MARKETING AUTOMATION MADE SIMPLE FOR MICROSOFT DYNAMICS 365

Transcription

1 MARKETING AUTOMATION MADE SIMPLE FOR MICROSOFT DYNAMICS 365

2 ClickDimensions is a powerful marketing automation solution natively built inside Microsoft Dynamics 365. That means there are no integration costs and no need to sync data. Instead, ClickDimensions is embedded within Dynamics 365 connecting your leads, customers, templates, web surveys, landing pages and campaigns in a single interface. ClickDimensions is the most popular marketing automation solution for Dynamics and is 100% developed for this platform. It isn't available as standalone cloud service and isn't available for any other applications enabling ClickDimensions to remain focused on providing the most user friendly marketing automation solutione for Dynamics 365.

3 QUICKLY DESIGN TEMPLATES ClickDimensions marketing is built directly into Microsoft Dynamics 365. Create impactful templates with easy-to-use editors that make crafting an a simple, intuitive process for everyone. Quickly apply your own branding, content and links. Upload graphics and documents, or import your own HTML, and easily format text. Advanced editing features include branding control to lock content blocks, Instagram-like image editors and dynamic content. Once you've designed your template it can be cloned and customised to save time creating future campaign s. Want to know what your will look like to your recipients? ClickDimensions inbox preview lets you test any and see how it will appear in a variety of desktop and mobile clients including Outlook, iphone, ipad, Android, Gmail and more.

4 MAXIMISE DELIVERY & ENGAGEMENT s are delivered by dedicated servers managed and monitored by a team of ClickDimensions deliverability experts. This service provides reputation monitoring, sender authentication, feedback loop processing and more. Use split A/B testing to implement automated processes that assess which subject lines, templates and sender names drive the best open or click rate. Determine what percentage of your audience should be participate in an A/B test, how long this test should run and ClickDimensions will automatically use the best performing option to send to the remaining recipients. Split testing results are available after s are sent providing valuable insight to help teams understand what messages and formats work best for each audience.

5 CREATE DOUBLE OPT-IN PROCESSES Discover new contacts and uncover leads by encouraging anonymous web visitors to join your mailing list. ClickDimensions drag-and-drop form designer makes it easy to create an opt-in web form without having technical skills. Simply drag the fields onto the form and arrange them how you want. Embed sign-up forms within your corporate website and quickly configure automated processes using native controls to trigger an automated that will enable recipients to confirm their double opt-in. With the entire process tracked and managed within Dynamics 365, marketing teams are able to instantly verify each subscription and demonstrate compliance with privacy regulations, including GDPR.

6 INCREASE ENGAGEMENT WITH WEB FORMS Use other types of web forms to increase interactions with prospects and customers. Embed additional web forms within your website to manage subscription settings, receive 'contact us' requests and provide gated access to PDF's and other resources. Easily configure automated actions that are triggered when ClickDimensions web forms are posted including sending an auto-responder, scheduling tasks, notifying users or adding contacts to a marketing list. When a web visitor completes a form, their address is checked in your Dynamics 365 system to avoid creating duplicate data. Posted web form data is linked to an existing record with fresh leads or contact records created for new visitors who are not already stored in Dynamics.

7 TRIGGER AUTOMATED CAMPAIGNS Create interactive, automated campaigns based on the behaviour of your customers or prospects. Use drag and drop tools to create a flow of triggers, timers, and actions. This can include sending s &/or SMS messages, scheduling tasks or triggering CRM workflows. Drip campaigns will send timely s to keep your messages in front of prospects to nurture people who aren't yet sales ready. Launch campaigns automatically when actions occur including clicks, web form posts, completed surveys, event attendance, or when contacts are added to a marketing list. Send participants down different paths to reflect your rules with decision nodes and time communications perfectly with wait conditions to control the precise days, hours and minutes when automated actions should occur.

8 ONE TRUTH ABOUT ENGAGEMENT ClickDimensions generates data from your marketing activity that provides valuable insights into your customers and prospects behaviour. And, because all ClickDimensions data is stored in Dynamics 365, marketing data is connected with sales and customer details to create custom dashboards, charts, and marketing reports. With embedded marketing automation all s, web visits, page views, and form captures are directly linked to campaign records and each contact or lead. ClickDimensions statistics provide insight into the performance of each bulk campaign. These metrics include interactions, bounces, unsubscribes, click rates, open rates, and more. And with the ClickDimensions Click Heat Map report, quickly see which links in your template are getting the most attention from your recipients.

9 INCREASE SALES & MARKETING COLLABORATION ClickDimensions helps improve collaboration between marketing and sales teams by sharing access to complete and marketing automation data within a single, connected interface. By using ClickDimensions tools and native D365 features, sales and marketing teams are better aligned by: Identifying which campaign leads to pursue with lead scoring that highlights the hottest prospects A history of recent marketing interactions for each customer Personalised list views that promote engagement metrics specific to individual account managers Dashboards that incorporate marketing data Notifications to engage new prospects who join your mailing list, or download PDFs Timely alerts when leads and contacts respond to nurture campaigns Embedded metrics that reveals engaged / unengaged customers

10 GATHER FEEDBACK THROUGH CUSTOMER SURVEYS ClickDimensions makes it easy to create surveys with its drag-and-drop survey designer. Surveys can be ed to leads, contacts and accounts, and even linked to case records, with submitted survey data linked to these Dynamics records. Create your questions, drag them onto the survey designer, add branding, or embed into your website. Create a custom message when surveys are completed, configure automated actions and distribute your survey. ClickDimensions includes configurable skip logic at page and question level so respondents can be routed to follow varying paths based on their responses. View individual survey answers or use the ClickDimensions survey report to see an overview of how people responded. Consistent with other Dynamics 365 entities, you can use survey data to produce personalised views and create custom survey charts.

11 THAT S NOT ALL! ClickDimensions also includes: Subscription management - automated management of unsubscribe instructions & content preferences Landing pages - create landing pages without knowing HTML CSS - ensure your embedded form is consistent with other website elements SMS Integrations (requires separate subscriptions) Event Integration (requires GoToWebinar or EventBrite integration) Social Integration - schedule social posts & track social sharing Web intelligence - discover interested prospects through web intelligence Your business name in links - specify any subdomain name for your links

12 GET IN TOUCH LEARN MORE & FIND OUT HOW PREACT WILL HELP YOU GET STARTED WITH CLICKDIMENSIONS CONSULTANCY, TRAINING & SUPPORT. CONTACT US TODAY TO SCHEDULE A DEMONSTRATION & RECEIVE A QUOTE Vandervell House, Vanwall Business Park, Maidenhead, Berkshire SL6 4UB (0) sales@preact.co.uk