys

We have the ability to add unmapped fields to marketing forms, providing the ability to capture extra information from a Contact or Lead without needing to add a new field to those tables each time. It makes it easy for marketers to take ownership when wanting to capture new information. However, how on earth can Continue reading Create A Segment Using Unmapped Fields On Marketing Forms in…

Create A Segment Using Custom Event Registration Questions in Customer Insights Journeys

Are you asking unmapped custom event registration questions when someone is registering for your events? If so, how can you get people who have answered in a specific way in to a segment? I ve shown you how you can actually see all of the responses themselves all in one place, but sometimes you might need Continue reading Create A Segment Using Custom Event Registration Questions in Customer…

Editing The Theme & Styling A Power Pages Site

You ve set up your Power Pages site, and patted yourself on the back. Nice work! But it looks generic, and NOTHING like your organisation or clients company branding. How do you start making it look a bit better and more inline with the guidelines? Previously I would start by getting the CSS of the main Continue reading Editing The Theme Styling A Power Pages Site

Create a Customer Insights Journeys Overview Page for Contacts

One of the things I enjoy most about custom pages is the ability to surface information from multiple tables in a way that makes sense to users. I built a Contact Journey Overview custom page that provides a complete view of a contact s participation in Customer Insights Journeys. By opening the page directly from Continue reading Create a Customer Insights Journeys Overview Page for Contacts

Open Custom Page For Multiple Selected Records In A View Or SubGrid

In the series of posts on Custom Pages, I ve shown how to add buttons to open a page from the command bar, including providing a script you can use over and over again to make life a bit easier. That works great to open a custom page on a single record, but what if you Continue reading Open Custom Page For Multiple Selected Records In A View Or SubGrid

The chunked cookie is incomplete error on Power Pages site

This could be a very unique error, but sharing just in case it comes up for anyone else. While setting up some new Power Pages sites, I started getting an error even though the site had previously loaded fine. It was a fun message of Exception Message The chunked cookie is incomplete. Only 0 of Continue reading The chunked cookie is incomplete error on Power Pages site

Using Event Templates With Realtime In Customer Insights Journeys

If you ve been around long enough and created Events when they were only considered Outbound Events, you may have used the Event Template option. The ability to create a dummy event that someone else could come along and use to create a new Event from. So this means you can add defaults for users so Continue reading Using Event Templates With Realtime In Customer Insights Journeys

Adxstudio Portals → D365 Portals → Power Apps Portals → Power Pages

I first started writing about portals on my blog back in January 2019. My first experience was with ADX Studio, and it nearly fried my brain. I had no idea what I was doing and it was completely outside my comfort zone. Since then, Microsoft has renamed, reworked, and evolved portals into what we now Continue reading Adxstudio Portals → D365 Portals → Power Apps Portals → Power Pages