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Tag: #customerinsights

{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} Understand customer inflows and exits at every journey step in Microsoft Dynamics 365 Customer Insights

uk365guy

Hello Everyone,

Today I am going to share my thoughts on Microsoft Dynamics 365 Customer Insights customer inflows and exits at every journey step.

Let’s get’s started.

Microsoft Dynamics 365 Customer Insights – Journeys helps organizations track how customers progress or drop off at different stages of their engagement. Here’s how you can analyze and leverage these insights effectively.

1. Understanding Customer Inflows and Exits in Journeys:

Every Customer Journeys consists of touchpoints where customer either move forward, drop off, or loop back. Dynamics 365 Customer Insights – Journeys (formerly Dynamics 365 Marketing) provides real-time and historical inisights into these movements.

Key Concepts:

Inflows: The number of new customers entering a specific journeys step.
Exits: The number of customers leaving the journeys (due to completion, disinterest, or another trigger).
Drop-offs: Customers who do not complete a journeys step.
Engagement Metrics: Open rates, click-through rates, and response rates help understand movement,

2. How to Track Inflows and Exits in Customer Insights – Journeys

A. Use Journeys Orchestration Analytics

1. Go to Customer Insights – Journeys -> Journeys.

2. Open a specific Journeys and navigate to the Insights tab.

3. Monitor the flow of customers at each stage:

View entry counts at each step.
Analyze drop off points (where customers are leaving)
Identify the exit reasons (e.g, no response, opt-outs, goal achieved).

B. Use Cutomer Journeys Analytics Dashboard

Audience Analytics: Tracks where customers enter the journeys from (email, social, website, etc).
Conversion Analytics: Measures how many customers complete each step.
Drop off Analytics: Identifies at which step customers leave.
Time-Based Trends: Shows peak engagement times and seasonal patterns.

C. Use Segmentatation to Understand Exits

Create a segment of customers who exited early.
Analyze behavior patterns (e.g., did they open emails but not click? Did they interact with the chatbot but not proceed?).
Adjust Journeys triggers based on behavior (e.g., re-engagement emails for drop-offs).

3. Reducing Exits and Improving Customer Flow

A. Optimize Touchpoints

Ensure each step provides clear next actions.
Personalize messages based on Customer preferences.

B. Automate Follow-Ups

Use Power Automate to trigger reminders or alternative engagement routes.
Example: If a customer drops off, send an SMS or push notifications instead of an email.

C. Use AI-Driven Predictions

Leverage Customer Insights AI to predict which customers are likely to exit.
Practively adjust content and timing to retain engagement.

4. Visualizing Customer Flows:

You can use Power BI Dashboards integrated with Customer Insights to:

Map inflows and exits for each journeys step.
Analyze trends over time to refine customer engagement strategies

That’s it for today.

Malla Reddy Gurram (aka @UK365GUY)

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{Customer Insights} Advanced bot protection for integrity of data

uk365guy

Hello Everyone,

Today i am going to share my thoughts on the advanced bot protection for integrity of data on customer insights.

Let’s get’s started.

Advanced bot protection is a crucial aspect of ensuring the integrity of data and operational efficiency. Let’s delve into how it enhances reliability and safeguard your business processes.

1. Enhanced Data Accuracy:

By implementing advanced bot protection, you can improve the quality of your insights. The data you collect will be more accurate, representing genuine human interactions.

This reliability extends to your decision making processes, allowing you to make informed choices based on trustworthy information.

2. Minimized Disruptions:

Malicious bots can wreak havoc by inflating engagement metrics, triggering journeys incorrectly and skewing analytics.

With bot protection, you can elevate the customer experience by minimizing disruptions caused by these nefarious bots.

3. Specific Features:

Prevent Bot Clicks on Emails: Avoid inflated engagement metrics, incorrectly triggered journeys and skewed analytics by ensuring that only legitimate clicks are recorded.

Protect Web form submissions: Web forms are often targeted by bots submitting spam or malicious content. Bot protection ensures that only valid form submissions are recorded.

Accurate Event Attendance: Prevent false inflation of event attendance metrics by ensuring that only real attendances are recorded.

Remember, this advanced bot protection not only bolsters your insights but also contributes to a smoother customer experience.

That’s it for today.

I hope this helps.

Malla Reddy Gurram
#365blogpostsin365days

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{Customer Insights} How to protect customer data by controlling who can see it

uk365guy

Hello Everyone,

Today I am going to share my thoughts on how to protect customer data by controlling who can see it.

Let’s get’s started.

Customers face the difficulties in maintaining data privacy while still empowering their employees with the insights they need to serve those customers better.

With Customer Insights you can now do both confidently. You can protect customer’s personal data by restricting access and visibilty of certain data fields in the customer profiles, while still ensuring that data can be used for generating insights needed across sales, marketing.

It enables everyone in your organisation to safely use the most important insights, while ensuring that your customers can trust you with data you can then use to better personalize their experience.

1. Restrict visibilty of customer profile fields for Dataverse roles.

2. Customer Insights follows the field level restrictions setup in Dataverse, so you don’t have to manage these for every Dynamics 365 app separately.

3. Marketing contributors can continue to build segements in Customer Insights based on the restricted fields without seeing the data of the field, such as the email address, in Dataverse and in Customer Insights.

4. Users can continue to use the fields to generate segments, measures and other insights or create personalized journeys and contents. However they will not see any data in those fields.

That’s it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)
#365blogpostsin365days

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