By Aneela Arshad
Effortless Customer Journey Creation with Copilot in Dynamics 365 Marketing
With Dynamics 365 Marketing, users can now effortlessly create customer journeys in just a few minutes, even if they have no prior experience with the process. By simply describing in plain language the type of journey they want to create, they can leverage the power of Copilot’s generative AI to automatically build the journey for them. This feature makes it easier for users to achieve their marketing goals without needing extensive expertise, enabling them to accomplish more with fewer resources and less effort.
Steps to Create a Customer Journey in Dynamics 365 Marketing:
Navigate to the Journey tab and create a new journey. Do not skip the screen that appears. Provide a description of the journey you want to create, and then simply click the “Send” button.
Select the trigger or segment based on which you want to create your journey, and then click the “Submit” button.
Now, you will see the entire journey created with the specified trigger and actions.
The additional step you need to complete is for emails or text messages. Simply click on the corresponding action and select the specific email or message you want to send.
Now, click “Save” and “Publish” to finalize the journey. When the specified criteria are met, the journey will run and perform the defined actions. For example, it will send a welcome email to the contact once the journey successfully executes.
You can also create a journey based on a segment by following these steps.
Conclusion: Streamlining Customer Journey Creation with Copilot in Dynamics 365 Marketing
In conclusion, creating and managing customer journeys in Dynamics 365 Marketing has never been easier. With the power of AI and user-friendly interfaces, even those with little to no experience can quickly design, automate, and publish personalized journeys. By simply selecting triggers, actions, and segments, users can deliver targeted communications like welcome emails to contacts, ensuring a seamless and effective marketing experience. This streamlined approach empowers businesses to engage customers more efficiently, ultimately driving better results with less effort.
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