Menu Close

Tag: #365blogpostsin365days

{Customer Insights} Improve engagement and compliance with double opt-in

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Improving engagement and compliance with double opt-in.

Let’s get’s started.

Double opt-in is a powerful strategy for enhancing both engagement and compliance in your email marketing efforts.

Let’s delve into the details:

1. Why Double Opt-in Matters:

Higher Engagement: When subscribers actively confirm their subscription, it indicates genuine interest. This leads to better engagement rates.

Improved Deliverability: Double opt-in ensures that your emails reach recipients who genuinely want to receive them, reducing the chances of being marked as spam.

Compliance: While not always legally required, double opt-in aligns with best practices and helpss you stay compliant with regulations like GDPR.

2. Setting Up Double Opt-In:

Existing Customer Base: If you have an existing customer base, assume they’ve already opted-in. Update their unsubscribed attribute to “false” and implement a Sunset Policy to remove non-engaged profiles regularly.

New Subscribers:

Sign-up Form: Include a sign-up form on relevant pages (homepage, sales, pages, checkout, etc). Collect not only email addresses but also other demographic data for personalization.

Sign-up Confirmation Page: Clearly communicate that further action is needed after form submission.

Double Opt-in Campaign and Email:

Trigger a campaign in your system (e.g., Customer.io) based on form completion.

Send a confirmation email immediately, emphasizing the need to click the confirmation button.

Upon confirmation, update the unsubscribed attribute to “false”.

Optinally, track confirmation status with a custom attribute.

If no confirmtion within two days, send a reminder. After two attempts consider removing non-confirmed profiles.

3. Best Practises:

Transparency: Tell subscribers what to expect.

Subject Line Clarity: Clearly state your purpose.

Incentives: Encourage confirmation.

Customization: Allow subscribers to customize preferences.

Easy Opt-Out: Always provide easy opt-out options.

Remember, double opt-in may require an extra step, but the benefits – engaged subscribers and compliance -are well worth it!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Customer Insights} Send Personalized messages based on the website interactions to engage customers

uk365guy

Hello Everyone,

Today I am going to share my thoughts on sending personalized messages based on the website interactions to engage customers in Dynamics 365 Customer Insights.

Let’s get’s started.

Dynamics 365 Customer Insights empowers businesses to create personalized customer journeys by leveraging AI and real-time insights.

Let’s dive into the exciting features:

1. Dialog with Data: To deeply understand your customers, it all starts with data. With Dialog with Data, you can explore your data across various sources using everyday language. Ask questions, receive answers, amd uncover new growth opportunities for your business. This feature is available in all geographies and support 23 languages.

2. Real-Time Personalization: In the 2023 release wave 2, Dynamics 365 Customer Insights introduces real-time capabilities. Whether your customers are anonymous or unknown, you can now personalize their experiences on web and mobile. Combine their latest interactions,profile data, segments and insights to deliver the most relevant offers, content or experiences in the moment.

3. Connected Sales and Marketing: As customers engage across digital and human-assisted channels, sellers need comprehensive data and insights.

Dynamics 365 Customer Insights ensures a seamless cross-channel experience, allowing you to engage customers in a personalized way and drive meaningful actions.

Remember, understanding your customers and tailoring interactions based on their behavior is key to building lasting relationships and driving growth.

Dynamics 365 Customer Insights provides the tools you need to achieve just that!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Customer Insights} Refer to copies of emails on the timeline easily

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how we can share copies of emails on the timeline easily on Customer Insights new feature.

Let’s get’s started.

In Dynamics 365 Customer Insights, you can now easily reference copies of sent emails in the interaction timelines. This feature allows you to gain deeper customer understanding and visibility into previously shared communication with your customers.

Here’s how you can access this functinality:

1. Enable Viewing Emails on the contact timeline:

Go to Settings and select Feature switches.

Enable the show exact copy of sent emails feature toggle in the contact timeline section.

2. View Previously Sent Emails:

From the left navigation bar, select Contacts.

Choose the specific contact for whom you want to view previously sent emails.

On the Timeline(Located in the center tile on the Summary tab), you’ll find all previous interactions, including exact copies of the sent emails.

This enhancement not only helps you find more personalized experiences but also improve overall visibility, and auditing.

Feel free to explore this feature and enhance your customer insights.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

Customer Insights – capture responses from external, third-party forms

uk365guy

Hello Everyone,

Today I am going to share my thoughts on capturing responses from external third party forms in customer insights.

Let’s get’s started.

You can now capture submissions from any third party forms on your website and automatically create new leads or contacts in Customer Insights – Journeys.

This new feature empowers you to better understand your audience, target them more accurately and follow up effectively.

Here’s how it works:

1. Capture Form Submissions: You can collect form submissions from any external forms.

2. Mapping Fields: Easily create Javascript with mapping of your form fields to existing entity attributes.

3. Embed the Capture Script: Embed the capture script into mulitple pages containing the same form.

The enhancements allows you to maximize the potential of your external custom – built forms without the need to recreate them in Customer Insights – Journeys.

Happy Capturing!.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this:

{Do you know} Dynamics 365 Customer Insights Increase control and flexibility when attaching to data in Microsoft Dataverse

uk365guy

Hello Everyone,

Today I am going to share my thoughts on preview feature Dynamics 365 Customer Insights Increase control and flexibility when attaching to data in Microsoft Dataverse.

Let’s get’s started.

Certainly! Let’s explore how you can enhance your data management in Microsoft Dataverse within Dynamics 365 Customer Insights.

Improved Dataverse Connector for Customer Insights

The Dataverse Connector has undergone significant enhancements, providing you with more control and flexibility when importing data into Customer Insights – Data. Here are the key features:

1. Performance Improvements: You can now smoothly import large Dataverse tables into Customer Insights – Data, eliminating previous scale and performance limitations. This mean faster data ingestion and processing.

2.Selective Table Import: Say goodbye to read-only mandatory table selections! With the updated connector, you have full control over which Dataverse tables you want to use in Customer Insights. No more forced selections, pick only the ones relevant to your needs.

3.Column-Level Customization: Choose the specific column you want to process and output in Customer Insights. Tailor your data import by selecting only the relevant fields from your Dataverse tables.

4.Advanced Row Filters: Apply filters to exclude inactive records or include only those added or modified within a specific time frame (e.g., the last year). Fine tune your data selection based on your business requirements.

How to connect to Dataverse in Customer Insights

1. Navigate to Data > Data Sources.

2. Click Add a data source.

3. Select Microsoft Dataverse.

4.Provide a Name and an optional Description for the data source.

5. Enter the Server address for your Dataverse organization and sign in.

6. Choose the tables you want to import from the list.

7. Save your selection to start syncing the chosen tables from Dataverse.

Remember that Dataverse tables with change tracking enabled are visible, you can easily connect them to Customer Insights. If you encounter any issues, check the change tracking settings for your custom tables in Power Apps.

By leveraging these improvements, you’ll have a more efficient and customizable data integration experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365BlogPostsin365Days

Share this: