Dynamics marketing automation refers to the suite of tools within Microsoft Dynamics 365 Marketing (now rebranded as Dynamics 365 Customer Insights, Journeys) that lets organisations build triggered campaigns, manage contact journeys, segment audiences, and connect marketing activity to CRM data in a single environment. For businesses already running on the Microsoft stack, it removes the…
Email marketing for financial advisors works when it earns trust before it asks for anything. The advisors who build consistent pipelines through email are not the ones sending the most newsletters. They are the ones who treat each email as a relationship touchpoint, not a broadcast. Done well, email compounds over time in a way…
The best time to send cold emails is Tuesday, Wednesday, or Thursday, between 8am and 10am or 3pm and 5pm in the recipient’s local time zone. These windows consistently produce higher open and reply rates because they align with natural email-checking behaviour at the start and end of the working day. That said, timing is…
An NPS email is a short, targeted message sent to customers asking how likely they are to recommend your product or service on a scale of zero to ten. Done well, it gives you a real-time read on customer sentiment and surfaces the kind of signal that retention teams can actually act on. Done poorly,…
Getting someone to choose to receive your marketing emails is not a compliance formality. It is the single most reliable predictor of whether your email programme will perform. When someone actively opts in, they are signalling intent, and intent is the raw material that every other element of email marketing, copy, timing, personalisation, segmentation, is…
Event email marketing is the practice of using targeted email sequences to promote events, drive registrations, and convert attendees into long-term customers. Done well, it is one of the highest-ROI activities in a marketer’s toolkit. Done poorly, it fills inboxes with noise and damages the sender reputation you spent months building. The mechanics are straightforward….
An internal company newsletter is a regular communication sent to employees that shares updates, recognises achievements, and keeps teams aligned on business priorities. Done well, it is one of the cheapest and highest-return communication investments a business can make. Done poorly, it is a weekly reminder that leadership does not know what employees actually care…
A CRM manages relationships and records. Marketing automation runs campaigns and sequences. They overlap in ways that confuse buyers, get conflated by vendors, and cost businesses real money when the wrong tool is bought for the wrong job. The distinction matters more than most people realise, and getting it wrong early tends to compound. CRM…
Marketing automation for nonprofits is the practice of using software to send the right message to the right donor, volunteer, or supporter at the right moment, without requiring manual effort every time. Done well, it lets a small team punch well above its weight. Done poorly, it becomes another tool that sends emails nobody reads….
Reporting marketing automation performance sounds straightforward: open rates, click rates, conversion rates, revenue attributed. Pull the dashboard, present the numbers, repeat next month. The problem is that most automation reporting tells you what happened inside your email platform, not what it did for your business. Those are very different things, and conflating them is how…
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