- Hi, everyone, thank you so much
for joining us for this webinar today
about how to get started with
Microsoft Dynamics 365 for Marketing.
I am Anantha Ramachandran,
the Global Product Marketing Manager
for Dynamics 365 for Marketing.
This webinar is going to be co-presented
by Shelby Gregory from Coffee + Dunn,
a Dynamics 365 partner.
Shelby, welcome and thanks
for joining us today.
- Hi, Anantha, thank you
so much for having me.
Coffee + Dunn is a Microsoft partner
dedicated to helping our clients
achieve marketing success.
- Great, again, during this webinar,
we're going to be giving
you some high-level overview
about Dynamics 365 for Marketing,
and then Shelby is going
to give you some tips on
how to easily set up this app and also
five things to try to
help you quickly realize
the compelling capabilities of this app
and take the next steps.
So let's understand what
this application is about.
Most businesses, when they
try to increase their revenue,
they struggle in creating demand
or aligning with their sales and
marketing teams to close more deals.
They face typical challenges
when they try to increase demand.
For example, they are not
able to generate enough leads.
Even if they do, they are
not able to nurture them
into a good sales-ready state.
Once the leads are passed
onto the sales team,
they are not having any visibility about
what happens to these leads.
And most of their leads and
customers are tired of receiving
irrelevant emails from
marketing campaigns.
These are some of the challenges
that marketers face when
they try to increase demand.
And businesses need better tools
to align their sales
and marketing operations
so that they are able to close more deals.
Popular industry statistics
like the ones from CEB
that we are showing
here, tell you that about
57% of the B2B purchase decisions
are made before prospects
speak to the salesperson.
49% of the sales representatives
ignore more than half of the leads
produced by the marketing campaigns.
Only 8% of B2B companies say that
they have a good alignment between
sales and marketing teams.
These are critical challenges that
prevent them from closing more deals.
To help such businesses increase demand
and close more deals and drive
digital transformation
within their organizations,
Microsoft offers Dynamics 365,
which is a suite of modern,
unified, intelligent,
adaptable business applications,
purpose-built for many
functions in a company.
For example, we offer
applications for the sales team,
for the operations team,
for the finance team,
for the talent team, service teams.
And during this webinar, we're going to
share information about
Dynamics 365 for Marketing,
which is the solution
offered for marketing teams.
Dynamics 365 for Marketing
is a marketing automation solution
for businesses that have
outgrown basic email marketing.
It can help these businesses to turn
more prospects into
business relationships.
This application can enable marketers
to nurture more sales-ready leads,
align sales and marketing,
make smarter decisions,
and grow with an adaptable platform.
Key capabilities in this application
enable marketers to run
multi-channeled campaigns.
They could generate leads
from email marketing,
from inborn marketing using
landing pages and forms.
They can also create
reusable content blocks
and share with other members
in their organization
to ensure branding consistency
and messaging consistency.
We also offer deep
integration with LinkedIn,
which enables marketers to target
the right audience in LinkedIn
and also bring in another lead within
Dynamics 365 campaign set up.
Once you generate leads from many sources,
marketers can nurture these leads
with a personalized experience
across the buyer's journey.
They can quickly set up a buyer's journey
and guide their leads based on
how they engaged during these campaigns.
The application also offers embedded
intelligent capabilities,
such as using simple filters.
You could target the right
audience for your campaigns.
You could also set up
multiple lead scoring models
to identify and prioritize
leads who are ready to buy.
We also offer event
management capabilities,
which enable you to run both
in-person events as well as
digital events using integration
with webinar providers.
Using this capability,
marketers can run events
and manage things like sessions,
speakers, venue logistics.
It helps organizations
fund events with ease.
We also offer rich reporting capabilities
using our out-of-box dashboards,
and also rich interaction
insights about leads,
which will help marketers to understand
how their buyer's journey is
performing and to find them.
Marketers can also send
surveys to customers
to better understand their needs
and come out with more compelling offers.
Again, the application
is very easy to configure
to make it work for your business
and extend it for your unique needs.
