Up next in 10
Join this live session with Mahender Pal and Venkata Subbarao for the next episode of Microsoft Business Application on June 28 at 10:00 PM (IST).
In this session, we will be giving a walkthrough on the Dynamics 365 Customer Insights Part 2.
When we enable the Copilot features, agents can do the following actions in the Copilot in Dynamics 365 CRM Sales:
• Create and Manage Segments
• Working with Triggers
• Create a Journey
• Trigger Based and Segment Based Journey
• Set Goal
• Define Journey Exist
• Frequency Cap
• Demo
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[Music]
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hello everyone welcome again to the MVP
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hello everyone welcome again to the MVP
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hello everyone welcome again to the MVP so which is hosted by C Corner Community
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so which is hosted by C Corner Community
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so which is hosted by C Corner Community and uh as you know that from last two
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and uh as you know that from last two
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and uh as you know that from last two sessions we have been discussing about
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sessions we have been discussing about
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sessions we have been discussing about that customer insights so we will
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that customer insights so we will
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that customer insights so we will continue on the same topic and now uh
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continue on the same topic and now uh
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continue on the same topic and now uh today we have some more uh you know new
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today we have some more uh you know new
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today we have some more uh you know new topic that we want to include and uh we
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topic that we want to include and uh we
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topic that we want to include and uh we will be discussing on that and uh so
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will be discussing on that and uh so
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will be discussing on that and uh so let's see how uh this is basically that
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let's see how uh this is basically that
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let's see how uh this is basically that you know high level agenda for today so
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you know high level agenda for today so
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you know high level agenda for today so we'll start with the basic introduction
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we'll start with the basic introduction
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we'll start with the basic introduction uh and then we will see how you know
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uh and then we will see how you know
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uh and then we will see how you know what what are basically you know uh like
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what what are basically you know uh like
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what what are basically you know uh like in earlier session we discussed about
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in earlier session we discussed about
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in earlier session we discussed about the contents how we can create contents
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the contents how we can create contents
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the contents how we can create contents and how we can you know use that
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and how we can you know use that
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and how we can you know use that existing controls to do those contents
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existing controls to do those contents
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existing controls to do those contents but what do you know when we have the
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but what do you know when we have the
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but what do you know when we have the content ready when we want to send to
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content ready when we want to send to
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content ready when we want to send to the customer so how how we create that
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the customer so how how we create that
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the customer so how how we create that list and how we create the Target
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list and how we create the Target
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list and how we create the Target customer that's what we are going to
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customer that's what we are going to
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customer that's what we are going to discuss today so we will discuss about
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discuss today so we will discuss about
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discuss today so we will discuss about uh the segment that's a very key uh you
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uh the segment that's a very key uh you
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uh the segment that's a very key uh you know important part of that customer
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know important part of that customer
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know important part of that customer inside uh Journey so we'll discuss how
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inside uh Journey so we'll discuss how
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inside uh Journey so we'll discuss how we can create segment what are the
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we can create segment what are the
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we can create segment what are the different ways of creating it how we can
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different ways of creating it how we can
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different ways of creating it how we can you know use triggers to create our
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you know use triggers to create our
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you know use triggers to create our segments and how we will see that you
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segments and how we will see that you
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segments and how we will see that you know we can set up the goals of that
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know we can set up the goals of that
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know we can set up the goals of that that you know how it's performing and
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that you know how it's performing and
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that you know how it's performing and what what's basically you know the
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what what's basically you know the
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what what's basically you know the performance of our customer inside
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performance of our customer inside
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performance of our customer inside Journey okay and then we'll see that
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Journey okay and then we'll see that
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Journey okay and then we'll see that what are the criteria that we want to
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what are the criteria that we want to
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what are the criteria that we want to send the boundary that okay uh this is
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send the boundary that okay uh this is
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send the boundary that okay uh this is that basically exit from this our you
