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okay so I'm bran today we're going to be talking about part two of our marketing series um so in the first call we talked about real-time marketing some outbound marketing features um we got up to about like lead scoring and then um didn't really dive into it all this third area here which is for event planning um so goal for today is obviously to um just touch a little bit on event planning we're going to do exactly the same thing as we did with real-time and outbound so we're not going to get into every single little detail so um without further ado um we are actually not going to start out in event planning I do want to stay here in um the outbound marketing just for a little bit as sort of a segue so um we're gonna jump into talking about marketing forms today which right here along the side of our outbound marketing um just like in every area of marketing that we've talked about so far we have a ton of great templates in here for marketing forms we'll talk about a little about what they are when we get one open because I think it should be pretty obvious once we get it in here um so there's a lot of great templates you can also Skip and start from scratch just like you can everywhere else in marketing I'm going to go ahead and just select one of these templates so that we have we save a little bit of time something like that here and this is going to load our form editor so really what this form is for you can see it probably looks familiar to something you've seen a hundred thousand times um this is how we're actually getting our contact data our customer data event registrations download for a white paper all of that kind of stuff we're actually going to be for our purposes hosting this form on our website you can also do that with a portal which we'll talk about a little bit more in the future but we're actually going to build that form piece here within marketing so that we have a lot of control over it it's going to link directly to our Dynamics 365 data so our contact records our lead records all of that um but we're going to build it out here in the marketing app itself so up at the top right hand corner you can see up here we've got a couple of different options so we can give it a name again I would probably give it a some better naming conventions than form s44 I'm going to just call this like basic info form for right now and then we have a couple of different form types that you'll see here so there's actually four form types that are available in marketing um one of them is uh event registration so that takes a different form type entirely and so we won't see that option here but just so you know so we have event registration we also have a landing page so a landing page is really good for um like if we were going to have an area on our website to enter your information here to download this white paper to get this one sheet anytime that we want to get more information from a customer enter your details here just you know um to sort of self-select for some to receive some information from us the other option that we have here is for a subscription Center and our subscription Center is going to be to we talked about that a little bit last week when we talked about our marketing emails so this is the actual page or the actual form that people are going to enter their details in in order to opt in to receive different types of content or opt out of other types of content um so subscription Center is just a little bit different we also have an option to forward to a friend so you'd see that for instance if I had filled out a landing page with all of my information to download a one sheet or whatever it is the kind of action that I'm taking uh and then I get that site you know uh that pops up share with a friend forward to a friend so I can go ahead and have a redirect that comes after this information is filled out that says okay great thanks for your information enter a friend's email here in order to forward we can also put these into emails as a link so if I say oh this is some great information I love this newsletter so much I want to forward this info to a friend get a friend to sign up um that's what this page here is for so I'm going to just go ahead and leave it at landing page most of our forms are going to be landing page types you'll really only have the one subscription Center most likely and you might have a couple situations that are forward to a friend but for the most part we're always going to have a landing page you can also choose which type of record this form is going to be targeting so for instance if somebody fills out this form on my website do I want this to create a new contact record or update an existing contact record um do I want to have it create a new lead record or modify an existing or do I want to have it Target both so I'm going to go ahead and just leave it at both for right now and we'll see how why that matters a little more in a second here so if we look at our editor here it's very familiar to our it's very similar to our email editor that we had looked at last week drag and drop we have a lot of sort of like basic elements I can bring in play around with I can give I can create links very very similar to our web editor from last week um I do have though down here at the bottom a few more options that I didn't have before so this is unique to building our web forms here you can see based upon what I selected so my contacts and leads is what I'm targeting or if I had targeted just contacts or just leads these are going to be all of my Fields they're going to show you some Basics right here up at the top but I have access to any field that is currently uh currently in my environment for either a contact or a lead record if I don't see these are some of the basics that I have here along the side fax number definitely important to get but I can also add any fields that I don't see here so if I go in here I can hit enter this is going to pull up all of the rest of those fields so this is everything that I've got in my contact record or my lead record that I could bring in to pull from I will have access to my custom fields in there as well so if I have custom fields that are on either of those tables I can pull those into a problem you also see here I have an option for something else so one