FY23 Dynamics 365 Marketing - B2B

Dynamics 365 Marketing – B2B
Sal
Drive Engagements for Digital Events – Nurture Sales-Ready Leads – Successful Lead Recycling
Introduction
The Story
Contoso is a leading manufacturer of deluxe coffee machines and sells both B2B and B2C.
For B2B customers, Contoso decided to launch a new line of professional “Intelligent Coffee Machines” that are enabled
with Wi-Fi and Bluetooth and can be operated remotely. The new model makes it possible to monitor the coffee
consumption of every machine and understand customer behavior and habits. This information is very useful for
maximizing revenue.
Contoso has seen a decline in revenue and brand loyalty. They are releasing the new Intelligent Coffee Machine but are
struggling to understand who they should target in their marketing campaign because their data is siloed in disparate
locations.
Contoso can leverage their unified data to identify and target customers for their new sustainable product marketing
campaign. They can also create and advertise a loyalty program that incentivizes high margin add-ons and offers a
subscription model to unlock recurring revenue and increase brand loyalty.
Table of Contents
Scenario # Scenario Name Demo Persona Credentials
1 Drive Engagements for Digital Events Marketing Manager: Username:
Benjamin McPhee benjamin@PMGDemo.onmicrosoft.com
2 Nurture Sales-Ready Leads Password: Dyn@mics365!
3 Successful Leads Recycling Customer: Trey Research None
Environment
D365: https://masterdemo.crm.dynamics.com/main.aspx?appid=26d94846-e60c-ea11-a813-000d3a1bbd52
Portal: https://contosocoffeeevents.powerappsportals.com/B2BLanding
The Challenge The Solution The Products

As a Marketing Manager at Contoso As a Marketing Manager at Contoso Dynamics 365 Marketing
Coffee, Benjamin wants to deliver the Coffee, Benjamin can leverage the Dynamics 365 Customer Voice
right message to the right customer segments generated in Customer Dynamics 365 Sales
using the right channel. To do this, he Insights to target the right customers. Microsoft Teams
needs to make sure he is only reaching D365 Marketing then allows him to
out to those customers who are likely easily prepare the messages he will
to be interested in and ultimately buy send to engage his audience across
the new model of Intelligent Coffee various channels. He can design his
Machines. He also wants to identify customer journey using the easy-to-use
and target customers who are most drag and drop designer tool.
likely to churn.
FY23 Dynamics 365 Marketing – B2B Coffee Contoso Demo scripts Page 1 of 26
Scenario 1 - Drive Engagements for Digital Events
Visuals and Technical Information Script and Actions
Before the Event - Customer Journey
Benjamin, a Marketing Manager at Contoso Coffee,

creates and manages personalized Customer
Journey to support the launch of the new Intelligent
Coffee Machine.
He is going to create live events and webinars as
vital steps in a successful customer journey.
1. Click on Outbound Marketing, then on

Customer Journeys and select the Contoso
Intelligent Coffee Machine launch record
Before the Event - Event Creation
The event planning process in Dynamics 365

Marketing starts with creating an event record. The
event record guides Benjamin through each step of
event planning.
In the Event Planning work area of Dynamics 365
Marketing, Benjamine can create a new event and
working from this single event record, he can add
other types of records and information that he
needs to plan, publish, promote, and analyze.
He can create a webinar as a part of the launch
experience. He can fill in details about the format,
the date and type of the event as well as additional
information such as the agenda. Interested
prospects are automatically sent invites to this
special webinar.
1. Go to Event planning area
2. Click on Reduce costs with IoT in Coffee
Machines in Events
3. View configurations in this page
Teams event functionality is now incorporated
directly into Dynamics 365 Marketing and allowing
to use Teams webinars for one to many online
events, and Teams meetings for interactive online
meetings.
1. Click on Outbound Marketing area and go to

Events in Event management in left navigation
Machines event name
During the Event - Event Page
Benjamin keeps crafting the launch event by

creating an event page. Potential customers for the
new Intelligent Coffee Machine model come to this
page to register using rich registration forms built
using the marketing form editor.
1. Click on the Event URL field to open the
Event page
Technical Information
All the information submitted through a marketing page is
automatically captured by Dynamics 365 Marketing and applied
immediately to your customer database. The marketing-page
feature described in this topic requires that you have a Power
Apps portal associated with your Dynamics 365 Marketing
instance.
2. Go to Marketing pages in Internet
marketing left navigation
3. Select B2B to view the event from a designer
page
After the Event - Send survey
As a part of the customer journey, Benjamin can

automatically send the audience who has attended
the webinar and expressed interests in a Dynamics
D365 Customer Voice survey and can capture
general information.
1. Go to Customer journeys in Marketing
execution
2. Select Contoso Intelligent Coffee Machine
launch
3. In the Designer tab, scroll to the right and click

on Send an email (Thank you Email) tile
4. Click on Properties and scroll down to look for

Email elements and expand to see Customer
Voice Survey
After the Event - Analyze Survey Insights
Benjamin can view feedback analytics in

customized dashboards to track key business
metrics. In addition to that, the survey responses
are automatically captured and visualized in the
activity timeline for each lead.
1. From the previous step above, open Reduce
costs with IoT in Coffee Machines in
Customer Voice Survey
2. Click on the globe Icon in the Customer Voice

survey
3. Click on All projects in the left navigation in

Customer Voice application
4. In the search box, type “reduce”
Machines survey
6. Reduce costs with IoT in Coffee Machines

survey appears in Surveys
7. In the left menu, click on Reduce costs with
IoT in Coffee Machines under Reports
8. Scroll down and view survey analytics in tables

and in charts for each survey question
You can browse through the combined responses shown in a
graphical format or view individual responses given by each
respondent. You can export survey results to a CSV file for more
in-depth analysis, and you can delete the responses that you
don't need anymore.
9. In the left navigation, click on Satisfaction

Metrics under Reports
The satisfaction metrics dashboard is created

automatically for each set of metrics, showcasing
recent scores and trends. The gauge visual shows
the current Net Promoter Score (NPS) and the line
chart shows the trend of NSP for the selected time
period.
The following charts are displayed for the metrics:
- Net Promoter Score: Likelihood of a company, products
and services recommended by the responder
- Sentiment: A pie chart shows the distribution of positive,
neutral, and negative sentiments for the metric.
- Response Count
Conclusion
The Dynamics 365 Marketing event management feature helps you every step of the way, from initial planning and
budgeting through promotion and publication, attendee registration, webinar broadcasting, final analytics, lead
generation, and evaluation of ROI.
Scenario 2 – Nurture Sales Ready Leads
Customer View
Alex, the cafeteria manager at Trey Research, notices an ad

promoting the launch of the new Intelligent Coffee Machine
model, she goes to the Contoso Coffee Website to find
more about it. Go to
(https://contosocoffeeevents.powerappsportals.com/B2BLa
nding) After expressing interest, Alex receives a
personalized email about the new model. The email
mentions an upcoming webinar event to present the new
model that Alex can register for.
Building the Customer Journey - Landing Page
Benjamin, a Marketing Manager at Contoso Coffee, wants

to ensure that the launch of the new Intelligent Coffee
Machine model is a success. He wants to craft and launch a
multi-channel awareness campaign to nurture the leads.
First, he creates a new landing page to create buzz. It has a

clear CTA and links to detailed information.
1. Navigate to Internet marketing and select
Marketing pages
This is where he can view existing landing pages.
2. Select Intelligent Coffee Machine Launch Page

3. View how marketing page is setup in Designer tab
Building the Customer Journey - Email Engagement
As a second step, Benjamin creates an email to inform

potential customers about the new model, using the
drag and drop designer. Once he is happy with the
content and design of the email, he can go to the
preview section to ensure it looks good across all
devices that recipients will use to view this email.
1. Go to Marketing execution and click on
Marketing emails
2. Open the Coffee B2B Webinar Invite record

3. Click on Design tab and view the email
template
Building the Customer Journey – Segments
As a third step, Benjamie can see a target audience

for the new product from the existing customer base.
He can leverage Customer Insights to segment
prospects based on their propensity to churn.
1. From the left navigation Customers, click on
Segments
2. Click on High-value & High-churn risk
customers
3. Click on Members tab and see the segment

members
Tie Everything Together - Customer Journey
Benjamin has now all the pieces - the segment, the

messages, the channels and Benjamin needs to tie
them all together.
He creates and launches a new customer journey, the

Contoso Intelligent Coffee Machine launch, which
is designed to automate the process of sending a
personalized email to the prospects in the new model
landing page and customers from the Contoso's
segments.
1. In the left navigation bar, under Marketing
execution, click on the menu Customer
journeys
2. Open Contoso Intelligent Coffee Machine
launch to see how each elements is connected
How to Track Marketing Activities

Let’s fast forward and let’s take a look at how well the
Customer Jounrey is performing after a few weeks.
Leads have been created and Benjamin can look at the
insights tab on each lead to ensure that he is
delivering the right message. A detailed timeline of all
activities shows all the activities that the lead has
participated in.
1. Go to Leads in the left navigation
2. Select Alex Baker with Topic Interested in IoT
sensors for Coffee Machines
3. Click on Contact insights tab and scroll down in
the Overview page and see activity such as
Interaction timeline and customer interactions
breakdown
How to Track Campaign Effectiveness
Benjamin can quickly and easily identify trends in

content and leads with an increased visibility into
campaign effectiveness: he gets a quick overview of
how the various contacts flowed through the
structure, which path they chose, and which problems
they may have had.
1. Navigate to Marketing execution and select
Customer journeys
2. Open the Contoso Intelligent Coffee Machine
launch
3. Click the Marketing Page tile and scroll down to
view KPIs
Sales Hand-off & Follow-ups

As a part of the customer journey, Benjamin can set
specific moments when notifications are sent to sales
representatives. Once the lead for Alex reaches a
sales-ready state, it is tagged as marketing qualified
and handed over to a sales representative, who
receives a notification via Relationship Assistant.
1. Scroll to the Task – Notify Sales tile in the
Designer tab to view journey event data
Conclusion
Dynamics 365 Marketing can help you visualize and automate the journey that customers take on their way to making a
purchase. A simple customer journey could include a short interaction, such as a single email campaign. A complex
journey might include the full process from discovery, through nurturing, and on to identifying qualified leads. Customer
journeys can also generate and assign tasks (such as a scheduled follow-up phone call) and trigger business workflows.
Scenario 3 – Successful Leads Recycling
Post-Event Strategy & Conversion Rate Optimization
Conversion rate optimization is a critical B2B eCommerce marketing strategy for increased sales at Contoso Coffee. The
fact is that if sellers don’t know how customers are interacting with their sites, then boosting sales in a sustainable way
is extremely difficult. Thanks to Dynamics 365 Marketing, Benjamin, a Marketing Manager at Contoso, can build better
conversion funnels and engaging in other vital tasks that will enable retailers to determine where users are dropping
off.
In addition to that, Benjamin knows that the post-event is the most important part of his event program, so with the
new Real-time Marketing capabilities in Dynamics 365 Marketing, he gets to build off the buzz of his event, and have
the opportunity to really nurture the guests down the funnel.
Post-Event Strategy - Event Triggers
Benjamin, a Marketing Manager at Contoso Coffee

ensures that the post-event strategy of the launch
event is successful.
First, he creates new event triggers which he will

use to determine how the customers have been
interacting with the event.
1. Change the area from Outbound marketing

to Real-time marketing in left bottom of the
navigation
Let’s take a look at a few examples of triggers.
2. Navigate to Triggers under Engagement,
and select Event Attended (demo), this
trigger indicates if a customer has shown up
to an event
3. Select another trigger: Event Checked-Out
Time, this trigger shows if a customer left the
event before it finished
4. Now select Coffee Machine Event
Registration (demo)
By selecting the event trigger, Benjamin can see

how the trigger is setup including where the
registrant data is stored and the condition when
the trigger is activated. He publishes the trigger
and the status changes to Ready to use.
By invoking this trigger, he can execute the journey
for all the Coffee Machine Event registrants.
Post-Event Strategy – Segments
Benjamin wants to make sure to provide a

personalized follow-up message to delight his
customers, so in order to do that he can create or
select a specific segment based on their propensity
to engage. For example, he can select a segment
containing the event registrants in Real-time
marketing or customers from Contoso’s
subscription program in Customer Insights.
1. Go to Audience in the left navigation
2. Go to Segments and identify the Coffee
Subscription Customers segment is coming
from Customer Insights
Benjamin can see a list of all the members and also

he can see a trend of member count over time.
Screenshot only for demo
Post-Event Strategy - Asset Library
Benjamin can now go to the digital asset library

where he can find a variety of digital assets that he
can use in his follow-up emails.
Having a single library of assets allows Benjamin to
create consistent branding across all customer
engagements.
1. Go to Assets in the left navigation
2. Click on Library and browse the images
The images stored in the Library are automatically
tagged by the AI engine when they are uploaded
to the Dynamics 365 Marketing Asset library. These
AI tags are used when composing and updating
emails to best match the images for the content of
the message to the customers.
3. Select the image “orchestrate coffee.png” (click
on the circle with check icon next to
“orchestrate coffee.png”)
4. Browse the image properties in the right pane
including tags
Post-Event Strategy - Channels
Benjamin can create emails, push notifications and

text messages to send his registrants any content
that aligns with the event, using the drag and drop
designer, personalization and assets from the
Asset Library.
Once he is happy with the content and the design,

he can test them to ensure they look great across
different types of devices that recipients will use to
view the emails, Push notifications and SMS
messages.
1. Under Channels and click on Emails in the

left navigation
2. Select Thank you! - demo – draft mode in
the list
Note:
Please do not click on Ready to send button!
3. View the pane for Elements
4. Click on the settings icon and view Email
header configuration
5. Click on “X” icon to close the configuration
pane
6. Click on Preview and test tab and view in

different screen sizes such as Tablet
landscape and Mobile portrait
Benjamin is now ready to create a Push

notification for the customer journey. He can
compose a Push notification, personalize the
message and specify the application behavior after
customers click on the Push notification.
He can also view a preview of the Push notification
in the iOS and Android phone screen next to the
designer.
1. Click on Push notifications in Channels left
navigation. Click “Discard changes” button if
pop-up window appears from previous steps
2. Select Thank You!! - demo – draft mode in
the list
3. Double-click on the “first_name” and
highlight in the Message box and click on the
personalization icon
4. Click to expand in the phone preview screen
and view the entire messages
Benjamin can select an attribute and map the

attribute of customer table such as leads and
contacts.
5. When moving to other pages, click on
Discard changes button in the Unsaved
changes prompt if appears
Note:
Please do not click on Ready to send and Delete
buttons!
Post-Event Strategy - Customer Journey
Benjamin now has all the pieces; the event trigger,

segment and messages for different channels. He
needs to tie them together and create a new
customer journey, the Intelligent Coffee Machine
Event - demo, which is designed to automate the
process of sending a personalized and AI-
optimized message routing to the registrants.
1. Click on Journeys in Engagement
2. Select Intelligent Coffee Machine Event -
demo – Draft mode
3. Click on Coffee Machine Event Registration
(demo) tile and view Goal, Start and End dates
settings
4. Click on Channel optimization - Thank you!
5. View the channel set to Email and Push

notification, and AI manages the optimization
of the channel
6. Click on Thank You!! (demo) push

notification
7. View the notification in iOS and in Android

preview created in the previous steps above in
Push notifications
Note:
Please do not click on Publish button!
Furthermore, Benjamin can also customize his post

event journey and follow up with the registrants
who are not recognized as “Loyal Customers” but
took their time and attended the online event.
Thanks to Dynamics 365 Real-time marketing,

Benjamin can create a segment for the event
attendees in Dataverse, who opened the Thank-
you emails or clicked on the push notifications. He
sets up a custom trigger in a branch of the journey.
The trigger calls a Power Automate flow and
creates a segment in Real-time marketing.
8. Click on PA - Create Lead tile

9. Review attributes mapped to the Lead table
from the event registration.
*The Power Automate flow image is for screenshot

*Screenshot only for demo
demonstration only due to read-only demo tenant
Benjamin can continue his post event journey for

the event attendees (leads) created in the previous
steps. He wants to promote a Contoso loyalty
program for them. He can use the lead generation
event as a trigger.
He can send follow-up emails, push notifications

and text messages to the leads and he can also
assign a Contoso Coffee sales team the leads who
open the promotion emails but have not yet joined
the premium customer coffee program.
10. Click and open Loyalty Program - demo –

Draft mode journey
11. Click On Lead Generation link at Choose a
trigger
Review the trigger setting associated to Lead table

in Dataverse.
Note:
Please do not click on Stop button! Click “X” icon
to close.
Benjamin is planning to use some of the

components to build other journeys later. He
creates a pre-defined dynamic text/token for
one of the attributes he uses often in email
templates.
12. Click on Promotion A - Favorite Coffee

