*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
One of my favourite features, that often goes un-viewed, is that of the Insights tab on a Contact record, showing information from D365 Marketing interactions. You can see an interactions timeline and breakdown of things like form visits and submissions, emails sent, clicked and opened, subscription list interactions and event registrations and check-ins. It’s always been a good place to start for finding out more about a Contact and how engaged they might be. This has always been a good tool BUT only worked for Outbound interactions. Until now! April 2023 release for D365 Marketing has brought us a new Real-time marketing Contact insights view. Let’s check it out!
Here is the Insights tab, and this SHOULD be what you are familiar with, the Outbound marketing view.
Now we have a Real-time marketing section! Note that this is currently ONLY on a Contact record, and does not transfer across on to Leads. Clicking on it gives us an overview of channel engagement providing information on the number of email opened and clicked, forms visited and submitted and some KPI’s giving the email open rate and number of delivery issues. We can then click on the link for view email insights to dig a little deeper.
This section gives the breakdown to where we can actually see which emails were delivered, opened and clicked, including number of emails, unique opens, unique clicks and the rates for each. There is a little information icon next to opened and clicked email links, and I’ve shared the definitions below:
Unique opens refer to the number of times a contact opened an email, excluding repeated opens of the same email, and Open rate is the ratio of unique email opens to total delivered.
Unique clicks is the number of clicks on a link, not counting multiple clicks of the same message, and Click rate is the ratio of unique clicks on a link to total message deliveries.
Scrolling a bit further, we can see any delivery failures, blocked emails or any emails that the Contact marked as spam.
Going back to the Real-time marketing overview, we can now click in the Form section to review the form insights. This gives us a summary of the number of forms visits and number of forms submitted. Remember that these are all Real-time forms, so this part might remain empty for a while until you are ready to embrace the new form experience.
If you see the three dots (ellipsis) on any of the cards, you can click to export the data and review in Excel.
I’m happy to see this, and I HOPE (keeping everything crossed) to see Journeys added to the Real-time Marketing insights tab soon! So many of my clients want to see not only emails and forms, but ultimately which Journeys has someone gone through. Fingers crossed!
Check out the latest post:
Installing Updates For D365 Marketing AKA Customer Insights Journeys
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