...

• Segments

  • Live View (filter) of contacts

  • Runs automatically approximately every 10 minutes

  • Can be static or dynamics

• Marketing Email

• Customer Journey

  • Left to right workflow with little to no deviation

Real-Time Marketing

• Triggers

  • Captures a contact on some “event”

    • Application Decision Code is updated

    • Contact registers for an event

  • Can trigger based off a specific 1:N record (e.g. opportunity)

• Email (not Marketing Email!)

• Journey (not Customer Journey!)

  • Top down workflow with ability to create many branches and conditions

References

• Build journeys with Dynamics 365 Customer Insights - Journeys:
  https://learn.microsoft.com/en-us/training/modules/build-journeys-marketing/

• Outbound Marketing customer journey training:
  https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/create-simple-customer-journey

• Creating a trigger based customer journey:
  https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-trigger-based-journey

• Creating customer journey emails:
  https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-email

• Creating a customer journey demo:
  https://www.youtube.com/watch?v=QjjOz2VQOSU

• Creating a real time marketing customer journey demo:
  https://www.youtube.com/watch?v=13Cb7fIGxo8