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  • AutorenbildStephan Klemm

Get ready for Real-time | Episode 4: Communication tab


Since September 2023 Outbound Marketing is now in a sunset state and will not receive any new features or updates. Now it's time to think about a transfer of your Marketing assets to the new Real-time area and boost your Marketing speed and performance. This series will show you some tips and guides how to perform this in a time saving and efficient way.

 

Enabling the new Communication tab

Actually there are two preview features (Suppression list access & Manage Consent), which are somehow 'outsourced' to the new Communication tab in the Lead and Contact forms:


You won't see this tab, until you activate at least one of the two Feature switches described below.


 

Feature switch 1: Suppression List access Enables the option to self remove email addresses out of the suppression list. For more infos on this topic, you can find the official documentation here.


 

Feature switch 2: Manage Consent in forms Allows to efficiently manage consent on Contact and Lead forms. For more infos on this topic, you can find the official documentation here. This new feature may replace my custom solution from this article.


After enabling, the Communication tab will be visible on all original out-of-the-box or copied Contact and Lead forms. However, if you use only custom forms, the new tab will not be added automatically.


 

Add Communication tab via XML Toolbox to custom forms


If you want to add the tab to your custom forms, you need to walk an extra mile as there is no simple customizing option. The most efficient way would be using the free XML Toolbox with the tool 'Form XML Manager'. This one gives you direct access to the form XML code where you can easily add or replace code snippets and publish the form afterwards.

If you are not familiar with the XML Toolbox, please ask one of your Dynamics developers how to install and configure it.


Here are the two code snippets which need to be added to the form XML code:

Code snippet for the Communication tab itself. Place it on the preferred location in the form XML:

Click for code snippet (Communication tab)


 

Add the following code snippet (inside blue square) BEFORE the final </controlDescriptions> tag in the XML code:


Click for code snippet (controlDescription)


If there are no <controlDescriptions> and </controlDescriptions> tags, create them and place them between </Navigation> and <formLibraries> as seen it in the screenshot above.


That's it, the new Communication tab will now be visible on your custom form.


 

Known issues:


  • If both feature switches are turned on, only the Manage Consent section will be shown on the Communication tab. Seems to be a bug which should be fixed in one of the next monthly releases.


  • Adding new Consent entries for specific Topics from inside the Manage Consent part isn't possible right now.


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