PowerAddon releases a new designer to make marketing automation on Dynamics 365

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The PowerAddon Team is delighted to announce the release of the first version of its designer for marketing campaigns integrated with Microsoft Dynamics 365.The PowerAddon Team is delighted to announce the release of the first version of its designer for marketing campaigns integrated with Microsoft Dynamics 365.
To best explain this novelty, we’d like to tell you about the added value of a designer for a Marketing Automation product.
Firstly, you’ll explore the PowerAddon Evolution Builder tool.Follow these simple steps to do so:

  • Log on to Microsoft Dynamics 365 CRM and create a customer cluster (e.g. customers who have purchased in the past six months). Use the Marketing List creation tool to do this together with the Advanced Finder to add all the contacts to your newly created marketing list.
  • Once you’ve created the marketing list within Microsoft Dynamics 365, launch the PowerAddon Marketing Cloud tool.

The PowerAddon solution is so simple, even junior marketing specialists can create successful campaigns and processes using the drag and drop feature.To launch the marketing automation tool, click on the PowerAddon button in the Dynamics 365 menu.

The PowerAddon tool will open, then select PowerMenu and click on the Designer List. The platform will open the workflow management page created with the Evolution Builder tool. As this is the first workflow you are creating, the list will initially be empty. Now click on “Create a Designer” in the upper right corner (see image) to create the first workflow.Once you have access to the Designer, an empty page will appear that you can use to build a chain of actions and reactions based on your marketing process.To simplify, we have created a process. This process was created using the Evolution Builder application. In the next points we will analyze the single objects in the flow.

1. The first icon represents the Marketing List previously created in the CRM, and is your initial input.1. The first icon represents the Marketing List previously created in the CRM, and is your initial input.

2. A second icon linked to the previous one describes the process of sending Newsletters and gives the user a series of reports related to sent emails:

• Opens: emails opened;

• Clicks: interactions with the email (for example, clicks on links, attachment downloads and navigation);

• Unsubscribes: users who have decided to delete their email address from the list and therefore no longer wish to receive marketing materials;

3. No Action: none of the actions previously described (it can be deduced that the recipient received the email but did not carry out any actions)

4. At this point you can already sort users, separating those who have shown interest from those who were uninterested. We will therefore have a new Marketing List composed of all those who opened (Opens) or interacted with the email (Clicks).

5. The fourth icon, Wait, allows you to set a default time window (e.g. 3 days) within which the platform triggers the next action (here is an example to better clarify the concept: let’s imagine offering a promo within our newsletter that can only be taken advantage of if the user is in the Marketing List of step 3, together with the imposed time limit, thus implementing further segmentation).

6. After the segmentation in step 4, proceed with another Newsletter dedicated exclusively to all customers listed in the new Marketing List (defined in point 4). As before, we will be able to access all the reports related to the emails sent:

• Opens

• Clicks

• Unsubscribes

• No Action

7. In doing so, you’ll only analyze the user/email interactions of a select audience.

This is a perfect example of how a new process is created within the new world of the Evolution Builder.This is just a first article on this new product released within the PowerAddon suite.

Stay Tuned

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