Before we move on and talk about
how to easily set up this application
and what are the five
things that you can try
to quickly understand this application,
I want to play a video that will showcase
how you can set up a buyer's journey
to not only nurture your leads
with personalized experiences
but also how to align sales
and marketing operations
around this buyer's journey.
Let's look at the video now.
- [Narrator] Dynamics 365 for Marketing
helps you plan, automate, and monitor
the full customer journey
as prospects travel
from discovery through nurturing
and onward to become
marketing qualified leads.
You can run automated email campaigns,
plan and promote sales events,
create interactive online forms,
generate and score leads,
collaborate seamlessly with sales,
and much more all in one place.
In this video, we'll
observe the customer journey
as seen by three personas: the marketer,
the salesperson, and the customer.
Let's start with the marketer.
Marketers can quickly create
captivating bulk emails
with the designer tool.
They can drag content
blocks from the toolbox,
stylize content, add text,
add graphics or images,
merge fields, and more.
The designer provides a preview feature
that lets marketers see
how the message will look
in different devices and orientations.
The marketer sets up a customer journey
by arranging tiles on the canvas
to create a sequence of customer
touchpoints and actions.
She establishes who will receive
the marketing communications,
the content within each contact point,
and when each message will go out.
The marketer does one
final check on the email
before the journey goes live.
Marketers can create lead scoring models
that score each lead based on actions
such as email opens, email clicks,
event registrations,
website visits, and more.
When a lead reaches a sales ready score,
a salesperson can pick it up.
Now, let's experience the journey
through the eyes of the customer.
The customer receives an email offer
to join an early access
Xbox Live Creators Program.
She opens the email and
clicks the registration link.
The link takes her to a
landing page that the marketer
designed and published using Dynamics 365.
The customer enrolls in the program
by providing the necessary details
and then waits for the next steps.
Soon afterwards, she
receives an email confirming
that she has been set up for the program.
The email also has helpful
links to onboarding videos
and some other related pages.
Now, let's see the marketers viewpoint
of the customer journey so far.
Here's the lead that's tracking
the customer's interest
in the Xbox Live Creators Program.
The marketer can see that
her score has increased
because she's opened the
email, clicked the link,
and submitted the registration form.
We can also see that
this customer spent time
browsing our website, and
that increased our score too.
At the top of the lead, we can see
that the lead is getting hot,
so it's time for the marketer
to send it to the
salesperson for acceptance.
Now, let's flip to the salesperson
and learn how he views
the customer's journey.
The customer appears on his dashboard
as a qualified lead that the salesperson
can follow up with when the time is right.
Dynamics 365 for Marketing
helps you orchestrate
interactive customer journeys that send
the right messages at the right time
and automatically nurture
your best prospects.
Then it closes the loop
by forwarding qualified
information-rich leads directly to sales.
- Hope you like that video.
I now request Shelby to
share some information about
how to easily set up this application
and what are the five things that
prospects and customers can try
to understand this application
and take the next steps.
Shelby, take it away from here.
- Sure, thank you so much, Anantha.
During this webinar, we're
going to walk through
setting up a free Dynamics
365 for Marketing trial site.
When setting up a marketing trial,
you will also receive a
Dynamics 365 trial as well.
You can install one trial
per Office 365 tenant.
During this demonstration,
we will sign up for a trial,
complete the setup wizard,
and then finally perform
the initial configuration
based on your specific business needs.
Let's go ahead and get started.
Today, we are going to install a trial
on an existing managed Office 365 tenant.
If you do not already
have an Office 365 tenant,
please go ahead and refer
to this sign up for a
managed Office 365 trial tenant
section in the setup guide.
To begin, first go ahead and navigate to
trials.dynamics.com in a new browser.
Scroll down and select marketing,
and then go ahead and
enter your work email.
And then click Get Started.
If you just set up your
managed Office 365 tenant,
you will be given a message
that you already have the trial.
Go ahead and select Ok, got it.
Now we need to go ahead
and accept the permissions,
Dynamics 365 for Marketing
would like to access
your Dynamics 365 accounts,
go ahead and accept
the consent and click the, click Accept.