of the great things about building your marketing form here within the marketing app is that I can actually create some new fields for my forms right here within the marketing app without having to go to necessarily like a system administrator or if I have a third party that manages my d365 sales environment field service customer service anything like that um this will create a field on the back end as well but it's not going to make that visible on the front end of any form so I could create a new marketing form here for for instance if I was creating like an event registration I could create an event registration here and I could ask for something like dietary preferences if I'm having an event that has a lunch so I'm going to ask here for dietary preferences if somebody's vegan vegetarian pescatarian um I could have a little drop down box for that here that's most likely not something that I'm ever going to want to want to or need to see again on my contact or my lead records but it does exist so it'll be available in the back end if I did want to report on it if I want to pull it up for next year's event anything like that just have it saved to my contact details I can but it will appear here on my form so right here when people go to my website to register they'll see that um dietary preferences feel they can make their selection and then that will feed back and save to my data in d365 across the board so that is pretty cool it's a nice option to have there um I can also and it's just a drag and drop so if I want to drag and drop over salutation that's great I also have a few more options over here on the side I have our first name here and our text is grayed out for first I have the option here for some placeholder values so if I wanted to put in here a first name that's going to show up on the website they can clearly tell to enter their first name in that line um I don't need a first name or a placeholder value I could just leave that blank they won't see anything in that box I also can give it default values so for instance if I wanted to have um that dietary preferences field that I was talking about I could create that dietary preferences value and just have it set to whatever I want the default to be none maybe and then I have a couple of different options that they could drop down to there I also can set these different fields as required yes or no quick tip is that if there are any fields that are required for you to create either a contact or a lead in the system best practice 100 make it required here as well so that we don't encounter any errors um you can if there are required fields for instance that um like lead Source say I had like a lead Source field on my lead record that is required for every single lead that comes in and it's created I'm obviously not going to have like my customer my contact fill out a lead Source field right but what I can do is I can add that field to my form I could set it to a default value of website or whatever it is and then I could hide that field so I could go ahead and just select hide it's not going to appear on my form it's going to be hidden you can also do this on your site with script but this is a really nice easy no code way to make that happen I can also select pre-fill for any of these fields so for instance if I already know um if I already have the information in the system who is visiting my website right now uh they enter their email address here I've got their information already I can go ahead and just pre-fill autofill the rest of these fields that's really nice for somebody let's say this was like a subscription Center and they're going to come in to change their preferences I can just autofill from their email to their current preferences so that they can go in and make changes and see what already exists rather than just fill out a blank form so that's a really nice really nice feature to have as well uh let's see other than that we have a couple of options here in the summary tab that I want to just touch on briefly it does look like a ton of information in here again there's only a couple of these options really that are going to be most important to us the main I can again I can change my name here if I want to make that a little bit more detailed which I probably would I can give it a purpose this is a customizable field so like what is this form for uh contact matching or lead matching strategies that you hear see here this is very similar to like our duplication rules or deduplication rules that we have in d365 sales for instance so um by default it's going to match on email address one so if I have a contact who goes to this form here enters their details and I already have somebody with that email address it's not going to create a new record instead it's going to update maybe their salutation has changed maybe their dietary preferences has changed have changed it'll go ahead and update the existing record instead of creating a new one um very similar for lead form matching as well I also have a couple of additional options that I can do after the form is submitted so for instance if somebody were maybe subscribing to our newsletter I could enable double opt-in and they could get an email sent to them I would attach that right here they'd get a nice email sent to them saying you've said that you wanted to subscribe to our newsletter click here in order to make that happen so that's a situation where I would want double opt-in for right now I'm not gonna play around with that too much um I also can choose how to say thank you uh from double opt-in so if I wanted to redirect them or open the web page I could do that submission behavior is most likely though where we're going to focus on most of our web forms so I can give them a nice little thanks for your submission after this form is entered um I could also have it redirect back to my home page or back to my event page I can choose to change my I could give them like a nice little picture big thumbs up link that to a URL I also can choose here what to do with errors so if there's an error during the submission if they don't enter all the required Fields if something goes wrong where do I want to direct them what do I want to have them do so those are all some really great tools that we have for working with these marketing forms so that is just about that with