Marketing Campaigns
Run marketing campaigns on different platforms including email, text, and social media in D365 Marketing. Group policyholders using customer segments for targeted marketing. Personalize campaigns using dynamic fields to capture your policyholders’ attention. Test different subject lines, calls to action, or email content to see which version works best with your audience. Schedule messages to ensure they are sent at the optimal time for each contact.
Customer Journey Automation
Track end-to-end customer journeys that guide prospects and customers through various stages of the insurance lifecycle, from initial awareness to policy purchase. Add and customize emails, SMS messages, events, and decision points to journeys. Automate customer journey flow based on their actions and traits, for example, upon signing up for updates, customers receive a welcome message and are guided through educational content via sequential emails or SMS messages; clicking on product links triggers personalized follow-ups and if the customer starts a quote but doesn't complete it, automated reminders are sent to encourage completion. Check and test the customer journey before launching to make sure it works smoothly. Once a journey is completed, track key journey metrics such as open rates, click-through rates, and conversions, and gain actionable insights to improve future marketing initiatives.
Event Management
Create events, such as insurance webinars, policyholder seminars, educational workshops, or product launches, with customized details and branding within D365. Host webinars within Microsoft Teams to engage with policyholders virtually. Manage all aspects of events from initial planning and budgeting through promotion and publication, attendee registration, webinar broadcasting, final analytics, lead generation, and evaluation of ROI. Gather valuable feedback from attendees using Customer Voice to enhance event experiences.
Lead Scoring
Qualify your leads using lead scoring in D365. Assign numerical values to leads. Define scoring rules and thresholds based on interaction or engagement.
Marketing Pages
Design and customize marketing pages without coding with D365 Marketing. Use drag-and-drop functionality for easy placement of elements such as text, images, videos, forms, and calls-to-action. Optimize viewing experience for various devices including desktops, tablets, smartphones. Capture leads and customer information from marketing pages. Track visitor engagement to optimize page content and design.
