Catalogue › Marketing

Marketing

Use it in Copilot Cowork: download the Marketing plugin for Copilot Cowork and upload it in Cowork under Customize > Plugins > Upload plugin. How to install.

Customer Insights - Journeys and Customer Insights - Data delivery: journeys, segments, email and text channels, forms and events, consent and preference centres, deliverability, lead scoring and hand-off, and profile unification.

Layer Module

Lead role modelled Customer Insights Consultant

Subject lead Robert Peledie

Agent charter .claude/agents/marketing.md

Install

Claude Code:

/plugin marketplace add SimonFoote-greensparx/d365forge
/plugin install marketing@d365forge

ChatGPT and Codex: add this repository as a plugin marketplace, or copy this folder into .agents/skills/ in your project.

Skills

Skill What it covers Status

marketing:consent-and-preference-centre Designs the consent model and preference centre for Customer Insights - Journeys, mapping UK GDPR and PECR questions, including soft opt-in, onto contact point consent, purposes, topics and compliance profiles. Use when setting up consent, migrating legacy opt-ins, building a preference centre, or checking whether a message may be sent. reviewed

marketing:customer-profile-unification Designs unified customer profiles in Customer Insights - Data, covering source selection, source mapping, deduplication, match rules, merge policies and use of profiles in journeys and Dynamics 365 apps. Use when combining customer data from several systems, tuning match rules, or deciding whether Customer Insights - Data is needed at all. reviewed

marketing:email-and-sms-channels Designs the email and text message channels in Customer Insights - Journeys, covering templates, content blocks, personalisation, sender identity, SMS providers and numbers, opt-out keywords and message testing. Use when setting up email or SMS for the first time, building a template set, or deciding which messages belong on which channel. reviewed

marketing:email-deliverability Plans email deliverability for Customer Insights - Journeys, covering sending domain strategy, domain authentication with SPF, DKIM and DMARC, warm-up, list hygiene and sender reputation monitoring. Use when authenticating domains, planning the first sends from a new platform, or investigating marketing email landing in spam or bouncing. reviewed

marketing:forms-and-events Designs marketing forms and event management in Customer Insights - Journeys, covering form fields, contact and lead matching, consent capture, embedding, spam protection, registration, check-in and follow-up. Use when building sign-up or enquiry forms, running webinars or in-person events, or fixing duplicates created by form submissions. reviewed

marketing:journey-design Designs real-time journeys in Customer Insights - Journeys, covering trigger and segment entry, custom triggers, branching, waits, goals, exit and re-entry rules, testing and go-live. Use when planning a welcome, nurture, onboarding, renewal or event journey, choosing triggers, or moving journeys off older outbound marketing. reviewed

marketing:lead-scoring-and-sales-handoff Designs lead scoring in Customer Insights - Journeys and the hand-off of sales-ready leads to Dynamics 365 Sales with journey context, covering fit and interest signals, thresholds, assignment, follow-up expectations and feedback. Use when defining marketing qualified leads, building a scoring model, or fixing leads that sellers ignore. reviewed

marketing:segments-and-audiences Designs segments and audiences for Customer Insights - Journeys, covering audience sources, attribute and behavioural conditions, inclusions, exclusions, suppression and refresh. Use when building a campaign audience, choosing between Dataverse contacts, leads or unified profiles, or fixing segments that include or miss the wrong people. reviewed

Skill	What it covers	Status
`marketing:consent-and-preference-centre`	Designs the consent model and preference centre for Customer Insights - Journeys, mapping UK GDPR and PECR questions, including soft opt-in, onto contact point consent, purposes, topics and compliance profiles. Use when setting up consent, migrating legacy opt-ins, building a preference centre, or checking whether a message may be sent.	reviewed
`marketing:customer-profile-unification`	Designs unified customer profiles in Customer Insights - Data, covering source selection, source mapping, deduplication, match rules, merge policies and use of profiles in journeys and Dynamics 365 apps. Use when combining customer data from several systems, tuning match rules, or deciding whether Customer Insights - Data is needed at all.	reviewed
`marketing:email-and-sms-channels`	Designs the email and text message channels in Customer Insights - Journeys, covering templates, content blocks, personalisation, sender identity, SMS providers and numbers, opt-out keywords and message testing. Use when setting up email or SMS for the first time, building a template set, or deciding which messages belong on which channel.	reviewed
`marketing:email-deliverability`	Plans email deliverability for Customer Insights - Journeys, covering sending domain strategy, domain authentication with SPF, DKIM and DMARC, warm-up, list hygiene and sender reputation monitoring. Use when authenticating domains, planning the first sends from a new platform, or investigating marketing email landing in spam or bouncing.	reviewed
`marketing:forms-and-events`	Designs marketing forms and event management in Customer Insights - Journeys, covering form fields, contact and lead matching, consent capture, embedding, spam protection, registration, check-in and follow-up. Use when building sign-up or enquiry forms, running webinars or in-person events, or fixing duplicates created by form submissions.	reviewed
`marketing:journey-design`	Designs real-time journeys in Customer Insights - Journeys, covering trigger and segment entry, custom triggers, branching, waits, goals, exit and re-entry rules, testing and go-live. Use when planning a welcome, nurture, onboarding, renewal or event journey, choosing triggers, or moving journeys off older outbound marketing.	reviewed
`marketing:lead-scoring-and-sales-handoff`	Designs lead scoring in Customer Insights - Journeys and the hand-off of sales-ready leads to Dynamics 365 Sales with journey context, covering fit and interest signals, thresholds, assignment, follow-up expectations and feedback. Use when defining marketing qualified leads, building a scoring model, or fixing leads that sellers ignore.	reviewed
`marketing:segments-and-audiences`	Designs segments and audiences for Customer Insights - Journeys, covering audience sources, attribute and behavioural conditions, inclusions, exclusions, suppression and refresh. Use when building a campaign audience, choosing between Dataverse contacts, leads or unified profiles, or fixing segments that include or miss the wrong people.	reviewed

Credit and licence

Created by Simon Foote and Robert Peledie as part of D365Forge. The skills are licensed under CC BY 4.0: use them freely, including commercially, and credit Simon Foote and Robert Peledie when you share or adapt them. NOTICE.md gives the wording.