marketing forms now that I've got this set up what do I do with it right so right now it just lives in marketing so I can spend a lot of time customizing this form how do I get it in front of my audience uh is a great question so just like everything in Dynamics I would have to go live in order for this to be available in other areas of the system let me go ahead and see if I can first I'm going to go ahead and Save so we can go live with this form here and just while this is saving uh we did talk about this a little bit last week as well but there are two different ways right to set up marketing when you first when you're first doing your initial setup you can either choose to have um your marketing hosted on a portal so if I selected portal Dynamics would spin up a brand new portal environment that then I would have that's going to have all of my marketing Pages all my marketing forms all my event information all located on that portal um best practice however in most situations is going to be to set up marketing based on your own domain so on our actual website and when that's the case I'm going to actually just have to take this piece connect it to our just a page on our website um and then that has a lot of benefits itself so not only is it nice because we can just embed it into our website we can use all of our native branding so my website I already have template pages with all of my azamba logo and my footer my site navigation pane all that kind of great stuff and I can just insert this right in there um it also is nice because it's going to bring in traffic right so we've got traffic on our website rather than traffic hanging into a portal for any reason we're going to have a lot more control over our look and feel things like that so um if I were I'm gonna go ahead and hit go live um if I were using a portal based marketing app when I go live in my form hosting area I would essentially just have a link here to that portal page it would give me an option to change my link URL text so if I wanted to say basic info form as part of my URL string I could edit that here but it would just give me like a nice little link where I could see that on my portal it's so it's there it's done it's posted it's ready um if however like my marketing app is set up it's set up to link to a domain um you can see here I don't have any available Zone domains that's a little bit of a misnomer um I would go through and just go ahead and create a new form page I'm going to go ahead and just give the I'll just let it have its basic name um but this is what's going to actually generate that text or that that JavaScript for me to be able to host that on my web page so we'll let that save and create a nice little string of text here for us and then we can talk a little bit about our submission info that we get back there we go so if I open up this marketing form page here all I would do I could either choose to host this as a script or I could also host it as an iframe I'm going to use it as a script so all I would need to do here is copy this text and either put that onto my website onto a blank page or somewhere where I want to see it on my website myself or forward that to whoever manages my site for me and so once that's done I'm going to be able to see that form exactly as it appears here and once we so every form that exists every form that gets published or is posted anywhere we're also obviously going to want to see the submission data um so once this form is live we have people on the web or on the portal filling it out we're going to be able to see all of our submissions as they come in here you can set that up to either store them or to just see the ones that are currently pending mainly the information that we want to see is going to be here in our insights so our insights are really useful to have because it's not just going to show us those like one-off submissions I can see my submissions yes but I can also see how many records were updated so if I have 50 submissions and it updated 49 contact records I have one unique submission right I have one new contact that's been created um how many lead records exact same thing how many records has that updated if there are any errors I can also see on a grid view here uh when were these submissions made it's going to give me a time stamp on all of these it'll give me a link here to my actual contact or my lead record I could open that up and take a peek through um I also can filter for dates so if I want to see only the people who entered their data in the last maybe five days so I can go through and create different lists for different purposes that way I can also check my visits this is very cool so not only do I want to see my submissions I can see maybe that I've had a hundred different submissions to this form but I can also see if anybody came to the site and didn't submit their data so if I do have their their information in the system already I could see who that is is it a contact that I have in the system is it not um so I can see if somebody's coming to the site a lot or if a lot of people are coming if I have tons of visits a thousand visits and only 50 submissions maybe I want to take a closer look at my form and why it's not performing uh the act the activities that I wanted to perform as well as I can so that sums up marketing forms for us uh the other thing that I want to take a quick look at before we get into events is right over here for marketing pages marketing Pages very similar to marketing forms so we're not going to walk through the entire process here it's really similar to what we just did with marketing forms but there are some additional options here especially if we're using like portal based marketing or if we want to build out like an entire website page um with our marketing team rather than on our website we can do that here so this is really nice if we have say like if our site is managed by another party and we want our marketing team to have the most insight and influence over the information the look and feel everything of that page maybe they're low code or no code we could have them build that out here and host the entire page rather than just the form on the website or on the portal so again lots of templates here you can see I've got like some spring sales templates I've got a couple of other options here and these are