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that basically exit from this our you
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that basically exit from this our you know Journey okay and then we'll discuss
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know Journey okay and then we'll discuss
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know Journey okay and then we'll discuss about that frequency cap as well and
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about that frequency cap as well and
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about that frequency cap as well and then we'll see the demo of this complete
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then we'll see the demo of this complete
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then we'll see the demo of this complete topics that we discuss today okay so
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topics that we discuss today okay so
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topics that we discuss today okay so before jumping into that main topics
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before jumping into that main topics
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before jumping into that main topics let's have a quick introduction about
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let's have a quick introduction about
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let's have a quick introduction about ourself myself Mahindra and I have my
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ourself myself Mahindra and I have my
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ourself myself Mahindra and I have my friend Wen with me so we both are
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friend Wen with me so we both are
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friend Wen with me so we both are Microsoft MVPs and we have been working
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Microsoft MVPs and we have been working
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Microsoft MVPs and we have been working like more than you know 10 years on the
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like more than you know 10 years on the
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like more than you know 10 years on the Microsoft Technologies and we are both
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Microsoft Technologies and we are both
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Microsoft Technologies and we are both she sharp corner Community MVPs as well
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she sharp corner Community MVPs as well
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she sharp corner Community MVPs as well okay hi everyone so so I will be taking
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okay hi everyone so so I will be taking
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okay hi everyone so so I will be taking uh the PBT part and then I will pass mic
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uh the PBT part and then I will pass mic
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uh the PBT part and then I will pass mic over to my friend Wen and he will be
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over to my friend Wen and he will be
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over to my friend Wen and he will be taking care of the Dem okay so let's
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taking care of the Dem okay so let's
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taking care of the Dem okay so let's jump into that uh our main topic
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yeah so as I said like you know last
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yeah so as I said like you know last
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yeah so as I said like you know last couple of two uh you know last two
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couple of two uh you know last two
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couple of two uh you know last two sessions actually we have been
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sessions actually we have been
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sessions actually we have been discussing about that customer Insight
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discussing about that customer Insight
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discussing about that customer Insight so we saw that you know that when we
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so we saw that you know that when we
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so we saw that you know that when we have some kind of uh you know marketing
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have some kind of uh you know marketing
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have some kind of uh you know marketing event that we want to perform and when
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event that we want to perform and when
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event that we want to perform and when we have some kind of new product or new
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we have some kind of new product or new
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we have some kind of new product or new feature launch and or maybe we want to
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feature launch and or maybe we want to
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feature launch and or maybe we want to get some more customer from the market
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get some more customer from the market
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get some more customer from the market and uh somehow we want to pass that
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and uh somehow we want to pass that
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and uh somehow we want to pass that information to our customer so whether
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information to our customer so whether
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information to our customer so whether it's those are existing customer or we
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it's those are existing customer or we
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it's those are existing customer or we are trying to you know acquire some new
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are trying to you know acquire some new
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are trying to you know acquire some new customer from the market okay depending
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customer from the market okay depending
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customer from the market okay depending on the different sources so we utilize
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on the different sources so we utilize
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on the different sources so we utilize the customer Insight okay in the
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the customer Insight okay in the
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the customer Insight okay in the customer insights we have different uh
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customer insights we have different uh
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customer insights we have different uh controls different features that we can
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controls different features that we can
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controls different features that we can utilize to create our contents we can uh
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utilize to create our contents we can uh
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utilize to create our contents we can uh generate those content ourself or we can
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generate those content ourself or we can
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generate those content ourself or we can use the AI features that we discuss in
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use the AI features that we discuss in
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use the AI features that we discuss in last sessions how we can use the AI
4:01
last sessions how we can use the AI
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last sessions how we can use the AI feature and get help you know from that
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feature and get help you know from that
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feature and get help you know from that to generate that email content or the
