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{Do you know} Accelerate journey creation using journey templates on Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on the accelerate journey creation using journey templates on Dynamics 365 Customer Insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, you can use journey templates to streamline and accelerate the creation of customer journeys for common use cases like lead nurturing, onboarding, or product promotions.

Templates provide a pre-configured framework that you can customize, saving you time and effort when creating new journeys.

How it works:

1. Accelerate Journey Templates:

Go to Customer Insights. > Journeys in the application.

Choose from a variety of pre-built templates(e.g “welcome email series”, “lead nurturing”, or “abandoned cart recovery”).

2. Customize the Template:

Modify Step: Each template includes predefined steps like email sends, wait conditons, and decision points. You can easily adjust these steps to suit your specific business requirements.

Add Segments: Customize the template’s audience by adding or modifying customer segements based on target market or campaign.

Edit Emails and Content: Replace the default content in email sends with your own branding, copy and links.

3. Save and Deploy:

After customization, you can save the journey template as a new unique journey and launch it to your audience. The system automatically sets up the flow, triggers and actions.

Example: Lead Nurturing Journey Template:

Start with a Lead Nuturing template where the first step is an email introduction to your product.

Add a wait step for 3 days, followed by a follow-up email to re-engage the lead.

Include a decision point that checks if the lead clicked on the email link. If yes, send a thank you email, if no, send a discount offer.

Benefits:

Faster Setup: Templates provide a predefined structure, cutting down the time to create new journeys.

Consistency: Templates ensure your marketing efforts are consistent and follow best practices.

Customization: Easy to tweak steps, emails and audience criteria to fit specific campaign goals.

In essence, journey templates in Dynamics 365 Customer Insights help you quickly design and implement customer journeys while maintaining the flexibility to customize them for different business needs.

That’s it for today.

I hope this helps.
Malla Reddy Gurram(aka @UK365GUY)
#365blogpostsin365days

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{Do you know} Boost participation simplify planning with session based registrations in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on boosting participation simplify planning with session based registrations in dynamics 365 customer insights.

Let’s get’s started.

The boost participation & simplify planning with session-based registrations feature in Dynamics 365 Customer Insights – Journeys enables event organizers to offer attendees the flexibility to select sessions within an event. This approach enhances user engagement and streamlines event management.

Key features:

Session – Level Registration: Attendees can choose from multiple sessions within a single event, such as different time slots or topics. This customization allows for a more personalized experience.

Enhanced User Experience: By allowing attendees to select sessions that fit their schedules, the likelihood of higher registration numbers and attendance rates increases. Personalized communications can be sent to users based on the session they’ve chosen, ensuring relevant reminders and engagement.

Simplified Event Planning: Organizers can better anticipate the number of attendees for each session, allowing for effective resource allocation and logistics planning, This leads to more efficient event execution.

Setting Up Session – Based Registrations:

1. Enable Session -Level Registration:

Navigate to Settings > Feature switches.

Activate the “Enable session level registration in Real -Time Journeys”.

2. Configure Event Sessions:

Create a new event or edit an existing one.

Go to the Agenda tab and add sessions using the calendar or grid view.

For each session, set details such as title, description, date, time and capacity.

3. Customize Registration Form:

In the Website and Form tab, enable ” Allow attendees to register for sessions”.

Decide if attendees can select multiple sessions or just one.

Ensure the registration form includes the Sessions element to display available sessions.

4. Publish and Monitor:

Publish the event and monitor registrations.

View and manage session registrations through the Registration and attendance tab.

By implementing session-based registrations, organizations can offer a more flexible and engaging experience for attendees, leading to increased participation and more efficient event management,

That’s it for today.

I hope this helps.
Malla Reddy Gurram(aka @UK365GUY)
#365blogpostsin365days

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{Do you know} Controlling how fast customers can enter a journeys in dynamics 365 customer insights

uk365guy

Hello Everyone,

Today i am going to share my thoughts on controlling how fast customers can enter a journeys in dynamics 365 customer insights.

Let’s get’s started.

In Dynamics 365 Customer Insights – Journeys, a journey rate limiting feature has been introduced to help marketers to help marketers control the flow of customer entering a journey.

This functionality is particularly useful when engaging large audiences, as it prevents overwhelming resources like call centers or websites by spacing out customer entries over time.

Key features of Journey Rate Limiting:

Set Entry Limits: Define the maximum number of customers allowed to enter a journey per hour pr per day. This ensures a steady and manageable flow of participants.

Schedule Entry Days: Specify which days of the week customers can enter the journey, allowing for strategic planning aligned with operational capacities.

How to Configure Rate Limiting:

Navigate to your Journey within the journey designer interface.

