Introduction to Marketing insights

Completed 100 XP

Dynamics 365 Customer Insights - Journeys helps you make smarter decisions by being able to monitor real-time interactions from pages, forms, emails, websites, and more. You can also track the interactions of your contacts and view analytics to understand your impact and improve your marketing content.

Dynamics 365 enables you to view insights, including statistics, analytics, and key performance indicators based on your marketing results from the following entities:

  • Contacts

  • Leads

  • Segments

  • Customer journeys

  • Email messages

  • Lead scoring models

  • Marketing pages

  • Marketing forms

  • Websites

  • Social

  • Redirect URLs

Open and filter use insights

For nearly all entity types, you can view your related results and analytics by opening a record and then switching to the Insights  tab.

Screenshot of the welcome email with the Insights tab selected.

Important

Marketing analytics are processed in less than 10 minutes per 100,000 items (emails sent, contacts, etc.). Processing, however, can take up to 1 hour, especially when processing a large number of items. For example, 1,000,000 items may take up 6 hours to process. The processing speed decreases when the number of items exceeds the maximum limit listed in the fair use policy.

Move between insight categories

Some Insights tabs include two or more categories of insights. You can navigate between these categories by using the vertical navigator menu at the side of the page.

Screenshot of the categories on the Insights tab.

Filter insights by date range and usage

At the top of most insights, you'll find settings that let you filter the information shown, including by date (From and To settings) or usage (such as which Customer journey an email was used in).

This makes it easier to see analytics that are related to a specific campaign or date period when reviewing your marketing initiatives.

Screenshot of the filter settings at the top of the Insights tab.

For more information, see Analyze results to gain insights from your marketing activities.

Insights and KPIs glossary

When you're reviewing your insights, you'll see graphs, timelines, and values for a wide variety of results, interactions, and key performance indicators (KPIs). To learn more about what each display is telling you, hover over the value you're interested in until the info icon appears, and then hover over the icon to view a tool tip with a description of the value.

Screenshot of the info icon with the tooltip displayed.

Dynamics 365 Customer Insights - Journeys insights have many analytics terms that are referred to in almost all entity types. To review the most common analytic terms, visit the Insights glossary.


Next unit: Contact insights

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