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Migrating from Click Dimension to Microsoft Marketing

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We are evaluating efforts involved in Migrating from Click Dimension to Microsoft Marketing. While Investigating, we are seeing the Major change is not sending eblast to leads which brings another level of challange to keep creating contacts for every lead  which will duplicate the data and also some of the Marketing training to shift the practice. If there are Any recommended practice around it, please let me know. 

If any one have done such migration, can you share your experience or known lesions around it? 

  • Nicksoft2012 Profile Picture
    Nicksoft2012 55 on at
    RE: Migrating from Click Dimension to Microsoft Marketing

    Arnaud De Jonghe 

    Arnaud De Jonghe , thanks for sharing your experience. I agee with you on the analytics part as now the solution is more expanded to lots of details and tons of entities are collaborating now.

    The issue related to emails (builder, deliverability, rendering ...) is something because of user adoption or are there any bugs in the UI?

  • Nicksoft2012 Profile Picture
    Nicksoft2012 55 on at
    RE: Migrating from Click Dimension to Microsoft Marketing

    Thanks Nya for your detailed about this solution.  

  • Arnaud De Jonghe Profile Picture
    Arnaud De Jonghe 135 on at
    RE: Migrating from Click Dimension to Microsoft Marketing

    Hello Nicks,

    I would like to react because we made the transition from CD to D4M in January.

    To be honest, 10 months later we still have a lot of implementation problems.

    We don't work with leads. Our main problems are with emails (builder, deliverability, rendering ...), flows are also less scalable, data is more difficult to extract for analysis.

    The purpose of this post is not to complain about the tool because it also has a lot of positive points but if we had known these elements before, I think we would have made other choices.

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Migrating from Click Dimension to Microsoft Marketing

    Hi,

    If you'd like to create contacts for the existing leads conveniently, you can create an on-demand workflow targeting at Lead entity to achieve it.

    pastedimage1633070205826v1.png

    Insert a step to create the related contact for the record.

    pastedimage1633070287644v2.png

    Set the value of the field in contact record with the existing value which you need in the lead record.

    pastedimage1633070486007v4.png

    pastedimage1633070509848v5.png

    Then update the lead record itself.

    pastedimage1633070678990v6.png

    Set the contact just created as the parent contact of the lead.

    pastedimage1633070708752v7.png

    After activating the workflow, you can select multiple / all leads and trigger the workflow for them manually.

    pastedimage1633071277366v8.png

    It eliminates the challenge of having to create contacts for a large number of leads.

    pastedimage1633071310079v9.png

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