{Do you know} Set up and execute pre and post event communications in Dynamics 365 Customer Insights
Hello Everyone,
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.
1. Pre-Event Communications (Before the Event)
Objective: Increase registration rates, reduce dropouts, and ensure attendees are well-informed.
Steps to Set Up Pre-Event Communications:
1. Create a Customer Journey for Event Attendees
Go to Real-Time Journeys in Dynamics 365
Select New Journey and define the event audience (e.g registered attendees, VIP guests).
2. Automate Confirmation Emails & Calendars Invites
After registration, an automated emails is sent with:
Event details (date, time, location, virtual link).
A calendar invite for easy scheduling.
3. Schedule Reminder Emails or SMS
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.
2. Post Event Communications (After the Event)
Objective: Gather feedback, nuture leads, and continue engagement after the event.
Steps to Execute Post-Event Communications:
1. Send a Thank-You Email
- Immediately after the event, an email is sent to thank attendees.
- Include event highlights, key takeaways, or special offers.
2. Distribute Event Recordings & Materials
- Provide recorded sessions, presentation slides and other resources via a link.
3. Collect Feedback with Post -Event Surveys
- Automate a survey email asking attendees for feedback on the event.
- Use Power Automate to store survey results in Dataverse for future analysis.
4. Nuture Leads Based on Event Engagement
- Segment attendees based on participation levels (e.g., active participants vs passive viewers).
- Enroll engaged attendees into a follow-up nuture journey, offering product demos or next steps.
3. Execution & Automation Using Dynamics 365
- Use Pre Built Event Templates: Simplify the setup process with templates for common event journeys.
- Trigger - Based Automation: Emails and messages are sent automatically based on attendee actions.
- Real-Time Analytics & Reports: Track open rates, attendees trends and engagement insights in Power BI.
Benefits of Automated Pre & 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)
#365blogpostsin365days
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