Post on 17-Oct-2019
Marketing Automation: ClickDimensions and D365 forMarketing
Architect and MVP
Email: jlindstrom@hitachisolutions.com
Joel Lindstrom
#HSCCATLANTA19
Project Manager
Email: dbasaraba@hitachisolutions.com
DoriAnn Basaraba
#HSCCATLANTA19
Session Track Lorem Ipsum
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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Marketing AutomationSubheadline Lorem Ipsum Dolor
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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
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Platform Similarities
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ClickDimensions and D365 for Marketing similarities
• Both platforms work completely in Dynamics 365• Nurture campaigns/customer journeys• Email templates, forms, landing pages• Surveys
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Licensing
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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
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Lists and Segments
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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
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Campaigns and Customer Journeys
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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
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ClickDimensions Campaign Automation Builder
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Marketing Calendar
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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
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Email Templates
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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)
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Reports and Analytics
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ClickDimensions Email Statistics
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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
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Event Management
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ClickDimensions event management
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ClickDimensions Event Management Connectors
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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
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Social Marketing
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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.
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Questions