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to generate that email content or the
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to generate that email content or the contents of you know that material that
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contents of you know that material that
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contents of you know that material that we are preparing to send our customer
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we are preparing to send our customer
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we are preparing to send our customer okay so continuing on that today we are
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okay so continuing on that today we are
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okay so continuing on that today we are discussing about how we can create the
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discussing about how we can create the
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discussing about how we can create the segment segment is nothing but the list
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segment segment is nothing but the list
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segment segment is nothing but the list of the customer whom we want to Target
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of the customer whom we want to Target
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of the customer whom we want to Target okay so where we want to send all that
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okay so where we want to send all that
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okay so where we want to send all that emails and all the materials that we
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emails and all the materials that we
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emails and all the materials that we have been preparing for the marketing so
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have been preparing for the marketing so
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have been preparing for the marketing so we have different options to you know
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we have different options to you know
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we have different options to you know create the segment so we can use the
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create the segment so we can use the
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create the segment so we can use the demographical you know details or their
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demographical you know details or their
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demographical you know details or their behavior details for example you know
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behavior details for example you know
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behavior details for example you know from where they are coming so maybe they
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from where they are coming so maybe they
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from where they are coming so maybe they you know let's say for example if I want
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you know let's say for example if I want
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you know let's say for example if I want to Target that list of the customer who
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to Target that list of the customer who
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to Target that list of the customer who is residing in Delhi okay or maybe I'm
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is residing in Delhi okay or maybe I'm
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is residing in Delhi okay or maybe I'm saying that okay in that particular
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saying that okay in that particular
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saying that okay in that particular journey I want to Target that list of
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journey I want to Target that list of
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journey I want to Target that list of the customer who is coming into my
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the customer who is coming into my
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the customer who is coming into my website and they are you know putting
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website and they are you know putting
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website and they are you know putting some comment over there or they are you
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some comment over there or they are you
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some comment over there or they are you know filling some form then based on
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know filling some form then based on
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know filling some form then based on that when I will get that response I
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that when I will get that response I
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that when I will get that response I will you know include them in the
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will you know include them in the
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will you know include them in the journey okay so those kind of thing that
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journey okay so those kind of thing that
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journey okay so those kind of thing that we have here that we can use uh you know
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we have here that we can use uh you know
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we have here that we can use uh you know to create our segments and we'll see
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to create our segments and we'll see
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to create our segments and we'll see that we have different other options to
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that we have different other options to
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that we have different other options to use the triggers as well so we can use
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use the triggers as well so we can use
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use the triggers as well so we can use the buil-in triggers that will we'll see
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the buil-in triggers that will we'll see
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the buil-in triggers that will we'll see list of the triggers that when this will
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list of the triggers that when this will
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list of the triggers that when this will happen include that customer or include
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happen include that customer or include
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happen include that customer or include that whoever is that you know audience
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that whoever is that you know audience
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that whoever is that you know audience to this list or capture the data or we
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to this list or capture the data or we
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to this list or capture the data or we can also create our own um you know
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can also create our own um you know
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can also create our own um you know custom triggers okay so that's what we
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custom triggers okay so that's what we
5:35
custom triggers okay so that's what we are going to discuss
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are going to discuss
5:38
are going to discuss today so let's uh jump into that uh
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today so let's uh jump into that uh
5:44
today so let's uh jump into that uh segment so if you are basically you know
5:48
segment so if you are basically you know
5:48
segment so if you are basically you know uh you already uh you know been working
5:51
uh you already uh you know been working
5:51
uh you already uh you know been working with Dynamics so earlier we used to have
5:54
with Dynamics so earlier we used to have
5:54
with Dynamics so earlier we used to have a marketing module in Dynamics and we
5:57