Your tenant will now
begin setting up a new
Dynamics 365 for Marketing trial.
This may take some time.
After signing up for a trial
for Dynamics 365 for Marketing,
your app is available under
tenant but not yet configured.
You must first run the setup wizard
to sign up and start
using the application.
When the set up is complete,
you will receive an email
with the link to the setup wizard.
Open the email and click Get started.
This will launch the setup wizard.
Most of the settings in your
setup wizard will be permanent.
On the screen, you need
to choose the correct
Dynamics 365 organization to connect to.
Or they will already be selected for you,
but if not, go ahead and select
from the drop-down the
correct organization.
Next, enter a prefix for your portal URL.
All of your portals,
including marketing pages,
descriptions, and event
portals and surveys
are hosted on a Dynamics 365 server
which uses a Microsoft-owned domain name,
plus the sub domain that you enter here.
Make sure you're choosing
a unique sub domain
that your visitors will recognize,
that is your organization's name.
When you're finished, go
ahead and click Continue.
Next, Dynamics 365 for Marketing
needs your consent to proceed.
Go ahead and read all of these
and then click the
checkboxes when you're ready.
They also need your organization's
physical street address.
Note that this physical
street address is required
for all email marketing messages.
When you're finished, click Setup.
Your app has now began setting up.
This may take about half an hour or more
to actually set up the new marketing app.
So far, we have signed up for the trial
and completed the setup wizard.
Let's go ahead and move on
to the initial configuration
now that our setup is complete.
Go ahead and click Take me to the app.
To fully set up and utilize the system
based on your business
needs or requirements,
you may walk through this
initial configuration section
and configure some of the most important
organization in the business, management,
marketing, event, other setting.
These are recommended
initial configuration items.
You can definitely skip any of these items
or configure the system
further at any time.
When entering the app,
you'll see this home screen,
you can watch some videos,
go straight to the app,
or go back to your installation setup.
When you're ready, go
ahead and click Continue.
In the navigation, click the Site Map.
Click the three dots to
navigate to Settings,
and then Advanced settings.
Here is where we will begin to
set up our organization setting.
Under user management,
you can manage your users
and assign roles to them.
Go ahead and open a user.
Notice at the top, you
have a manage roles button.
Select that and then go ahead
and assign roles to them.
Users can be assigned multiple roles.
When you're finished, click OK.
If you want to customize
these roles even further,
you can do so in the
Microsoft Dynamics 365 tab.
Next, let's go ahead and take
a look at managing our teams.
In the manage team section,
you can create a team
or group of users to share and
collaborate all business records.
Users may be associated
with multiple teams.
Let's go ahead and
click into one of these.
So notice that we already have
a Contoso marketing trial team set up,
and all of our team members
are already applied.
If you wish to remove any of these people,
you can remove them here.
And then if you need to
add an existing user,
go ahead and click Add Existing
User and look up the record.
Next, you can go ahead and
set up your fiscal year.
A fiscal period defines a time
reflected in financial reports.
It is used for reporting
financial data in each period.
Next, let's go ahead and move on
to the business management settings.
Under duplicate detection, you'll notice
that this feature is already enabled.
If you want to detect your
duplicate and suppress them,
you do not need to disable this feature.
Let's go ahead and move on
to the marketing settings.
In the marketing settings,
you may configure
your landing page details,
your matching strategies,
setup defaults for the marketing emails,
choose time zones for customer journeys,
edit customer insights, sync items,
and enable data protection tools.
Let's go ahead and take a
look at our marketing pages.
Otherwise, those are our landing pages.
This is where you can
set up a privacy banner,
set hosting defaults,
and configure defaults
for how a status is submitted
through your landing page form.
Data is matched to existing
contact or linked records.
In the customer insight sync
you can use which database is used by
Dynamics 365 for Marketing
to replicate the customer insight.
This feature make their resource
and template features so
make sure you're only choosing
one that you actually need.
