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Tag: #365blogpostsin365days

{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights.

Let’s get’s started.

Dynamics 365 Customer Insights – Journeys allows businesses to automate event communications before and after an event to maximize engagement and improve attendee experience. This process is managed through Real-Time Journeys, Segmentation and Automated Messaging.

1. Pre-Event Communications (Before the Event)

Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.

Steps to Set Up Pre-Event Communications:

1. Create a Customer Journey for Event Attendees

Go to Real-Time Journeys in Dynamics 365

Select New Journey and define the event audience (e.g registered attendees, VIP guests).

2. Automate Confirmation Emails & Calendars Invites

After registration, an automated emails is sent with:

Event details (date, time, location, virtual link).

A calendar invite for easy scheduling.

3. Schedule Reminder Emails or SMS

1 week before: Send an email with the event agenda and speaker details.

1 day before: A reminder email or SMS notification to minimize no-slow.

4. Send Pre-Event Surveys(Optional)

Collect attendee preferences via Microsoft Forms integration.

Segment responses to personalize the event experience.

2. Post Event Communications (After the Event)

Objective: Gather feedback, nuture leads, and continue engagement after the event.

Steps to Execute Post-Event Communications:

1. Send a Thank-You Email

Immediately after the event, an email is sent to thank attendees.
Include event highlights, key takeaways, or special offers.

2. Distribute Event Recordings & Materials

Provide recorded sessions, presentation slides and other resources via a link.

3. Collect Feedback with Post -Event Surveys

Automate a survey email asking attendees for feedback on the event.
Use Power Automate to store survey results in Dataverse for future analysis.

4. Nuture Leads Based on Event Engagement

Segment attendees based on participation levels (e.g., active participants vs passive viewers).
Enroll engaged attendees into a follow-up nuture journey, offering product demos or next steps.

3. Execution & Automation Using Dynamics 365

Use Pre Built Event Templates: Simplify the setup process with templates for common event journeys.
Trigger – Based Automation: Emails and messages are sent automatically based on attendee actions.
Real-Time Analytics & Reports: Track open rates, attendees trends and engagement insights in Power BI.

Benefits of Automated Pre & Post -Event Communications

High Attendance & Engagement – Reminders and pre-event content keep attendees informed.

Seamless Experience – Automation ensures no manual follow-ups are needed.

Improved Event ROI – Follow – ups convert attendees into leads, maximizing post-event opportunities.

By setting up pre-event and post-event communications in Dynamics 365 Customer Insights, businesses can create a fully automated, personalized event experience that drives better engagement and long-term relationships.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@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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{Do you know} How to refine email content in running journeys on dynamics 365 customer insights

uk365guy

Hello Everyone,

I hope everyone is well.

I took a month break after continous 365 days blog posts for a year.

Starting again:

Today I am going to share my thoughts on how to refine email content in running journeys on dynamics 365 customer insights.

Let’s get’s started.

You can refine email content in running journeys on Dynamics 365 Customer Insights without interrupting the customer experience or creating a new version.

Here are some key features and steps to help you:

1. Seamless Editing: You can easily edit the content, layout. links, buttons or dynamic elements in your email messages while the journeys is running.

2. Personalization: Use the email editor to add personalized data dynamically. This can include information unique to each recipient, enhancing engagement.

3. Link Management: Track the performance of your edited links and compare them to the original to optimize engagement and conversion rates.

4. Rich Media: Add feature rich links to documents, videos, surveys events and more directly from the asset library.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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