a marketing module in Dynamics and we
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a marketing module in Dynamics and we used to have the marketing list there
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used to have the marketing list there
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used to have the marketing list there okay so segment is nothing but that kind
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okay so segment is nothing but that kind
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okay so segment is nothing but that kind of the marketing list that we prepare
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of the marketing list that we prepare
6:05
of the marketing list that we prepare okay so here we target our customers
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okay so here we target our customers
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okay so here we target our customers basically in the main uh while creating
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basically in the main uh while creating
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basically in the main uh while creating the segment it asks you to select that
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the segment it asks you to select that
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the segment it asks you to select that customer so we have two type of customer
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customer so we have two type of customer
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customer so we have two type of customer that we target here basically for
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that we target here basically for
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that we target here basically for setting up that you know segment
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setting up that you know segment
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setting up that you know segment initially that's the contact and the
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initially that's the contact and the
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initially that's the contact and the lead but further when we are creating
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lead but further when we are creating
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lead but further when we are creating that we can also use the all the related
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that we can also use the all the related
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that we can also use the all the related entities so for example if I'm selecting
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entities so for example if I'm selecting
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entities so for example if I'm selecting the contact I can see all the related
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the contact I can see all the related
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the contact I can see all the related tables which is there for the contact so
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tables which is there for the contact so
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tables which is there for the contact so I can use any other uh you know
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I can use any other uh you know
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I can use any other uh you know attributes or any other data that from
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attributes or any other data that from
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attributes or any other data that from coming from the table based on that I
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coming from the table based on that I
6:42
coming from the table based on that I can design my conditions so that kind of
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can design my conditions so that kind of
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can design my conditions so that kind of thing can be see here so if you can see
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thing can be see here so if you can see
6:48
thing can be see here so if you can see on the screen here we have options for
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on the screen here we have options for
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on the screen here we have options for the you know the target audience that I
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the you know the target audience that I
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the you know the target audience that I have selected when creating the segment
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have selected when creating the segment
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have selected when creating the segment I selected I want to use main entity as
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I selected I want to use main entity as
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I selected I want to use main entity as a contact and then under that contact
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a contact and then under that contact
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a contact and then under that contact it's showing me the list of that
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it's showing me the list of that
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it's showing me the list of that attribute what are the different
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attribute what are the different
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attribute what are the different attribute that I can utilize and then
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attribute that I can utilize and then
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attribute that I can utilize and then there are different you know related
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there are different you know related
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there are different you know related tables so it's showing me the related
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tables so it's showing me the related
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tables so it's showing me the related tables that is available and I can
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tables that is available and I can
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tables that is available and I can utilize their metadata as well to design
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utilize their metadata as well to design
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utilize their metadata as well to design this segment right so we can use any
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this segment right so we can use any
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this segment right so we can use any attributes here so when we will click on
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attributes here so when we will click on
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attributes here so when we will click on this it will I will show you in the next
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this it will I will show you in the next
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this it will I will show you in the next slide it will show you the list of the
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slide it will show you the list of the
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slide it will show you the list of the fields that is available on the contact
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fields that is available on the contact
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fields that is available on the contact entity we can use those fields to you
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entity we can use those fields to you
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entity we can use those fields to you know set up our conditions or we can
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know set up our conditions or we can
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know set up our conditions or we can also do other kind of uh you know uh use
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also do other kind of uh you know uh use
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also do other kind of uh you know uh use other kind of behavior just like for
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other kind of behavior just like for
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other kind of behavior just like for example you know you know if we are uh