Notice that you have some
already preselected for you,
and these are the areas that Microsoft
Dynamics 365 for Marketing
app is actually using.
Let's go ahead and move on to
the default marketing settings
This is where you can
get different defaults
used throughout the app,
you can store as many
setting sets as you want,
but like other settings,
the only one marked as default is active.
Under the marketing email tab,
you can set defaults for your
marketing email messages.
You will be able to
override these defaults
for individual messages, but
it will be more convenient
for users if you can go ahead and set
the most used values up, right here.
So select your default content settings,
your default contacts, and
your Litmus integration.
Under the customer journey tab,
you can go ahead and choose
the default time zone
that you will use when starting
and stopping your customer journeys.
In the double opt-in tab, this helps you
enable the processes that
makes sure contact enrollment
and subscription list is intentional
and the supplied email address
is actually legitimate and functional.
When contacts sign up for
a new subscription list,
the contact will be asked
to confirm your request
by clicking on a link
sent to the email address.
So here, you would enable
it and then go ahead
and identify the subscription centers
and the consent marketing
email that you have want.
Also the thank-you pages
and thank-you-page consent.
For more information on the double opt-in,
go ahead and refer to
your trial setup guide.
In the data protection tools area,
this is where you can actually
enable data privacy features
for Dynamics 365 for Marketing.
By enabling data privacy features
in Dynamics 365 for Marketing,
this helps organizations comply with
GDPR regulations in the European Union.
The GDPR features are disabled by default,
so that you need to create
a new GDPR record to
enable these features.
Please go ahead and refer to the setup,
the trial setup guide for
more information on this.
Down below, we have
just a few more features
to go ahead and set up, in
the event management area,
this lets you set up the connections
to your webinar provider accounts.
You may set up at least
one webinar configuration
to enable this webinar feature.
Currently, On24 is the
only webinar provider
that can be configured out of box.
Please refer to the setup
guide for more information
on how to configure the
webinar integration.
Back at the event administration settings,
you can set up auto generate email options
and templates for event registrations.
For more information on how to do this,
go ahead and navigate to the
trial setup guide for specific details.
Now, we need to go ahead and
set up our content settings.
Navigate back to marketing,
scroll down on your templates,
and select Content settings.
Content settings hold common values
such as subscription center
and physical mailing address
that you can place into
an email marketing message
as dynamic text by using a systhetic.
Upon setting up your Microsoft
Dynamics 365 for Marketing,
a default content setting should
automatically be populated.
You may either edit the existing
one or create a new one.
You may create as many
content settings as you need.
If you want to edit an
existing live content setting,
you must actually stop and
edit the content setting,
and make sure to go live again.
We've just completed
signing up for the trial,
completing the setup wizard,
and configuring the system.
So now that we've setup
your Dynamics 365 for Marketing app,
we have five things to try.
First, we're going to walk with
creating a marketing email.
Next, creating a marketing form,
and then embedding that
form on a marketing page.
Then we're going to walk
through creating segments
so go ahead and use to begin
building a full customer journey.
All of the things that we have
or that we will walk through,
emails, marketing pages,
marketing forms and segments,
we will utilize those pieces
to build a full customer journey.
And then after that, we will go ahead
and take a look at the insights that
Microsoft Dynamics 365 for
Marketing generates for us.
Let's go ahead and dive
into marketing emails.
Let's go ahead and navigate
back to the marketing homepage.
Click on the navigation and
navigate to marketing emails.
Notice that you already have some
marketing emails created in the system.
When you're ready to create
a new one, click New.
When you create a new
email, a new marketing page,
or a new journey in this system,
a template library will appear.
From here, you have the options to
use one of these templates
based on the specific purpose
that you are creating your
marketing journey for.
You can choose a new client or
lead nurturing, upcoming event, welcome.
Let's go ahead and choose
one and then click Select.
So now that we've selected our template,
let's go ahead and give our
template, our email a name.
For this scenario, we're
going to direct our contacts
to a white paper to download.
Next, we need to give it a subject.
And then flip over to the summary tab.
From here, we can see that our from name
and from email address
is already populated.
