![]() I did this as I assumed “commercial” messages needed consent and I was yet to configure my consent center! Notice in my first test I set the message designation as “transactional”. (Something for me to fix later as that was a Twilio issue! Maybe I simply had no credit on my account!! ) For me that worked “well”, as I found my Telesign account was working as expected but something was wrong with the account details for my Twilio account. This allowed me to check my message and SMS setup before creating a journey. Notice that we also have a very useful “test send” option. Below you can see I have created a template for my Telesign number. Once you provider is created you can create SMS message templates, ready to be used in journeys. Whilst real-time marketing is focused on outbound scenarios. Omnichannel for Customer Service will have (largely) an inbound focus. I already have then setup in my Omnichannel for Customer Service channels. Including the provider’s name, customer ID and your API key or Auth token.įor my testing I decided to connect my existing Twilio and Telesign accounts to real-time marketing. Once you have your account under SMS providers you will be able to enter the details of the account. Before you can do that, you’d need either a Telesign or Twilio account. It is possible to send a text message in a journey. The first I considered was text messages. Text messages, push notifications and emails. Developers can then use the code snippet to trigger the event.Īt this point I have not created any custom events! But you can read about custom event triggers here … Create custom event triggers in real-time marketing (Dynamics 365 Marketing) | Microsoft Docs ![]() A process which involves creating new event, which in turn will produce a code snippet. You can even create your own custom event triggers. Out of the box several triggers exist including things like, customer voice response submitted, email opened, incident created, lead created and more. Often, we will use event triggers in real-time marketing to decide when to send what messages. (aka events) Therefore, my first area of interest was the concept of events triggers. Channels available include emails, push notifications and text messages.Īs already mentioned, real-time marketing is aimed at a personalized approach, meaning messages will typically be sent to customers based on actions they complete. Within real-time marketing you will have options to define journeys, event triggers, segments, consent center and more. It is this new option that I will be testing out. And there is a new area called “Real-time marketing”. Once you have real-time marketing installed you will find that your existing marketing option in the app is now described as “Outbound marketing”. The install is lengthy so allow plenty of time! Use this to check if real-time marketing is installed and install if required. ![]() In the settings area of you marketing app, you will find a “Versions” option. (I couldn’t see an option to uninstall real-time marketing!) If you are considering this option, I would recommend that you test it in a trial before enabling on your production instance. The use of real-time marketing is optional! Meaning you may need to install it before testing it out. Real-time marketing has a different focus, it is trying to be a smarter aimed at creating a more personalized approach based on specific customer actions. The current outbound marketing capabilities are targeted at sending mass communications to your customers and then nurturing any resulting leads. And at the end of this post, I will try and give a summary of the pros / cons of real-time marketing compared to the features we already have in Dynamics 365 outbound marketing. This post will include my initial findings and thoughts. I have therefore been busy testing its capabilities and comparing real-time marketing and outbound marketing. I have recently been asked to review the new real-time marketing feature. ![]()
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