{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights

Today  I am going to share my thoughts on setting up and execute pre and post event communications in Dynamics 365 Customer Insights.

Let's get's started.

Dynamics 365 Customer Insights - Journeys allows businesses to automate event communications before and after an event to maximize engagement and improve attendee experience. This process is managed through Real-Time Journeys, Segmentation and Automated Messaging.

Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.

Steps to Set Up Pre-Event Communications:

Go to Real-Time Journeys in Dynamics 365

Select New Journey and define the event audience (e.g registered attendees,  VIP guests).

After registration, an automated emails is sent with:

Event details (date, time, location, virtual link).

A calendar invite for easy scheduling.

1 week before: Send an email with the event agenda and speaker details.

1 day before: A reminder email or SMS notification to minimize no-slow.

4. Send Pre-Event Surveys(Optional)

Collect attendee preferences via Microsoft Forms integration.

Segment responses to personalize the event experience.

Objective: Gather feedback, nuture leads, and continue engagement after the event.

Steps to Execute Post-Event Communications:

High Attendance & Engagement - Reminders and pre-event content keep attendees informed.

Seamless Experience - Automation ensures no manual follow-ups are needed.

Improved Event ROI - Follow - ups convert attendees into leads, maximizing post-event opportunities.

By setting up pre-event and post-event communications in Dynamics 365 Customer Insights, businesses can create a fully automated, personalized event experience that drives better engagement and long-term relationships.

That's it for today.

I hope this helps.

Malla Reddy Gurram(@UK365GUY)

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