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Customer experience | Sales, Customer Insights,...
Suggested answer

Marketing Quota questions

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Posted on by 210

I'm trying to wrap my head around the pricing scheme used by the Marketing app. The general gist makes sense - the pricing is based around the contact records that were interacted with in some way.

Unfortunately, that's about as much information as MS offers, which leaves a lot of gray areas, and I've got some additional questions... perhaps someone knows the answers. Note that these questions aren't strictly speaking "from me" - they are so that we can answer our customers when they have questions about the Marketing app.

- If a contact is created via a landing page (i.e. someone manually enters contact information via a form) does this also count towards the quota? If so, what happens if a 3rd party starts spamming the system with bogus contact information - could they fill up the quota and, possibly, incur additional costs?

- A marketing email is correctly sent to a contact, but there's no interaction (never opened; perhaps got classified as spam or the contact wasn't interested at all and just deleted the email) - I assume this would still count towards the quota? What about a case where the email bounced and was never delivered?

- Does a contact count towards the quota permanently? Ex. if there's no interaction with a contact over a long period of time (ex. contact lost interest or was never interested in the first place) then would some automated system detect this or does the contact need to be manually removed to decrease the quota counter? Would disabling the contact suffice?

  • Suggested answer
    RE: Marketing Quota questions

    Regardless of where the contact is created, if a contact is used for campaign (survey in your example) then yes, it will count toward the contact quota.  "True down" means when a customer's subscription is due for renewal, customer can reduce the number of contacts at that time. Customer can raise contact quota at any time during their subscription, and they will then be effective for the remainder of that subscription period.  Hope that helps.  

  • MateuszBender Profile Picture
    MateuszBender 210 on at
    RE: Marketing Quota questions

    So... contacts created through a form (form-capture / subscription portal) don't count towards the quota? I'm trying to get a clear yes or no on this, but you seem to be answering this very indirectly.

    Unfortunately you still haven't explained what "true down" means (I would assume this is purely the ability to change the quota limit if need be, but the way you write it makes it sound like it's something more), nor if deactivating the contacts releases them from the quota...

  • RE: Marketing Quota questions

    Contacts represent "individual people". They are the primary customer entity in Dynamics 365 Marketing. When you run a customer journey, your target segment will include only contact records. To view, create, or edit a contact, go to Marketing > Customers > Contacts. This brings to you a standard list view, which you can use to search, sort, filter, create, and delete your contacts. Open any contact to view its details. Spammer cannot access your tool to start a campaign thus cannot consume your contact quota.  To stay on top of how much of each quota you've used, go to Settings > Advanced settings > Other settings > Quota limits.

    At renewal, the customer may perform a true-down of the number of contacts they pay for or change to  any another best offer for this application  they may qualify at that point of time.

  • MateuszBender Profile Picture
    MateuszBender 210 on at
    RE: Marketing Quota questions

    What about submission forms (i.e. where the initiating party is the contact itself)? Could a spammer increase the used quota and incur additional costs for the organization? What about disabling a contact (since CRM itself recommends this over deletion of contacts)? What exactly does "you can 'true down' the number of marketing contacts you've purchased on contract renewal" mean?

  • RE: Marketing Quota questions

    Marketing contacts only include those that you engage with marketing activities such as emails, landing pages, forms, LinkedIn integration, events, and surveys. Contacts that you never engage in marketing activities won't be counted as part of this quota. 

    Monthly email quota is equal to ten times the number of marketing contacts you have purchased.

    Marketing contacts are cumulative throughout your license period. Once you've engaged a contact in any marketing activity, that contact counts against your quota from that point forward. You can "true down" the number of marketing contacts you've purchased on contract renewal.

    To see how much of each quota you've used, go to Settings > Advanced settings > Other settings > Quota limits.

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