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Tag: #customerinsights

{How to} Create Journey with Copilot Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to show how to use Copilot to create a Journey in Dynamics 365 Customer Insights.

Let’s get’s started.

When you login into Dynamics 365 Customer Insights and try to create a Journey then a popup will appear on the screen.

You can ask Copilot with simple statement and send then Copilot will provide you with the Pre Journey created for you.

Lets say i have asked Copilot:

Send an Email to Account Manager when a customer clicks on Marketing Email.

Then it will asks for choose a trigger and Multiple types of audience found, choose one for the journey.

Choose trigger and types of audiences from the lookup and drop down.

Then click on Submit button.

Then preview will be displayed see below screenshot:

Once you are satisfied then click on the Create Journey.

Choose your criteria from the left of the screen:

If you want to exclude by segements you can do so by lookup on the Exclude by segements lookup.

Repeat: You can set when journey should trigger when someone triggers this journey set like:

Immediately
Never
After

Schedule:

You can time zone.

Start date and end date.

Once you done your configuration you can click on SAVE AND PUBLISH the Journey.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to } Manage client consent from leads and contacts forms in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on manage client consents from leads and contacts forms(preview) in Dynamics 365 Customer Insights.

Let’s get’s started.

The enhanced contacts and lead forms empower you to swiftly view and update a customer’s consent, streamlinig the management of message types sent to your customers.

The comprehensive view provides a centralized location for handling consent across all channels and lines of business within your organisation.

Here are the key features:

1. Summary View: Quickly assess the consent provided by each contact or lead to determine if the customer is reachable at a glance.

2. Easy Modification: Modify consent for email addresses, phone numbers, and custom channels directly from the contact or lead forms. This control allows you to tailor the type of messages sent to the customer on each channel.

3. Granular Insights: Dive into the consent provided for each compliance profile configured for your organization. Understand customer consent preferences for each line of business.

Effortlessly manage customer consent and stay compliant with ease!.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{Do you know} Dynamics 365 Customer Insights would consider business days five or seven days

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the Dynamics 365 Customer Insights working days as five or seven days.

Let’s get’s started.

In Dynamics 365 Marketing, the concept of business days typically aligns with Standard working days, which are Monday through Friday. Let’s break it down:

1. Entity -Level Calendars:

When you open an entity like events, customers journeys or the main marketing calendar, you’ll see a list view where you can switch between the calendar view and list view.

Relevant records (such as events or sessions) are plotted on the calendar based on their scheduled dates.

This types of calendar provides a system view selector for filtering the record shown.

2. Room-Level Calendars:

These calendars appear while viewing a specific record(e.g., a specific event).

They are integrated into the form view and might appear in their own tab or as a section alongside other settings.

Form-level calendars can only show and create records of one type of entity and are often related to the specific record where they appear.

3. Room-Reservation Calendar:

Specifically for event records, the room reservation calendar shows all room reservations assigned to the displayed event and its sessions.

Unreserved rooms are not shown, and the calendar is read-only( no session or reservation creation here).

4. Speaking Engagement Calendar:

For speakers records, this form-level calendar displays all speaking engagements associated with the currently displayed speaker.

5. Custom Calendars:

System customizers can add custom calendars to nearly any entity or form.

These custom calendars can extend the funtionality beyond the basic types described above.

Now, regarding processing times, most requests within Dynamics 365 Customer Insights are typically handled in about three business days once all necessary information is available.

So, whether it’s configuring marketing calendars or handling other tasks, keep those business days in mind!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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{How to} Real time marketing customer journey send email notification to the manager based on customer clicks email on Dynamics 365 Marketing

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to send email notifications to the account manager based on the customers behavior.

Let’s get’s started.

To set up real-time email notifications for the manager based on customer clicks in Dynamics 365 Marketing, follow these steps:

1. Create a Trigger-Based Journey:

Navigate to Outbound marketing > Marketing Execution > Customer Journeys.

Click New on the command bar to create a new customer journey.

Choose to start from scratch.

In the customer journey designer, assemble the pipeline that defines each step of the journey.

2. Set Audience and Trigger:

Select Set audience (or click the “+” button).

Choose a segment that includes the contacts you want to target with your campaign. Ensure this segment contains fictional contacts with valid email addresses.

Add a trigger to the Journey. For example, you can use the Email link clicked trigger.

3. Create an Email Activity:

Add an Email tile to your journey.

Configure the email message you want to send. you can use a previously designed and published marketing email.

In your email. define all the links in a custom way using the CloudPageUrl function. Use this function with two parameters:

The ID of your Cloud Page.
The URL to redirect to.
An eventDefinitionName (e.g., “followupEmail”).

Example:

Click here

4. Send Email Notification to the Manager:

Add an Email tile after the trigger.

Configure this email specifically for the manager. Use the appropriate email address for the manager.

Notify the manager about the customer interaction by including relevant details in the email content.

5. Test and Activate:

Test your customer journet thoroughly to ensure it works as expected.

Once satisfied, activate the journey to start sending real-time email notifications to the manager based on customer interactions.

Remember that real-time journeys allow you to engage customer promptly when they interact with your emails.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

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