very similar to if you work with any kind of like website builder templates they're all available here um definitely situations where it might be useful to use one of these rather than I'm just going to go ahead and say select um you're sort of like out of the box website builder or maybe your it team so very similar like I said you can drag text over um very similar to building our forms also very similar to building our marketing emails um just as with our marketing emails and with our forms you can also edit the HTML here directly so if you do have a team that is capable or interested in editing the HTML directly you have that option here same option to preview you can preview on different devices all down the line we also have the same listings up here at the top just incidentally different types we have our landing pages our subscription centers our forward to friends um so if you do want to design based on that type of template you've got those options in here so marketing Pages again very similar to forms you can um embed a form so if I wanted to say spring sale be the first to receive our discounts and I wanted to embed a form um asking for your first name your last name and your email address to be able to receive those discounts directly to your email I would just go ahead and insert that form right here so um obviously other scenarios you can also put in maybe a like an event page where I could talk all about my different event details um maybe some pictures and bios of my guest speakers uh really anything that I want to be able to show information to my customers or to my audience and then the form is how I want to collect their information back so this is going to work the exact same as well so if I were to publish this and go live I would just take that script either that I created and have that hosted on my own domain or it would publish directly to my Dynamics marketing portal so I'd be able to see that there all right so that brings us up to date on our marketing pages and our forms um very good segue to get into our events area because a lot of times when we're creating events we're creating marketing materials around our events things like these marketing Pages where we want to direct people for information or the marketing forms where we want to get information back from them are going to be really really really important to that process so I'm going to go right down here to the events area go ahead and just discard my changes for now and just like with the other areas of marketing as you can see once you get into events there is a lot you can tell it's pretty comprehensive in here um again just like we talked about last week uh it might seem a little overwhelming off the bat don't let it overwhelm you most of us are probably not going to use a lot of these areas at least right away right so we want to start small we want to build our skill set we want to spend time in our areas that have the most immediate value to us um that's as we talked about last week it's likely marketing emails and customer Journeys to begin with but depending on our organization or depending on our priorities our current internal needs it might also mean using marketing to create or to assist with managing events that we already have for our business sooner than later so uh for example I'll throw out Sandy here so for example Sandy does a really good job um hosting our different partner events currently right so she has these calls that she does with a bunch of different partners everybody gets on gets a lot of information it's great um if we were just getting started with marketing uh and our primary focus is on maybe like building our newsletter subscriptions or doing a new product push around CRM in a can anything like that um Sandy can just continue her usual order of operations when it comes to those events right she can keep creating meetings um manually tracking her list of attendees like she's doing now that and she does a great job so she can just keep on keeping on until we feel really comfortable with those key areas of the marketing app however if we did have a situation come up right where Sandy needs to maybe plan a big in-person event or she needs to dive into a new project and start streamlining other areas maybe we need some maybe we need Gordon or Jason or myself or somebody right to jump in and kind of take on some of those responsibilities for Sandy we have the ability using marketing then to kind of very quickly really easily automate those processes give Sandy some time back on her calendar and have more of these automations kind of pre-built to handle those those conditions so we've got a couple of samples up here at the top and these screens can be really customized also as we're looking at these so if we need more or less information for events or for like specific event types for example um we can hide some of these tabs hide some of these areas add some additional fields that maybe we're not collecting data on here in the system so they are fully customizable um some of the most important information though that we're looking at is going to be right here on this main summary page so we can see what's the name of my event that's great I've got a name half done um I also have event types so these are just the out of the box fields we could change these around as well uh these are not going to do anything to the actual like experience when you're going through like if you're signing up for a new event or if you're attending an event this is purely an internal field so this is just for us to sort with us to have that information on but in terms of like how the event flows or how the event is managed this field has no bearing on that whatsoever so this is just a training for now I can also see my registration count so this is going to trickle in from our website or from our form information I can see how many registrations that I have coming in immediately I can see them as folks register within about 10 minutes or so I can also see a check-in count so as the events going on if it's live if it's going on over a couple days I can see how many people have actually made it to the event versus how many are registered uh my scheduling so I can say when I want this event to be probably not 2017 um I would probably want to kick that a little bit into the future um but I also have an