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What possibilities are there for customers who, for example, make a one-time large mailing to 15,000 contacts and then only want to 5000 Marketing contacts. How can the number of marketing contacts in the system be reset.
Hi Ghufran,
Is there any update on this topic? Unfortunately the lack of a valid true-down ability during the contract period is a show-stopper for customers with large customer database. We have just lost a big deal in opposite to a competitor product, because of this issue.
The current situation was the following: a customer generates many (20-30K/month) leads from one month to another, but 80-90% of these newly generated leads don't respond within a follow-up campaign. The problem: because these leads would be initiated from Dynamics 365 Marketing web form submissions, they are consuming quota...
We (as a partner) really don't understand (and cannot defend current licensing logic at the customer) why marketing contacts are counted cumulatively, throughout the contract period.
It is also hard to answer why is it necessary to buy the maximum marketing contact quota for the full yearly contract period, If the customer is running a large campaign only 1 time in a year, with 60% of their customer database?
Anyway, until a more flexible quota management solution is launched, it would be great if the precise pricing details are involved inside the license guide. Currently the license guide contains only a link to a FAQ site which define marketing contact quota handling in more detail. Without reading the related FAQ page, license guide is misleading/unclear.
Regards,
Zoltan
Hello Jacqueline,
Customer can true down contractually on contract renewal. But technically, to remain consistent from reporting perspective these contacts need to be deleted from DB else quota manager will continue to show that they have overconsumed
Marketing is monetized based on marketing contacts. Theoretically all Sales, service customer etc contacts are expected to be valid potential marketing prospects. Contacts once engaged via marketing are tagged as marketing contacts. Data and knowledge captured for such engaged contacts like web visits, email click-throughs, subscriptions signed, transactional mails sent, forms submitted etc. etc is all valuable info. This captured data is for all engaged contacts has value and is expected to be continuously used by customers for audience segmentation, suppressions, analytics, and other cases in an ongoing basis independent of, if certain contacts will be engaged directly in future or not. Thus such contacts should not necessarily be trued down as these hold great value.
Contacts should rather be trued down, if they are invalid contacts/prospects and are not holding business value/meaning for the customer e.g. hard bounced or invalid contacts from 3rd party lists. Such contacts can thus be deleted. Their data can be extracted before deletion to avoid losing any historical data. This is a similar concept as followed by other mainstream marketing automation products monetized based on contacts. This also helps to keep the DB clean of invalid contacts
Having said this, we have received feedback on the use case related to new compliance requirements where certain contacts will not be engaged in future since they opted-out of all promotional engagement but these cannot be deleted since they are still used for sales, service etc. We are currently working on how to enable and best handle this use case and enable our customers the flexibility while maintaining compliance. We shall be able to get back in short term with more details on it. In the meanwhile we would be happy to learn more about your scenarios e.g.
1. What are the other prime use cases for MKT Contact True Down ?
2. What is the expected true down time for individual contacts e.g. only 6 months, 1 year , forever(will never be used again).....
3. What is the average true down % and ratio and growth rate i.e. every year 30% marketing contacts will continuously become irrelevant for any further marketing engagement ?
Regards,
Ghufran
If I use a contact only once in a month and don’t use it next month, does it count?
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.
How can we "true down".
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