Customer Insights - Journeys forum

How campaigns work in new marketing?

(0) Share

Report

Posted on by nkhemji

Previously, we use to have campaigns where we can have multiple activities.

How the same functionality is achieved in new marketing (dynamics 365 for marketing)?

Categories:

Segmentation

I have the same question (0)

All responses (9)

Answers (1)

Shayan Soheili 940 on at

Like (0)

Report
Copy link

Link copied!

Hello nmk,

In Dynamics 365 for Marketing you have Segments. There are three types of segments in Dynamics 365 for Marketing:

Dynamic Segment: As the name implies, a dynamic segment is a group of contacts built from a defined expression or query. (es: Contact where Country is US)
Static Segment: If contacts cannot be logically grouped using a query, then a static segment can also be used. Contacts can be selectively added to a static segment on a per-contact basis. Static segments are usually based on Marketing Lists so contacts can opt-in or opt-out of static segments by using a Subscription Center. These features are described later in this module.
Compound Segment: This type of segment combines the virtues of both dynamic and static segments. Contacts can be added using an expression or query, or they can be selectively added.

Once you have created your Segment, you can use it on Customer Journeys and Marketing Emails.

For more information, see the link:

https://docs.microsoft.com/en-au/dynamics365/customer-engagement/marketing/segmentation-lists-subscriptions

Regards,

Shayan

Was this reply helpful? Yes No
Verified answer

megcda 2,192 on at

Like (0)

Report
Copy link

Link copied!
Hi NMK,

You can achieve the same type of functionality by setting up a long-running, complex campaign. Below is a sample of the beginning of one - but enough to give you an idea. Say you are a realtor, you setup this campaign for prospective home buyers.

So I create a segment of prospective buyers

I send them an email with a links to some available homes on our website

I wait 5 days and if they have clicked any of the links, then I create a lead and then a follow-up task for my salesperson to contact the prospective buyer

If they don't click a link after 5 days, I send them a new email with links to other homes for sale

I wait 5 days and and if they have clicked any of the links, then I create a lead

If they don't click a link after 5 days, I send them a survey asking them when they may be in the market to purchase a home

Anyway, you can continue out these activities based on your business process within the journey.

Hope this helps.

Thanks,

Megan

Please mark as Verified if this answered your question!

Was this reply helpful? Yes No
nkhemji 4 on at

Like (2)

Report
Copy link

Link copied!

Thank alot Megan.. Your detailed reply really helped to understand the new concept.

Was this reply helpful? Yes No
Mauro Marinilli 355 on at

Like (1)

Report
Copy link

Link copied!

yes, and these address the automation part of a campaign. if you still want to use Campaigns (the object in CRM Enterprise) as a "folder" for all your marketing initiatives you can still do so (just create a relationship from campaign to the Customer Journey or Events, etc.). In the future we will introduce a new object in the Marketing application that will provide similar capabilities to Campaigns to make it easier to achieve planning and other marketing scenarios.

Was this reply helpful? Yes No
Pascal T 175 on at

Like (3)

Report
Copy link

Link copied!

From my point of view, it's still very valid to use campaign, especilly as a Customer Journey cannot be modified when it has been launched.

A CJ cannot replace a campaign (at least for the moment).

For ex, what we do on our side:

- We create Marketing forms, leads, marketing pages, etc... and we associate them to a campaign.

- We look at the campaign to have an overview of the lead generated from the froms

- We add manual activities like Linkedin paid ads, etc... to have an overview of the cost of the campaign.

P.

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report
Copy link

Link copied!

[quote user="Mauro Marinilli"]

yes, and these address the automation part of a campaign. if you still want to use Campaigns (the object in CRM Enterprise) as a "folder" for all your marketing initiatives you can still do so (just create a relationship from campaign to the Customer Journey or Events, etc.). In the future we will introduce a new object in the Marketing application that will provide similar capabilities to Campaigns to make it easier to achieve planning and other marketing scenarios.

[/quote]

Any hint as to when this new object is plan to be introduced?

Was this reply helpful? Yes No
Mauro Marinilli 355 on at

Like (0)

Report
Copy link

Link copied!

Well, for now we have it (and related connected objects) in private preview only. And it will remain so for a while, until we gather enough feedback, we really want to do this right before releasing it :)

M

Was this reply helpful? Yes No
All My Systems 84 on at

Like (0)

Report
Copy link

Link copied!

Hi Mauro Marinilli

Did this 'Campaign' feature ever get released?

Was this reply helpful? Yes No
Claire8950 10 on at

Like (0)

Report
Copy link

Link copied!

How is this relationship between the Campaign and the Customer Journey created?

Was this reply helpful? Yes No