event countdown here so if I did want to say maybe like 2024 it's going to give me a notification here that my start date can't be out of line with my end date that's fine if I hit save it's going to give me this nice little countdown in days so that's helpful too and I can also have different triggers right based on this event countdown so if I wanted to say uh in a flow right like once the countdown in days reaches X number send this email or take this action um that's a really nice feature to have here too it's also nice to have in front of us when I open this record how much longer do I have to go before this event it's always a smaller number than you think it is right um we can also set up recurring events so if I wanted to toggle this on I would get a lot of this is very similar to like when you're looking at Outlook um I could go ahead and set how long is my duration when is this recurring how many occurrences I don't have of this meeting it's going to give me a lot of those fields here I'm just going to go ahead and just leave it a one-time event for now though um we also have I'm going to skip this over here on the side but we have some other options here for location so if this were an in-person event I could I have a lot of different tables for managing that information buildings floor plans occupancy all of that information room numbers all of that is going to be in here so I could in terms of a physical location just put it in a building I could select different rooms I can have a lot of that different information available here uh I also have venue constraints so if I want to say all right I know that only I only have room for 50 people I can put an event capacity on here I can also wait list it yes or no so if I want a wait list after 50 it's going to create some nice wait list options for me here if I don't want a wait list it's just gonna say I'm so sorry you know registration is closed so those are really nice for options for when we're having in-person events if our Innovation hour Live Events even we're like breaking the internet because we just have way too many people trying to come in and it's just freezing everything everywhere um you can also put an event capacity on a virtual event it doesn't just have to be a live event I'm going to go ahead and just remove that option for now um I'll come back to this in a second here too but what we can also do across the top and these different options let's say that we are having an in-person event or a conference or even like a virtual event over a couple of days you can put your agenda details right here in the meeting so I can have different sessions I can book in here again this works just like Outlook I can put different sessions in here um different information what's the title start time end times where are they what are they about how many people have registered for them I can also set up different tracks so I could have like a marketing track or a CRM and a can track at maybe our Zamba conference where we have a lot of different people come in but I can have a lot of different session tracks I can have ongoing sessions at the same time I also have the option to list different speaker details so if maybe Peter is doing a Keynotes speech or Jason is going to speak about um you know current things that he's been building out or Tony's going to talk about our different um easy projects or different easy items right we could have different speaker information different sessions for all of that you can also list out your sponsors so um if you've been sponsored by an organization you want to keep that information somewhere right um CRM this event record is a really great place to do that as well I'm going to skip over this website and form and come back to that in a second but just to look here at our registration and attendance so as you have your registrations come in you can have our event registrations percolate down here you can also manually add new event registrations so if I just get a phone call from Sandy and says oh we have this partner who wants to sign up or if I I just know you know like um I want to make sure that uh Gordon is registered I can come in here and just add a new event registration without needing to go through a website of any of that kind of stuff I can also track my responses check-ins anyone who's canceled so if I want to have maybe this be a segment that's going to send out a sorry we're not going to see you this time message in our customer Journey I've got a list of those contacts who canceled right here I also have this additional information section this is really nice when we were talking about things that we can customize these are just like out of the box say financials things that typically people are going to want to be tracking when it comes to their events but this is customizable too so if there are other things that we want to see we can add that in here if we don't care about our cost of event activities or external you know budget allocation if we're going to do that somewhere else we don't have to track it here we could remove it but financials are usually pretty good to have some additional information on we also have a ton of other areas that we're not going to look through today but if we wanted to do room reservations or hotel information block allocations speakers all that kind of stuff isn't here so you really do have this guy's the limit when it comes to information for your tracking the main thing that I really want to look at now is I want to go back to this area and touch a little bit on online events so everything that we've talked about so far can be applied to both online and virtual events uh we're most likely though like for Sandy's calls we might have a brief agenda but we're probably not going to be collecting like a whole lot of sponsor information or a whole lot of different session tracks for these calls right but we might have an agenda to put in here for that instance we also have the option so just like we talked about last week one of the great things about marketing is that it interacts or it it interconnects right so seamlessly with our Office 365 with power bi we have a lot of different options it also connects really really really well with this just out of the box teams integration so if I were to stream slash want to make this a virtual event all I