• D365 Marketing Dictionary

    Below I have put together a dictionary of all the key terminology I have come across whilst using the Marketing application

    (This is a working document that i will always be adding to)

  • A/B Testing
    We can use A/B testing to find out which of two similar designs is likely to be the most successful and then send the winning design of an email to the remaining audience of a customer journey automatically

  • Branching Rules

    Within a customer journey it is possible to apply branching logic. You can branch your audience based on a specific contact profile attribute like a birthday or you can branch based on a status of a trigger such as an opportunity being won or lost. Finally we can also branch based on If/Then logic. For example, if a contact opens an email, they are to then be funnelled down the yes branch, otherwise they go in the no branch.

  • Customer Journey

    Both Real-time Marketing and Outbound Marketing enable users to be taken along a journey of communication and interaction. The difference between the two if the timeine of the interactions inititing. Real-time Mareting is instant, whereas Outbound Marketing tends to be used to start on a certain date.

    Its is this orchestration of interactions with a customer, which is designed to guide and engage contacts using automated messages and activities whilst ensuring content is personalised and tailored to the contact at the receiving end

  • Dashboards
    The built-in aggregate cross-journey analytics dashboard shows relevant metrics and insights for all your journey orchestrations in one place.

  • O

  • Q

  • Segments
    Segments let you create groups of related contacts that you can target with customer journeys. There are two types of Segments:

    Static Segment
    This is a list where you manually add the contacts of your choice and remove them when you need to. This is particularly helpful for Marketeers who wish to send an email to their colleagues for proof reading/approval before distributing to their target audience.

    Dynamic Segment
    This a segment where contacts will fall in and out of the segment based on the following:
    1. Profile/demographic data such as birthday, location
    2. Behavioural data such as opening an email, subscribing to newsletter