(demo) tile
13. Click and expand the email template
He created a dynamic text/token for YourFavorite

in the email content. He can show a customer’s
favorite coffee by personalizing the email.
Note:
Hit Esc key to minimize the window.
*Due to the shared tenant read-only demo, the

following steps are screenshot demo only.
14. Go to Emails under Channels in left
navigation
15. Open Promotion A - Favorite Coffee (demo)
– Ready to send mode email template
*Double-click on YourFavorite dynamic text

allows selecting pre-defined personalized
text/token, “Your Favorite Coffee” and clicking on
“+New dynamic text” allows adding a new
personalized text/token. Review the personalized
text/token that is associated to Dataverse field and
the table.
Benjamin can use the pre-defined dynamics

text/token again without creating in other email
templates.
Contoso Coffee is promoting a new line of

products and introducing organic coffee beans
from Kennya and Indonesia. Benjamin decided to
promote these products in the journey as well. He
created an email template, “What’s new!” and
configured to send emails to the leads who have
not opened the previous promotional emails in the
journey.
Thanks to Dynamics 365 Real-time marketing,

Benjamin can add conditions and show different
images to the leads who showed an interest in
organic coffee beans rather than showing a default
image he originally set up.
In the Loyalty Program - demo – Draft mode

journey,
16. Click on Promotion C - What’s New! (demo)

tile
17. Click on Promotion C – What’ New! (Demo)
link in Select email
18. Click on Preview and test
19. Click on Edit sample data
20. Select Organic Coffee in Conditional content
21. Click on “X” to close
Note:
Once condition is met, organic coffee field image
is shown in the personalized email; otherwise, the
default coffee beans image is displayed in the
email.
*Screenshot only for demo Note:
The following steps with “*”, are screenshot only
demo due to read-only demo. Please refer the
images in the left.
With editable permission, Benjamin can set a

default image and conditional images in the email
template. In the conditional image, he associates
to an attribute that contains “Organic” text in the
lead record and adds an image to the email
template property.
22. Go to Emails under Channels in left

navigation
23. Open Promotion C - What’s New! - demo
Draft mode
24. *Click on the default coffee bean image in
Variations tab
25. *Click on the Organic Coffee image in

Conditions
26. *Click on Edit under ellipses (…)
Review the conditional setting.
Benjamin can create content blocks that can
include images, texts and call-to-action buttons all
together so he can use the content blocks in other
email templates later without creating the contents
again from scratch. He can also create and add
tags to the content blocks. It helps him organize
and search easily.
27. Click on Content blocks icon in the right tab
Scroll down and review the content blocks

added to the email templates including
“Organic Light Roast Kenyan Blend”
28. Go to Content blocks under Assets in left

navigation
This is where content blocks are created.
29. Click on Organic Light Roast 28 oz - Kenya
Review under Design tab and Tags assigned to
the content block
Go to Preview and test tab and review the

screen sizes of the content block
In the Loyalty Program journey, Benjamin sets up

a channel optimization when sending the
promotional email, “What’s New!” Alternately, he
sets up text messages after a few days to follow
up. He can further customize the text messages
by adding communication keywords, which
creates branches in the journey. The leads who
receive the text messages can easily reply by
tapping the keywords.
30. Go to Journeys Under Engagement

31. Click on Loyalty Program - demo Draft mode
32. Click on What’s new! (demo) Send a text
message tile
33. Preview the content of the text message for

“REPLY” and “STOP” keywords
34. Click on What’s new! - Reply (demo) tile
35. Review the content of the text message
36. Click on What’s new! - Stop (demo) tile
37. Review the content of the text message
Customer journey in Dynamics 365 Real-time
marketing can help post-sales and support cases.
For example, Alex at Trey Research, one of the
loyalty customers in Contoso Coffee. She
previously purchased intelligent coffee machines
with IoT devices for their cafeterias in multiple
locations.
One of the intelligent coffee machines self-detects

malfunction in the machine. An IoT device in the
coffee machine records an issue and sends an alert
to Contoso Coffee customer support center.
Once the signal is received in a customer journey

from the IoT device, Power Automate flow starts
creating a support case. Creating a case in
Dataverse triggers the journey and sends an
email or push notifications to Alex via AI based
channel optimization. She gets notified
immediately that one of the intelligent coffee
machines is having an issue and Contoso Coffee
support team is ready to help Alex to fix the issue.
1. Go to Journeys in left navigation

2. Select IoT Intelligent Alert - demo Draft
mode
3. Click on PA Create Case tile
4. Review Case Title and Error Code attributes
in Map attributes

Power Automate flow is configured to create a
case in Dataverse once IoT signal is received in the
journey.
Note:
*The Power Automate flow image is for screenshot
demonstration only due to read-only demo tenant.
5. Click on Intelligent Alert (demo) - Send an
email tile
6. Click expand icon in the Email Preview
7. Hit Esc key to close
Alex can review the device id and the issue,

“Heating element malfunction” with error code in
the email before she replies.
Post-Event Strategy - Analytics
Let’s fast forward: the customer journey Benjamin

created has been running for some time. Now let’s
take a look at the performance of the journey. We
can see that the real-time Sankey visualization
makes it easy to see the customers moving
through or dropping off the journey.
1. Click on Intelligent Coffee Machine

Event(Live) - Live mode in the Journey
2. Click on Channel Optimization - Thank you!

