I am trying to find a way for Real-Time to display analytics in a geographic location that can show what country the clicks were made at the time recipient opened the emails.
Outbound marketing analytics was able to do this and wanted to find out if Real-Time can do the same, even if it uses the Power BI integration.
Hello Ed, You're looking for a way to visualize email click analytics by geographic location (specifically by country) within Dynamics 365 Customer Insights - Journeys (Real-Time Marketing). You're also comparing this functionality to the capabilities of Outbound Marketing. Here's a breakdown of the situation and how to achieve this in Real-Time Marketing: Understanding the Challenge:
Outbound Marketing's Geographic Analytics:
As you pointed out, Outbound Marketing provided a map-based visualization of email click locations, often down to the country level.
Real-Time Marketing's Analytics:
Real-Time Marketing's built-in analytics may not provide the same level of granular geographic visualization out-of-the-box.
Need for Country-Level Data:
You need to see the specific countries where email clicks originated.
Solutions and Approaches:
Power BI Integration (Recommended):
Export Data to Power BI:
Real-Time Marketing collects data about email interactions, including click events.
You can export this data to Power BI for advanced analysis and visualization.
Geographic Visualization in Power BI:
Power BI has powerful mapping capabilities.
You can use Power BI's map visuals to create a geographic representation of your email click data.
To achieve country-level detail, you'll need to ensure your exported data includes country information.
This would mean the IP address of the click, would need to be translated to a country, and this can be done in power BI.
Steps:
Data Export: Determine how to export the relevant email interaction data from Real-Time Marketing. This might involve using the Dataverse connector or other data export options.
Data Transformation: In Power BI, you might need to transform the data to extract country information from IP addresses or other available data.
Map Visualization: Use Power BI's map visuals to create the desired geographic representation.
Custom Dashboards (Within Dynamics 365):
Create Custom Dashboards:
Dynamics 365 allows you to create custom dashboards.
You might be able to create a dashboard that displays geographic information using available data and custom components.
Limitations:
The built-in dashboard capabilities might not be as flexible as Power BI for geographic visualization.
You may need to develop custom components or use third-party tools.
Third-Party Geo-Location Services:
Integrate with Geo-Location Services:
You could potentially integrate Real-Time Marketing with third-party geo-location services.
These services can provide more detailed geographic information based on IP addresses.
Development Required:
This approach would likely require custom development to integrate the services and display the data.
Key Considerations:
Data Privacy:
Be mindful of data privacy regulations when collecting and displaying geographic information.
Ensure that you have the necessary consent from recipients.
IP Address Accuracy:
IP address geo-location is not always perfectly accurate.
The accuracy of your geographic data will depend on the quality of the geo-location service.
Power BI Skills:
Using Power BI effectively requires some knowledge of data modeling and visualization.
In summary:
While Real-Time Marketing's built-in analytics might not directly replicate Outbound Marketing's geographic visualization, Power BI integration is a powerful way to achieve this.
By exporting data to Power BI and using its mapping capabilities, you can create the desired country-level representation of your email click data.
If my answer was helpful, please clickLike, and if it solved your problem, please mark it asverified to help other community members find more. If you have further questions, please feel free to contact me. My response was crafted with AI assistance and tailored to provide detailed and actionable guidance for your Microsoft Dynamics 365 query. Best Regards, Daivat Vartak
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