marketing automation: clickdimensions and d365 formarketing · • clickdimensions has facebook,...

Marketing Automation: ClickDimensions and D365 forMarketing

Architect and MVP

Email: [email protected]

Joel Lindstrom

#HSCCATLANTA19

Project Manager

Email: [email protected]

DoriAnn Basaraba

#HSCCATLANTA19

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Marketing Automation

Platform similarities

Lists and Segmentation

Campaigns

Email Templates

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C O N T E N T S

Reporting

Lead Scoring

Event Management

Social

Questions

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/ 5Think Digital Customer Conference 2019

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Marketing Automation: goals

• Increase sales• Segment/classify clients• Target messages to appropriate people• Guide leads through journey to sales ready opportunity• Cross-sell/upsell existing customer


Platform Similarities


ClickDimensions and D365 for Marketing similarities

• Both platforms work completely in Dynamics 365• Nurture campaigns/customer journeys• Email templates, forms, landing pages• Surveys


Licensing


Licensing

• ClickDimensions licensed by number of emails sent• Dynamics 365 for Marketing based on number of “marketing

contacts”• Contacts included in marketing activity• Counter in settings• Can send up to 10 emails X # of marketing contacts per month

• Dynamics 365 for Marketing must be licensed per environment• Considerations when moving customizations


Lists and Segments


Key Differences

• ClickDimensions uses legacy marketing lists• Dynamics 365 for Marketing uses segments• Segments can be combined• Inclusion and exclusion• ClickDimensions can combine multiple marketing lists on bulk

emails


Campaigns and Customer Journeys


Customer Journey

Customer Journey lets you create multiple-step, multichannel marketing campaigns that target a specific segment, deliver marketing email messages, respond to contact interactions, and more


ClickDimensions Campaign Automation Builder


Marketing Calendar


Key Differences

• ClickDimensions uses campaigns, campaign response, and ClickDimensions Campaign Automation functionality

• Dynamics 365 for Marketing uses Customer Journeys• ClickDimensions can send emails outside of campaign• Dynamics 365 emails must be sent through customer journey• Marketing calendar


Email Templates


Key Differences

ClickDimensionsSocial links and social sharing linksBuilt-in Image Editor (allows resizing/cropping, transforming, filters, drawing/stickers/shapes, corners, background changes, etc)Can use multiple custom domain aliases for links (ie, the trackable links can be branded to support multiple brands)


Reports and Analytics


ClickDimensions Email Statistics


Key Differences

ClickDimensions• Email statistics show device stats (ie, opened on iOS or Desktop,

etc.) and conversions as a result of the email (submitted forms, surveys, website visits, etc)

• Marketing interactions stored in D365

D365 for Marketing• Marketing interactions stored in Customer Insights


Event Management


ClickDimensions event management


ClickDimensions Event Management Connectors


Key Differences

• Dynamics 365 for Marketing has native event management capabilities for large conference style events

• ClickDimensions focuses on tactical marketing events• Cvent, EventBrite, Webex, GoToWebinar• Integrations with web meeting providers


Social Marketing


Key Differences

• ClickDimensions has Facebook, LinkedIn and Twitter social posts out-of-the-box

• ClickDimensions also tracks the clicks on social posts back to Dynamics and can relate it to the Contact or Lead if they have been identified.

• Dynamics 365 for Marketing has LinkedIn Lead Generation Forms• April update adds Twitter, LinkedIn, and Facebook posting.


Questions

marketing automation: clickdimensions and d365 formarketing · • clickdimensions has facebook,...

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