If you wish to change
this, you can go ahead
and make those changes from here.
Let's go ahead and flip
back to our design tab
and begin designing our email.
Click Full screen to
blow up this designer.
Notice that we already
have our email design
already created for us since
we selected that template.
Over here on the right,
we can drag and drop
some of these design elements such as
text, image, divider,
buttons, marketing pages,
events, or surveys, into
this actual email design.
Let's go ahead and just replace
some of the elements that we already have.
In this image block,
we can double click it
and open the properties pane.
From here, you can replace the source
if it's a publicly available image.
Or you can actually replace the
image from the image gallery
If you don't already
have the image uploaded,
you can upload your picture.
You can drag and drop it or click Browse.
Or you can go back into your library
and select the image
and then click Select.
From here, you can go ahead
and change the alt text,
the link, the alignments, and the height.
On the styles tab, we
have the option to change
the style of the email, such
as the outer backgrounds,
the inner backgrounds, the font
family, the body text size,
the colors, and the direction of the text.
If we scroll on down, we can go ahead
and edit the content of this email.
Let's go ahead and give it a header.
If you need to go ahead and
change any of these text,
you don't need to have any HTML knowledge.
You can do it straight from
this editor right here.
You can change the size.
We could easily edit this button.
We can edit the link, we can
make the tracking available,
and we can add the background color,
and the hover color, as
well as the text color.
If you want to make any
HTML changes to this email,
you can navigate to the HTML tab
where you can access the HTML source,
and then you can jump from the
drag-and-drop editor to the HTML editor.
Now that we're finished,
let's go ahead and preview our email.
From here, we could preview
our email on multiple devices,
a desktop, tablet, and mobile device.
When you're finished editing
and previewing your email,
let's go ahead and navigate
to the inbox preview.
If you do have Litmus turned on,
you would be able to preview this email
in different email clients and browsers.
Go ahead and click the X.
And now we will begin, we are
ready to check for errors.
So the system will run through
a series of error checks.
It will make sure that you're compliant
with CAN-SPAM laws, you have your subject,
your from name, your from email,
your from address, all
of your content settings
that they're actually in the email design.
When it's finished, it will receive,
it will give you a notification,
you can click on that,
and we can see that there,
no errors were found.
So now I'm actually able and
ready to go live with my email.
So I've designed my email
and now I need to go live with it
to make it available
in a customer journey.
If you do wish to make
changes to this email
once it's online, you can
easily stop this email,
and make changes, once you have actually
stopped this email though,
it will not be available
in the customer journey to be sent out.
So now that we've gone ahead and designed
our marketing email to
try to get people to
click on the button to
download our white paper,
let's go ahead and
design our marketing form
so that we can embed it
onto the marketing page.
So navigate to marketing forms,
click New, here we can
select a form template.
Let's go ahead and just select
the first one and then click Select.
First, we need to go ahead
and give this form a name.
Notice that you can select
just one type if needed.
This is for sure landing
page, we're going to keep it.
Now we will navigate to the summary area
and make sure that all of our
required fields are filled out
our name, the owner, our
contact matching strategy,
our lead matching strategy,
so now we're ready to
begin designing the form.
So notice that the first
name, last name, email,
and some other fields are
already pulled into this form.
Over here on the right, you can pull text,
images, dividers, call-to-action buttons,
reset button, captchas,
and submit buttons.
You can also pull in
different fields as well.
The fields over here are
the out-of-the-box fields,
but if you do need to create new fields,
you can do so right from this area.
Let's go ahead and pull
in one of these fields,
such as zip code and drag
and drop it into our form.
On the field properties,
we can change the label to
maybe just zip or postal code.
If you do want a
placeholder for it such as
like you're seeing over
here on these other fields,
you can go ahead and put one.
If this is a required field,
you can select Required.
And notice the red asterisk
is now available on the field.
Let's go ahead and
change our submit button
to download now
and then remove our clear button.
Since we are going to be embedding this
on a marketing page,
let's go ahead and
delete our form heading.
