Today, marketers use various tools for each of their daily activities. This is especially notable in the case of commercial Marketing campaigns. Where it may happen that each element used for the campaign is created in a different software.
However, there are tool environments designed both to create the necessary resources for a campaign and to promote and monitor it. One of those that is gaining more and more weight thanks to its versatility is Dynamics 365 for Marketing . This platform, not only allows agility in the creation of campaigns. But also the process of creating them is simple and intuitive. Let’s see it with an example.
The creation of the campaign for a newsletter subscription.
Suppose we have a series of contacts that we want to subscribe to a newsletter in order to impact them with relevant content and offers to generate purchase interest.
To create a marketing campaign, the first step is to group the contacts to whom I am going to direct it into a marketing list . To create our list, it will simply be enough to create a new list in the system. Enter the type of entity to which the campaign will be directed (potential client, company or contact) and add to the contacts.
We also have the option of creating a marketing segment based on criteria that we define. For example, we can have clients with a large contact base from many cities and make a segment so that the campaign created only affects those from a specific city.
Once the list has been created, the next step that we can do from the platform itself is to generate the elements that will be used in our campaign. A subscription form , a landing page where we will include the form itself and a personalized email .
Starting with the form, all the marketing elements that we can design from Dynamics 365 for Marketing have a series of templates that we can filter by different criteria depending on the objective of our campaign.
Once the template is selected, we have an editor that allows you to modify the form fields, making them mandatory, for example, or automatically filling them in with the information referred to in the field based on the information collected in the contact entry. Once we have the form ready, we check that there are no errors and activate it.
Marketing campaign for a newsletter subscription
With the form generated, we are about to create the landing page where we will include our form. The process is similar to the creation of the previous element. An advantage of Dynamics 365 for Marketing is that the element creation editor is similar in all sections of the module. Therefore, if you know how to create one element, you know how to create the others.
In addition to the form, we can add text, images or links to our marketing page that we believe can enhance the user experience. Once our design is finished, the next step is to check that everything is correct and activate the page.
The last resource that will be created for our campaign will be a marketing email. In which we will include the landing page with our newsletter registration form. Like the other elements seen. When creating our marketing emails. We have templates based on our objective and an editor where we can mold the selected template to our image.
Once all the necessary elements have been created. The last step is to create a customer journey for the campaign automation. Customer trips or journeys are a set of actions programmed to be carried out automatically by the system. That together make up our marketing campaign.
An example could be an email with an offer to a segment. That we have created and depending on whether or not they enter it, send them one type of email or another.
As in the previous cases, to create a customer journey we have both templates and a simple editor. Once created, the last step would be to launch the journey and our marketing campaign would already be underway.
One of the advantages of Microsoft Dynamics 365 is that it not only allows the creation of campaign elements. But also the monitoring of them. For example, in the forms we can access the data collected to create the entities in our CRM or in the emails. We will have a timeline of all the actions on them. When it was sent and received or when it was opened). And even a heat map . Where you can see if the links that our email includes have actually been clicked or not.
Dynamics 365 for Marketing is just one solution in the Dynamics 365 family . There are others such as Dynamics 365 for Sales designed to create and control your sales processes powered by artificial intelligence. Dynamics 365 for Field Service that allows the creation, control and improvement of the work of an organization’s field technicians.
At Dynamics Square, as Microsoft partners , we provide technological solutions such as Dynamics 365 for Marketing modules , Dynamics 365 for Business Central or Azure services . If you are looking for a way to boost your marketing campaigns. And improve relationships with your customers, we provide you with the tools to do so.
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