D365 Customer Insights — Journeys

Journeys can be triggered based on real-world interactions. Trigger-based customer journeys enable Marketers to react to customers’ actions in real-time. Whereas Segment-based journeys are used to create outbound journeys like sending out announcements or a nurture campaign.

The real-time nature of the journey ensures that Marketers can respond to customers immediately and convert their expression of interest into a sale.

Customer Insights — Creating Emails
In this video titled, Creating Emails, you will learn the fundamentals of email marketing. You will create emails and learn how to personalize content based on audience.

Customer Insights — Dataverse-Based Journeys
In this video titled, Working with Dataverse-Based Journeys, you will learn how Customer Insights provides marketers the flexibility to start, personalize, and measure customers' journeys based on customer data. Business transactions initiated from within Dynamics 365 create opportunities for meaningful engagements with customers.

Customer Insights — Trigger-Based Journeys
In this video titled, Working with Trigger-Based Journeys, you will create a journey based upon the trigger you created in the previous video titled Triggers. Marketers will leverage trigger-based customer journeys to react to customers’ actions in real-time. Journeys can be triggered based on real-world interactions like walking into a store and connecting to Wi-Fi. In this video, you will learn how the real-time nature of the journey ensures that marketers can respond to customers immediately and convert their expression of interest into a sale.

Customer Insights — Segment-Based Journeys
In this video titled, Working with Segment-Based Journeys, you will create a journey based upon the segment you created in the previous video titled Segments. Marketers leverage segment-based journeys to create outbound journeys such as sending out announcements or a delivering a nurture campaign. In this video, you will create a simple, segment-based journey to your customers from a specific segment.

Supporting Resources for these videos