If you do want to make
any other CSS changes
or HTML changes to this
form, you can toggle over
to the HTML tab and make any HTML changes.
We can preview this form, and
then when you're finished,
click out of it, and then
let's go ahead and save it.
Now we can check for errors,
you'll see that there are two errors.
To create a contact, the last name field
should be included in your
form and marked as required.
So let's go ahead and
navigate to our form designer
and click on our first name field,
and scroll down and make
sure it is a required field.
And do the same with our last name.
Now let's click Save and
then check for errors.
No errors were found, so
now we're ready to go ahead
and create our marketing
page for this one to live on.
So navigate to marketing pages,
click New,
and just like in the
email marketing section,
you have your marketing
page template library here
selected for you, go ahead and select
a marketing page template
and then click Select.
This designer is the exact same one
as the email marketing message designer.
So you have your designer,
your drag-and-drop designer,
your HTML area as well,
and then your preview area.
On the drag-and-drop designer,
you have the ability to
pull in certain toolbox elements here,
your text, your image,
divider, button, and a form.
Let's go ahead and just take
a look at bringing in a form.
So you can drag and drop this in here
and since our template already has one,
let's go ahead and just
double click into the form,
and then we can look up the
form that we just created,
select it,
down below here, we can
begin to define the submission behavior.
Go ahead and select a
confirmation message.
So once somebody actually
submits this form
from a landing page or
from this marketing page,
you can enter a confirmation message.
If they maybe didn't
submit all of the fields
that were required or something happened,
you can go ahead and
enter an error message
and limit exceeded message
and a redirect URL.
When you're finished
editing this marketing page,
you can save it,
actually first, let's go
ahead and give it a name,
and then click Save.
So once you've saved your marketing page
and has passed all of its errors,
you can then press Go live, and this page
will now be available in
the customer journey area.
Now let's go ahead and
take a look at creating
a segment for our customer journey.
Navigate to segments,
go ahead and create new.
First we need to enter
the name of the segment.
You can choose if you
want this segment type
to be dynamic or static
or a compound segment.
Let's go ahead and choose a
dynamic segment for this example
and then let's hop over
to the definition tab.
From here, we can begin
to use the designer,
the flow, or the query tabs,
to build out our segment.
Let's go ahead and just
stick with the designer tab.
Here, we can select contacts
or we can close this
and choose to query off
of accounts, events,
leads, marketing list,
sessions, and surveys.
You can also query off of
different relationships.
Let's go ahead and just query on contacts.
Next, we can query on a contact
field such as company name,
and then here, you can choose to query on
if it contained a certain company name,
if it begins with, if it is
exactly that company name.
Let's do contains and then start typing
the name of our company name.
And I can begin to add more criteria here
to further build out this segment.
But for today's purposes,
let's keep it very simple,
and then click get segment size.
So right now, it's estimating
the size of my segment.
Since this is a trial site, there's not
a lot of data in here,
but it has gone ahead
and estimated a few contacts for me.
I'm going to go ahead and click Save.
Notice that your segment cannot contain
special characters or spaces.
Let's go ahead and just remove the space
and then click save.
Now we can check for errors
and then press Go live.
So our segment is now live
and it is now available
in our customer journey, so let's go ahead
and build out our customer journey.
From the navigation, scroll
down to customer journeys.
Here, we can create a new journey.
Just like the email marketing
area, the marketing page,
and the marketing form area,
we do have this journey template
that we can go ahead and select
a pre-made journey for us
or we can add our own templates as well.
Let's just select a simple email journey.
So here, we can create a
multiwave and multistage
customer journey, for our purposes today,
we were creating emails to try to get
somebody to download a white paper.
So we had our email, our marketing form
that was embedded onto our marketing page,
and then we have our segment.
So let's go ahead and just begin to
defining out this journey.
So over here on the right,
we have our toolbox.
Let's go ahead and drag a marketing page
and then we can scroll down here.
We have some actions, we can launch
workflows if we want to,
we can target some segments
or somebody with, a record
was updated, we can do that.
For today's purposes, let's
just have it triggered here.