Select the Entry Tile:

Click on the entry point of your journey to highlight it.

Adjust Settings:

In the toolbar, select the Settings tab.

Here, you can configure the rate limit by specifying the number of customers permitted to enter per hour or per day.

Choose the days of the week when entries are allowed.

Import Considerations:

Applicability: This feature is currently available only for one-time segment- based journeys. It does not apply to recurring, ongoing segment-based or trigger based journeys.

Entry Behavior: When a rate limit is set, the initial batch of eligible customers enters the journeys upon activation. Subsequent batches enter at the defined intervals(hourly or daily) until all have been included.

Burst Entries: The rate limit controls the number of customers entering per interval but does not distribute them evenly within that period. For example, if 60 customers are allowed per hour, all 60 may simultaneously rather than one per minute.

Quiet Times Impact: If the journey includes quiet periods during which messages are not sent, customers may still enter the journey and have their messages queued. Once the quiet period ends, all queued messages are sent immediately, which can temporarily exceed the configured rate limit.

By utilizing journey rate limiting, organizations can effectively manage customer engagement, ensuring that support services and infrastructure are not overwhelmed by sudden influxes of customer interactions.

That’s it for today.

I hope this helps.
Malla Reddy Gurram( aka UK365GUY)
#365blogpostsin365days

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[How to] Deliver common experience to multiple audiences with single journey in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on delivering common experience to multiple audiences with single journey.

Let’s get’s started.

To deliver a common experience to multiple audiences within a single journey using Dynamics 3675 Cusotmer Insights – Journeys, you can now include multiple sgements in a sing;e journey. Here’s how:

1. Create Multiple Segments: Define distinct audience segments based on criteria such as demographics, behaviors or engagement levels.

2. Design a Unified Customer Journey: Within Dynamics 365, navigate to Engagement > Journeys and create a new journey.

3. Add multiple Segments to the Journey: In the Journeys Entry settings, select and add the previously created segements. This allows members from all chosen segments to enter the same journey flow.

4. Cusomize Shared Experiences: Design the journeys steps – such as emails, messages and events. that all segment members will experience, ensuring consistent messaging across audiences.

By considering multiple segments into a single journey, you streamline management and ensure a cohesive experience for diverse audiences

That’s it for today.

I hope this helps.

Malla Reddy Gurram(aka UK365GUY)
#365blogpostsin365days

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{How to} Personalize messages and make journey decisions based on web interactions

uk365guy

Hello Everyone,

Today i am going to share my thoughts on how to personalize messages and make journey decisions based on web interactions.

Let’s get’s started.

Let’s see an example of how you can personalize messages and make journey decisions based on web interactions in a customer engagement scenario using Microsoft Dynamics 365 Customer Insights – Journeys.

Scenario: An E-commerce Business Promoting a New Product

You run an online store and want to personalize customer engagement based on their web interactions with a new product page.

1. Web Interactions Tracking Setup:

Use D365 Real – Time Journeys to track user interactions on the website.
Implement a tracking script on the product pages to capture visits and egagement.
Store interaction data in Customer Insights profiles.

2. Customer Journey with Decision Points

Trigger Customer visits a product page

When a customer visits the page, they enter a journey.

Decision Point: Customer Interaction Type

a. If the customer clicks ” Add to cart” but doesn’t purchase -> Send a follow – up email.

Personalized Message Example:

Hey [Malla} , you left something in your cart! Complete your purchase today and enjoy free shipping.
[Complete Your Purchase].

b. If the customer scrolls through the page but doesn’t take action -> Send a product education email.

Personalized Message Example:

Hi [MALLA REDDY] Wondering if [ IPHONE 16] is right for you? Here’s how it can help![Read more]

c. If the customer abandons checkout -> Send a discount offer

Personalized Message Example:

Hey[Malla Reddy], we noticed you were about to checkout but didnt complete your order. Here’s a 10% off coupn just for you.
[Use Code: Save10]

d. If the customer purchases -> Send a thank – you email + future upsell

Personalized Message Example:

Thank you for your purchase, [Malla Reddy] We appreciate your support. Here’s a special offer on related products.
[Shop more]

3. Automating in Dynamics 365

Use Customer Journeys to automate these messages

Leverages real – time marketing triggers for website visits, cart abandonment and purchases.

Personalize message using Dynamic Content Tokens (e.g.[Malla Reddy], [IPHONE 18]

Outcome:

Increased engagement with tailored messages.
Higher conversations with timely follow-ups.
Better customer experience through relevant interactions/

That’s it for today.

I hope this helps.

Malla Reddy Gurram(aka UK365GUY)
#365blogpostsin365days

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