have to do here is toggle this to yes and I need to refresh here all I have to do is toggle this to yes and it'll give me a couple of different options where I have a nice little pop-up but it's going to allow me to create a few different options so I can either create this event as a meeting just like a regular old team speaking I can also create this event as a live event I could also create this event as a webinar um so I have a lot of those different options here that I'm able to do that here for um very very nice that we don't have to pop around to like a bunch of different here it is there Logan we don't have to pop around to a bunch of different areas like I don't have to go into Outlook and create the meeting and then come back into the event record and give all the details here it's literally just going to create it right here for me um I can also choose so it's going to create it as a webinar I can make it a meeting a live event I can also connect to if I have like a third party if I had like a different meeting hosting software that I want to connect to you can set that up there custom um but yeah so it's gonna it's gonna create that automatically so when I hit save Oh Let's ignore that for now um but what I hit save and this goes actually goes live there it is we've got our teams URL so this is the actual link to our meeting that's been created the awesome thing the second awesome thing about having the teams integration here for events specifically is that if I were to go into my customer Journeys and build out a customer Journey where let's say you go to my web form you enter your details brand I would love to register for your event here's all of my information um I could kick off a customer Journey where I say okay everybody who've submitted that form I want to send them um like a save the date or I want to send them um the email invitation right to the actual online meeting the link that gets put in so if I were to go back to Lake outbound marketing what I'm able to do with marketing is I can actually create a brand new marketing email I'm just going to open an existing one here but I can give we've got like some early bird registrations I'm going to go ahead and edit um I could use the save register Now button or like attend now so thanks for coming to the event okay scroll on down here maybe this is like our join now button come to our meeting it's so great it's happening at this moment or you know whatever it is um so this text here what I can do to edit this link is I can't have it linked to a URL I also can have it linked to teams or to an event um so I can say join in teams I want it to connect to an event and my live events are going to be listed here so when I select a live event and I go ahead and update that record every single individual person who has received this email is getting a different link that goes into this join now box so that when I bring click it and I've joined my team's meeting in my actual event record it's going to show up as a check-in so for now like if I were to say host a meeting and I have 100 different attendees or 100 100 different invites go out or 100 different registrations and only say like 65 of those people come up um I have to somehow manually or via a flow right go through and find out who were those 65 um and who are the people who didn't come whereas when I'm creating an event in marketing as a uh as a teams event right I can automatically have those check-ins ticked right off so I don't have to wonder about um you know who's there who's not there I'm going to have that Autumn that information automatically show up here on my check-in count as soon as somebody clicks that link to join the meeting so that is very cool as well one of the main things that I think is so great about this area we've got like our website here um this is what we would link to either that event registration form that we filled out or that that we created over in the outbound marketing area we could link that right to here if you're using a portal if I go ahead and say custom URL I could just paste that form in there if we're using a portal though let's go ahead and go to one of these live forms it will automatically just publish a an event page to your portal so if I look at my website and form here you can see this one's published right to a portal it's going to give me that site and I can open this up this is very standard Microsoft portal I can see the name of my event when is it any information session information that I had here I also have my register now that's going to take me to my pre-built form or I just enter my details if I had any payment information that I wanted to enter here I could do that go ahead and check out and then that's going to create a new registration record for me so um that is very nice to have also and your actual form that you hosted on your website would be very similar to this um just because I have a demo version right it's only going to allow me to show the sort of like what it's going to look like from the portal end which is fine um this is really nice though because we can also use that data not just here on the record right so that's great I can see on my record for my event who has registered what's going on I can see all that information here that's great um but just like with everything else in marketing this registration information this event information is also going to feed back to my contact records and to my lead records as well so that is very important not just to us but also to like our sales team or to our customer service users things like that so um it gives them a lot more information on the actual lead record itself to say okay well how much is this lead interacting with us um how much is this contact oh great Dan has registered for another event or Dan has canceled from another event um how much information can we get from our event records and from our other areas of marketing to our sales team or to our other areas of our organization to help with our lead flow to help with our close rate to help us even to kind of have like just better informed conversations with our customers overall just by opening up like their contact record scrolling through seeing the kind of different activities and things that they've had with us um we can also have a lot of different like automations um based around that