3. View how AI is choosing the best channel to
reach the customers
Conversion Rate Optimization - Event Triggers
Now let’s quickly take a look at how you can

leverage the new Real-time marketing capabilities
to optimize the conversion rate of your B2B
ecommerce.
1. Navigate to Triggers in Engagement

2. Select Cart Abandoned
This trigger will tell if a customer has abandoned

their cart on the B2B ecommerce site.
3. Navigate to Journeys in Engagement

4. Select Re-engage High-Value Customers -
demo
This journey will allow connecting High-Value

customers and ensuring that they are able to find
everything they need.
Conclusion
Thanks to D365 Marketing, Benjamin, a Marketing Manager at Contoso, can build better conversion funnels and engaging
in other vital tasks that will enable retailers to determine where users are dropping off.
In addition to that, Benjamin knows that the post-event is the most important part of his event program, so with the new
Real Time Marketing Capabilities in D365 Marketing, he gets to build off the buzz of his event and have the opportunity to
really nurture the guests down the funnel.
Next Steps
Now that you understand how Drive Engagement for Digital Events, Nurture Sales Ready Leads and Successful Leads
Recycling in Dynamics 365 Marketing, we recommend continuing with the next FY23 Connected Sales and Marketing
Solution Play demonstration series in CDX.
• Customer Experience (CX) Journeys
• Sales Acceleration
• Automate Sales Processes
• Empower & Coach Teams

FY23 Dynamics 365 Marketing - B2B

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Dynamics 365 Marketing – B2B

3 Successful Leads Recycling Customer: Trey Research None

The Challenge The Solution The Products

Before the Event - Customer Journey

Benjamin, a Marketing Manager at Contoso Coffee,

1. Click on Outbound Marketing, then on

Before the Event - Event Creation

The event planning process in Dynamics 365

1. Click on Outbound Marketing area and go to

During the Event - Event Page

Benjamin keeps crafting the launch event by

After the Event - Send survey

As a part of the customer journey, Benjamin can

3. In the Designer tab, scroll to the right and click

4. Click on Properties and scroll down to look for

Benjamin can view feedback analytics in

2. Click on the globe Icon in the Customer Voice

3. Click on All projects in the left navigation in

6. Reduce costs with IoT in Coffee Machines

8. Scroll down and view survey analytics in tables

9. In the left navigation, click on Satisfaction

The satisfaction metrics dashboard is created

Alex, the cafeteria manager at Trey Research, notices an ad

Building the Customer Journey - Landing Page

Benjamin, a Marketing Manager at Contoso Coffee, wants

First, he creates a new landing page to create buzz. It has a

2. Select Intelligent Coffee Machine Launch Page

As a second step, Benjamin creates an email to inform

2. Open the Coffee B2B Webinar Invite record

Building the Customer Journey – Segments

As a third step, Benjamie can see a target audience

3. Click on Members tab and see the segment

Benjamin has now all the pieces - the segment, the

He creates and launches a new customer journey, the

How to Track Marketing Activities

Benjamin can quickly and easily identify trends in

Sales Hand-off & Follow-ups

Post-Event Strategy & Conversion Rate Optimization

Post-Event Strategy - Event Triggers

Benjamin, a Marketing Manager at Contoso Coffee

First, he creates new event triggers which he will

1. Change the area from Outbound marketing

By selecting the event trigger, Benjamin can see

Benjamin wants to make sure to provide a

Benjamin can see a list of all the members and also

Screenshot only for demo

Post-Event Strategy - Asset Library

Benjamin can now go to the digital asset library

Post-Event Strategy - Channels

Benjamin can create emails, push notifications and

Once he is happy with the content and the design,

1. Under Channels and click on Emails in the

3. View the pane for Elements

6. Click on Preview and test tab and view in

Benjamin is now ready to create a Push

Benjamin can select an attribute and map the

Post-Event Strategy - Customer Journey

Benjamin now has all the pieces; the event trigger,