Register contacts' engagement with your internet marketing initiatives
Applies to Dynamics 365 (online), version 9.x
You can measure customer engagement with your marketing initiatives in several ways, including:
- Adding a script to the pages of your website that enables Dynamics 365 for Marketing to record how people use your website and to connect browsing records to anonymous and known contacts.
- Setting up a redirect URL, which logs clicks on links that you post to social-media sites, ad banners, and other places online. You'll be able to see how often a link was used, where it was used, and who used it (when the user is a known contact).
- The event portal uses a session cookie to enable contacts to sign in and register for events. More information: Set up the event portal
Monitor how visitors use your website
When people come to your website, they are expressing an interest in your organization and its products. And where they go on your site tells you even more about what they are interested in. Frequent or extended browsing sessions with your site, especially in the products or purchasing areas, can be a strong indicator of a contact who is ready to buy.
Dynamics 365 for Marketing can monitor each visitor who comes to your website by using cookies to identify individual browsers each time they open a page or return to your site. Visitors will be anonymous at first, but after a visitor submits a landing page with contact information, Dynamics 365 can link the browser cookie to a contact record, and you'll be able to see the full history of how that contact uses your site, including information from when he or she was still anonymous.
Find or create monitoring code for your website
Go to Marketing > Internet Marketing > Websites to see the current list of websites you are monitoring.
Find the website you want to work with, or select New to create a new one.
Your new or existing website record opens. Here you can enter and read description information and settings for your website. You'll also find results and analytics gathered for the current site so far (if any). The following settings and information are most important when setting up a website for monitoring:
- Name: Shows a name for the website record, which you'll see in the list view and anywhere else you need to identify the record.
- Timeout: The system counts all page loads requested by a single visitor within a short space of time as belonging to the same session. A session is closed when the amount of time specified here passes with no new page requests from that visitor.
Select Save or Save & Close to save your work.
View site-visit data and analytics
- Timeline: Shows a detailed timeline of each click recorded for the current website over time.
- Browsers & Operating Systems: Shows data about which browsers and operating systems visitors are using when they come to your site.
Monitor visitors to your Dynamics 365 marketing pages
Set up redirect URLs
Redirect URLs are links that redirect through your Dynamics 365 server on their way to some other piece of content that the person who clicked the link is actually looking for.
Dynamics 365 logs each click on a redirect URL as it passes the user on to the actual target. By using redirect URLs in your banner ads, tweets, Facebook posts, and elsewhere, you'll be able to see how many people clicked on each of those links, where they were when they did so, and more. This can help you evaluate which of your communication channels are having the greatest impact, and which you should improve or abandon.
Find or create a redirect URL
To find or create a redirect URL.
Go to Marketing > Internet Marketing > Redirect URLs to see the current list of redirect URLs you have set up.
Find the redirect URL you want to work with, or select New to create a new one.
Your new or existing redirect-URL record opens. Here you can enter and read description information and settings for your redirect URL. You'll also find results and analytics gathered for the current redirect URL so far (if any). The following settings and information are most important when setting up a redirect URL:
- Name: Shows a name for the redirect-URL record, which you'll see in the list view and anywhere else where you need to identify the record.
- Original URL: This is the page or download that will open when somebody clicks on the redirect URL (after being logged and forwarded from the Dynamics 365 server).
- Redirecting URL: This is the redirecting URL, generated by Dynamics 365, that you can copy and use wherever you want to post the link. It is generated the first time you save the record.
Select Save to save your work and generate the redirecting URL.
View redirect URL click data and analytics
The same redirect-URL record where you can find the redirecting URL also shows the data collected by using that URL. To see these results, go to Marketing > Internet Marketing > Redirect URLs and open the redirect-URL record you want to examine. Browse the following two tabs to see information gathered by the URL:
- General Info: This is where you find the basic metadata and the redirecting URL itself. After your redirecting URL has started to collect data, you'll find the results here, including a map with geodata and other information from Dynamics 365 for Customer Insights.
- Timeline: Shows a detailed timeline of each click recorded over time.