Enhance Marketing with Real-time Custom Trigger Data
Maximize Marketing Impact with Entity Reference Triggers in Dynamics 365!
Custom triggers in Dynamics 365 Marketing have been revolutionizing user experiences by providing real-time responsiveness. These triggers have now been enhanced with the inclusion of specific row references called 'Entity references', taking the functionality to a new level. This advancement allows users to include a wealth of related information across multiple levels of data with relative ease.
A custom trigger is designed to enable automatic actions within customer journeys based on specific data changes or events. To implement these triggers effectively, no coding is required; users can simply utilize a flow-based approach for a seamless experience. Moreover, Ami Diamond shares insights in a previous blog post about creating these triggers without the need for developers, keeping the process accessible.
The newly introduced 'Entity Reference' attribute type streamlines the process of assigning data to triggers by bundling an entire record and its associated data conveniently. This simplifies the setup procedure for marketers and allows for a more dynamic and responsive marketing experience. In essence, 'Entity references' provide a robust method for marketing automation, with references to a specific row rather than an entire table entity.
For example, when customers receive their orders, real-time marketing can be employed to request feedback or measure their Net Promoter Score (NPS). Custom triggers can be used to send personalized surveys, significantly reducing the need for manual data entry, thus saving time. The integration of an order entity reference within a trigger can unlock various personalization and targeting possibilities in marketing journeys and emails.
- Send different email content based on the order's delivery country
- Customize the email sign-off depending on the salesperson or account owner
- Delay marketing journeys based on delivery dates and order values
People also ask
Which two business triggers are available out-of-the-box?
Microsoft 365 offers a variety of business triggers out-of-the-box to automate workflows and processes. While the particular triggers depend on the context in which the question is asked, two common out-of-the-box triggers in several Microsoft 365 applications like Power Automate are "When a new email arrives" (for Outlook) and "When an item is created" (for SharePoint). These triggers are meant to initiate automated workflows in response to common business activities.What is Dynamics 365 entity reference?
In Dynamics 365, an entity reference pertains to a data structure that represents a reference to another entity. It holds the unique identifier (GUID) of the entity and the logical name of the entity type. This is crucial for developers working with Dynamics 365 because it enables them to create relationships and link entities together in a coherent and structured way.What is the marketing event registration trigger in Dynamics?
The marketing event registration trigger in Dynamics 365 for Marketing is a mechanism that activates a process when someone registers for an event. This trigger can initiate automated actions like sending confirmation emails, creating contact records, or updating event attendance lists. It is an essential feature for event management and marketing automation within the Dynamics 365 platform.What is real-time marketing Dynamics 365?
Real-time marketing in Dynamics 365 refers to marketing capabilities that allow organizations to engage their customers with personalized content and offers in real time. It leverages customer data, behavior, and AI-driven insights to deliver the right message through the right channels at the right moment. This feature of Dynamics 365 supports more dynamic and responsive marketing strategies, improving customer experiences and helping drive conversions.Keywords
Real-time Marketing Custom Triggers, Entity References in Marketing Triggers, Marketing Automation Entity Data, Personalized Marketing Trigger Rows, Custom Trigger Data Inclusion, Marketing Trigger Specific Entities, Real-time Trigger Data References, Marketing Entity Trigger Personalization, Custom Marketing Trigger Configuration, Real-time Data Custom Marketing Triggers