so um half folks been like attending our Innovation calls like have they been visiting our website are they opening our emails are they thinking about different products are they looking at different products on our page um how much time are they spending interacting with us that's all great information for us to have not just in marketing but also for our sales users to have and for the people responsible for actually like closing those accounts right um so that information it's really nice to have on the contact record it's really nice to have on the lead record um we also and we talked about this a little bit last week are able to use that information to build out some very cool automations so if I have for instance um I have my different actions that I want folks to take like if they've come to an event or if they have um opened a newsletter click the link spent a lot of time looking at a product to that kind of stuff I can have that as a condition here I also then can have my toolbox assigned that like a point value basically so if I wanted to say somebody like um attended attended a conference that's great maybe I want to give that a 10 point value or maybe I want to give that a 50 point value it doesn't really matter um the numbers are arbitrary as long as we're putting them in so I want to give them 10 points I also can remove points so if somebody for instance like unsubscribed from all of my uh like all of my content except for promotions like maybe I want to give them a minus on coming up with like a lead score to come to an event that kind of stuff so I can plus or minus different point values I also can set my own specific grades right so if I wanted to say I have a sales Readiness score when somebody gets to 50 I want that to be to kick off some sort of automation somebody gets to 50 I want to send out an automatic task to my sales team somebody give this guy a call because we've reached 50 points it means that he's really hot within the last say three months maybe he's opened a newsletter or he's clicked some links he's registered for some events he's spent a lot of time browsing different products that's all great information to have at my fingertips but more importantly um it's more important for my sales team to have that information and to be able to act on it um so maybe I want them to give a phone call maybe I want to set up an automation that sends out if I know that maybe Dan is clicking around looking at a lot of different information on CRM in a can but like isn't taking that next step maybe I want to put that as part of my lead flow process or my sales process to have my customer Journey send him an email specifically about CRM in a can with a promotion attached or with a um some different options for add-ons and things because I know that he's really interested in his sales Readiness score is already this high so it can give different grades here as well like I could have like a hot is anywhere from like 40 to 50. I could also have new grades that are like say warm and say that that's anybody from 25 to 40. and then maybe I just want to let's say 20 and then I want to have like a cold grade right that's anywhere from 10 to 20. and I can have these be time bound as well so if I want to say um you know maybe Dan has clicked some links in our newsletters a hundred times but over the last 100 months you know like that's not too impressive but if you clicked that same amount of links like over the last like six weeks or three months or week even you know that's really that would probably bump him up into this hot I could assign different weight values for that so um these are all really good building blocks right um they're building blocks they have a lot of great capacity events our emails our customer Journeys even our segmentation our really great building blocks um we can use them for a lot of insights to get a lot of data back we can use them to help inform Behavior but we can also use them as sort of like starting points for some really great automations that are going to take some big burdens off of our sales team off of all of our users really you know like we talked about um Sandy and her events so we can we can use this to take the sort of burden of Labor off of a lot of these areas really effectively and really efficiently with marketing and if that means that we start out from the very beginning using all of these tools or more likely we start out small we build our skill set we get comfortable using these different Tools in these different areas and just see how they're working I think that's one of like the greatest benefits of marketing because there is a lot to it right but you don't have to necessarily dig it like jump off the The High Dive Right um from the very first day so I think that brings us up to just about all that we wanted to talk about today and we do have some questions here we've got Gordon so it's gonna go to the question that you had do you does the link go to an Outlook event too yes so that teens event that gets created by our like virtual event when we're creating those in marketing um it's going to sync to your outlook Calendar just like a regular team's event would does that make sense so it's it's literally the exact same as if I had gone into teams and created that meeting myself um does it integrate with teams calls into a way that I can tell if a registered person attended or not yes it does so um it will integrate um that's that specific link right that we're putting in the email or putting in for the join button I can see who attended um based on their registration um you also can set it up just like you can with anything in teams to allow like Anonymous if I wanted to allow Anonymous participants to join you can do that um but if the registered individual is registered if they click that link absolutely I can tell if they came in or not um email blocking scenarios did I showed a really good question about talking about email blocking scenarios I think that that's a really good one if we're going to have a call maybe talking a little bit more about like subscription lists um that would be a really good uh question to dive into so I'm gonna leave that one for now I know it's a lot to get through in a short amount of time so I really appreciate your your time and your participation and yeah had a really great session thanks guys