So we're building out a
scenario that if they have
opened this email into this marketing page
and actually submitted that form
on the marketing page,
we are going to send them
specific content based
on if they did that.
So let's do a confirmation
email with the white paper,
and then if they did not,
maybe we, um, do an activity.
Alright, so now that we
have our flow created,
let's go ahead and zoom out a little bit.
We have our segment, email,
marketing page, and triggers.
We can go ahead and click into these areas
and begin to define out
each of these tiles.
So click on the segment and
then click on properties.
And here you can name them,
search for the segment.
Remember, all of these entities
actually have to be live
for you to be able to search for them.
Next, we can go ahead
and define our email marketing message,
so we can give the title a name.
Select the email marketing message.
It's important when you
are, I'm creating these
that you kind of use the
same naming convention
cause it makes it a lot easier when you're
pulling them into the
journeys to find them.
Now we can begin defining our trigger.
So for this particular trigger, we want to
add a new rule based on a certain source.
So if they downloaded, if they selected
the Content Download
page and they actually
submitted the form on the
Content Download page,
we want to give them five
days to actually do that.
Let's go ahead and name the trigger,
and then keep moving on.
So here, you can insert a new email
if you already have one created.
And then on our activity type,
we can follow up with a certain activity,
maybe a task for our salesperson.
Or we can just say a phone
call or an appointment
or maybe we're not ready for this
so we can go ahead and delete it.
So if you click on this tile right here,
you can click the trashcan
and easily delete that.
Now that we've begun defining
out our customer journey,
we filled out all of the tiles here,
let's go ahead and close
it and check for errors.
The customer journey
does have some warnings,
so we can begin to scroll down
here into the designer area
or the canvas and look at which
tile actually has a warning.
So it's telling us that we've used
the same email messages multiple times.
If you already have one created down here,
you won't have to do that,
but today, we want to,
we're okay with that, so we
can actually go ahead and
go live with the same email message.
That one is just a natural
warning not a full error.
So now our journey has gone live,
and it is now beginning to send out emails
to that particular segment,
and bringing those customers
through this journey.
So let's go ahead and take a look at what
a live customer journey looks like.
Go ahead and navigate to a live journey.
In the dropdown here, go
ahead and select insights.
In here we can see how many people
have been processed through this journey,
how many people have received emails,
how they've interacted with our triggers.
So here we can see 13 people
are processed through it,
and they've split based on
the trigger set up here.
So five have gone down the yes path,
seven have gone down the no path.
If we navigate to the
insights area over here,
we can change the time
frame for this journey
and see their responses, the total sents.
We can view the interactions here.
Let's go ahead and just
navigate back to this journey
and click on one of these tiles here
and see more information
about each of these tiles.
So on the email tile,
we can see specific KPIs
relative to this specific email.
So here, we can see the
delivery rate, the open rate,
the click rate, the soft
bounces, hard bounces,
and we can click view details to see
more information about this
specific marketing email.
So you can do this with
each of those tiles there
with the emails, the pages, et cetera.
So here, we can see all of the open rates,
click rates for this particular email.
You can filter by date
range and begin to see
more metrics and insights
related to this specific email.
So today, I walked you through
how to create an email,
how to set up a marketing form,
how to embed that form
into a marketing page,
how to create a segment, and then
how to use all of those pieces
to build a full customer journey
to send out emails,
direct to your contacts
to landing pages and begin
to generate more leads
and bring them back into the
system to view those insights.
- Thank you so much,
Shelby, for sharing the
easy steps to set up this app
and also apply a few capabilities
to understand the compelling
capabilities of this application.
That was a good demo, thank you again.
- Thank you so much for inviting me.
- So we now request you
to visit our webpage,
to learn more and try this application.
More information about how
to use this application
is available in our user
guides and help documentation.
If you want to talk to a Microsoft expert
or a Dynamics 365 partner,
please connect with us.
We want to enable every business
to drive digital transformation
and grow their business.
Dynamics 365 for Marketing can help you
turn more prospects into
business relationships.
Thank you again.
