Menu Close

Tag: #365blogpostsin365days

{Customer Insights} Collect extra customer information without creating custom attributes

uk365guy

Hello Everyone,

Today I am going to share my thoughts on collect extra customer information without creating custom attributes.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can now easily gather additional information about your customers without creating new custom attributes. Here’s how:

1. Custom Form Fields:

Within the form editor, you can create any kind of question directly.

Drag and drop custom fields from the toolbox onto the form canvas.

Edit the label and properties as needed.

For instance, you can ask questions like, “what is your meal preference?” or create contest-related queries to enhance customer satifaction and retention.

2. Data Storage:

The answers provided are stored only as part of the form submission.

This approach ensures that you can access the value anytime without polluting your data with unnecessary custom attributes.

By using custom fields, you can efficiently collect extra customer information without cluttering your attribute schema.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Customer Insights} Split your audience into groups to deliver unique customer experiences

uk365guy

Hello Everyone,

Today I am going to share my thoughts on split your audiences into groups to deliver unique customer experiences on Dynamics 365 Customer Insights.

Let’s get’s started.

Certainly! When you want customers to have different experiences within a single journey, you need to divide them into groups. While this is already possible using attribute branches or segments, sometimes the number of customers in each branch is more important than what those customers have in common.

Introducing the journey split tile! This powerful feature allows you to split your audience into branches, providing subsets of your audience with unique experiences. Whether it’s sending out a survey, testing a new type of experience, or offering a first-come promotional deal, the journey split tile has you covered.

Here’s how it works:

1. Split by Percentage:

Randomly breaks the audience into percentages associated with each branch.

Ideal for scenarios that require randomness, such as sending an experience survey to a subset of your customers.

Works best for larger populations (more than 2000 participants).

2. Split by Number:

Fills up branches from left to right based in the configured number of participants.

Perfect for scenarios that need specific participant counts, like offering a promotion to the first 1,000 customers who sign up for a newsletter.

Remember, the journey split tile supports up to 25 branches, giving you flexibility and precision in tailoring experiences for your audiences.

That’s it for today.

I hope this help.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:
uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to prevent duplicate emails to contacts that share an email address on Dynamics 365 Customer Insights.

Let’s get’s started.

Certainly! Email deduplication is a valuable feature that ensures efficient email management and maintains strong customer relationship. Here’s how it works.

1. Why Email Deduplication Matters:

Higher Engagement: When multiple contacts share the same email address, enabling email deduplication ensures that your message is sent only once to each unique email address. This leads to better engagement rates.

Improved Deliverability: By avoiding duplicates emails, you enhance your email deliverability reputation.
Messages reach recipients who genuinely want to receive them, reducing the risk of being marked as spam.

Preserving Brand Reputation: Keeping customer’s inboxes clutter-free and preventing unnecessary duplicate emails preserves your brand’s reputation.

2. Feature Details:

Enable or Disable: You can enable or disable email deduplication for real-time segment based journeys.

Single Email per Unique Address: With this feature, each message is sent just once to each unique email address within your segments.

Review Duplicated Email Addresses: Use Journey analytics to identify and review any duplicate emails and maintain a positive customer experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Customer Insights} Easily manage customer consent from contact and lead forms

uk365guy

Hello Everyone,

Today I am going to share my thoughts on easily manage customer consent from contact and lead forms.

Let’s get’s started.

The enhanced contact and lead forms in Dynamics 365 Customer Insights empower you to swiftly view and update a customer’s consent. This streamlined approach helps you to effortlessly manage the types of message sent to your customers. Here’s how it works.

1. Comprehensive Consent Management:

Gain a Summary view of the consent provided by each contact or lead.

Understand whether the customer is contactable at a glance.

Modify consent for email addresses, phone numbers and custom channels directly from the contact or lead forms.

This gives you precise control over the type of messages sent to the customer on each channel.

2. Across Channels and Lines of Business:

The enhanced forms allow you to manage consent across every channel and line of business of your organization.

Quickly check if a customer has opted out of all commercial communication from your business.

Explore which topics a contact has opted in or out of receiving across channels like email, text and custom channels.

Get a complete understanding of each contact and lead’s consent preferences in one easy-to-use screen.

By seamlessly managing customer consent through these forms, you can enhance precision, compliance and overall customer satisfaction.

That’s it for today.

I hope this help.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Customer Insights} Build and test Journeys before deploying to production.

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Dynamics 365 Customer Insights build and test journeys before deploying to production.

Let’s get’s started.

In the ever-evloving landscape of customer experience transformation, marketers face the challenge of creating and testing experiences before deploying them to production environments.

To address this, Power Platform Solutions now offer a robust Application Lifecycle Management(ALM) framework. Here’s how it works:

1. Build and Test in Preproduction:

Marketers can create and test customer journeys in preproduction or testing environments.

These environments allow fine-tuning and validation of triggers, segments and other assets.

Ensuring that everything works as expected before moving to production is crucial.

2.Seamless Deployment to Production:

Once the journey is ready, marketers can move it to production in a published state.

The ALM framwork ensures a predictable and seamless transition from development to production.

This minimizes manual intervention and reduces the risk of unintended triggers or activities.

3. Stay Up-to-Date:

Marketers can upgrade their solutions with the latest version of journeys assets.

Deploying the most recent assets in production ensures optimal customer experiences.

By confidently building and testing journeys before deploying to production using ALM with Power Platform solutions, marketers can enhance efficiency, precision, and overall customer satisfaction.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

1

Share this: