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Customize Double Opt-In in Real-time Marketing

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Dynamics 365 Customer Insights – Journeys & Data

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Dec 17, 2024

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  • In real-time marketing, form submissions are saved before email confirmation, providing access to submitted form fields such as first name.
  • Each field on a form corresponds to a field submission record showing the Name and Value of user input.
  • By adding the first name as a list to the double opt-in email, a personalized touch can be achieved based on field submissions.
  • List filters can be added to display specific field submission values, like the first name, with the option to set a default value.
  • Further personalization can be done by dynamically adding information from the form submission, such as the form name.
  • Utilizing these options from the trigger can enhance the personalization of emails for recipients who may be either contacts or leads.

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