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example you know you know if we are uh
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example you know you know if we are uh using any marketing uh website or our
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using any marketing uh website or our
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using any marketing uh website or our website contact us page or we are doing
7:45
website contact us page or we are doing
7:45
website contact us page or we are doing some kind of event you know on that
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some kind of event you know on that
7:48
some kind of event you know on that event we whenever uh we will capture all
7:50
event we whenever uh we will capture all
7:50
event we whenever uh we will capture all that event registration from that
7:52
that event registration from that
7:53
that event registration from that information we can capture and we can
7:54
information we can capture and we can
7:54
information we can capture and we can create the segment or we can use any
7:56
create the segment or we can use any
7:56
create the segment or we can use any other channels for example if some you
7:58
other channels for example if some you
7:59
other channels for example if some you know we have done something on the
8:00
know we have done something on the
8:00
know we have done something on the Facebook okay and we have posted
8:02
Facebook okay and we have posted
8:02
Facebook okay and we have posted something and somebody's responding that
8:04
something and somebody's responding that
8:04
something and somebody's responding that they are you know adding comment over
8:07
they are you know adding comment over
8:07
they are you know adding comment over there from there also we can capture
8:09
there from there also we can capture
8:09
there from there also we can capture that audience and we can include them in
8:11
that audience and we can include them in
8:11
that audience and we can include them in the segment right and then we can have
8:16
the segment right and then we can have
8:16
the segment right and then we can have our own different options here where we
8:18
our own different options here where we
8:18
our own different options here where we can decide that okay this is the
8:20
can decide that okay this is the
8:20
can decide that okay this is the criteria to include them and this is the
8:22
criteria to include them and this is the
8:22
criteria to include them and this is the criteria to exclude them so we can set
8:24
criteria to exclude them so we can set
8:24
criteria to exclude them so we can set up the boundary okay so what are the
8:26
up the boundary okay so what are the
8:26
up the boundary okay so what are the conditions if the the audience or the C
8:29
conditions if the the audience or the C
8:29
conditions if the the audience or the C customer will F you know fulfill this
8:31
customer will F you know fulfill this
8:31
customer will F you know fulfill this condition that means they will be part
8:33
condition that means they will be part
8:33
condition that means they will be part of our segment if they are not
8:35
of our segment if they are not
8:35
of our segment if they are not fulfilling this condition it means they
8:37
fulfilling this condition it means they
8:37
fulfilling this condition it means they are not part of our segment so those
8:40
are not part of our segment so those
8:40
are not part of our segment so those kind of thing can be done while creating
8:42
kind of thing can be done while creating
8:42
kind of thing can be done while creating the
8:46
segment so so this is uh the another uh
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segment so so this is uh the another uh
8:51
segment so so this is uh the another uh feature that we have when we create the
8:53
feature that we have when we create the
8:53
feature that we have when we create the segment so again I will you know relate
8:56
segment so again I will you know relate
8:56
segment so again I will you know relate this to the marketing list that we used
8:58
this to the marketing list that we used
8:58
this to the marketing list that we used to have earlier in CRM earlier we used
9:01
to have earlier in CRM earlier we used
9:01
to have earlier in CRM earlier we used to have two kind of marketing list
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to have two kind of marketing list
9:03
to have two kind of marketing list Dynamic marketing list and the static
9:05
Dynamic marketing list and the static
9:05
Dynamic marketing list and the static marketing list so it's kind of same
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marketing list so it's kind of same
9:07
marketing list so it's kind of same thing here so while creating that
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thing here so while creating that
9:09
thing here so while creating that segment we have a option here to set up
9:12
segment we have a option here to set up
9:12
segment we have a option here to set up the refresh rate so we have a automatic
9:14
the refresh rate so we have a automatic
9:14
the refresh rate so we have a automatic refresh or we have a static snapshop so
9:18
refresh or we have a static snapshop so
9:18
refresh or we have a static snapshop so automatic means like we will set up the
9:20
automatic means like we will set up the
9:20
automatic means like we will set up the condition and then based on that
9:23
condition and then based on that
9:23
condition and then based on that condition the member will be added to
9:25
condition the member will be added to
9:25
condition the member will be added to this segment automatically okay so just
9:28
this segment automatically okay so just
9:28
this segment automatically okay so just an example let's say for example I'm
9:30
an example let's say for example I'm
9:30
an example let's say for example I'm saying that I want I to create a segment
9:33
saying that I want I to create a segment
9:33
saying that I want I to create a segment where I want to include all the customer
9:36
where I want to include all the customer
9:36
where I want to include all the customer from the Delhi okay so let's take an
9:39
from the Delhi okay so let's take an
9:39
from the Delhi okay so let's take an example right now I have a eight
9:41
example right now I have a eight
9:41
example right now I have a eight customer or 10 customers that is
9:43
customer or 10 customers that is
9:43
customer or 10 customers that is included here and I use the automatic
9:45
included here and I use the automatic
9:45
included here and I use the automatic refresh now let's say in future after
9:48
refresh now let's say in future after
9:48
refresh now let's say in future after some time we got new customer and they
9:50
some time we got new customer and they
9:50
some time we got new customer and they are from Delhi then that customer will
9:53
are from Delhi then that customer will
9:53
are from Delhi then that customer will be automatically included into my
9:55
be automatically included into my
9:55
be automatically included into my segment so that's what we have here the
9:57
segment so that's what we have here the
9:57
segment so that's what we have here the automatic refresh means based on the
10:00
automatic refresh means based on the
10:00
automatic refresh means based on the condition it will automatically add new
10:02
condition it will automatically add new
10:02
condition it will automatically add new member to the uh segment whereas the
10:05
member to the uh segment whereas the
10:05
member to the uh segment whereas the static one is that this is fixed at the
10:08
static one is that this is fixed at the
10:08
static one is that this is fixed at the time of create whenever I'm creating the
10:11
time of create whenever I'm creating the
10:11
time of create whenever I'm creating the segment whatever condition I'm adding
10:14
segment whatever condition I'm adding
10:14
segment whatever condition I'm adding here based on that it will include those
10:16
here based on that it will include those
10:16
here based on that it will include those member and those member will be still
10:19
member and those member will be still
10:19
member and those member will be still there so that's what we have the static
10:22
there so that's what we have the static
10:22
there so that's what we have the static way of creating that segment so the
10:23
way of creating that segment so the
10:23
way of creating that segment so the these are basically two refresh option
10:26
these are basically two refresh option
10:26
these are basically two refresh option that that is available
10:30
now so this is basically here as I was
10:33
now so this is basically here as I was
10:33
now so this is basically here as I was refering that Designer here where we can
10:36
refering that Designer here where we can
10:36
refering that Designer here where we can you know create the segment we can see
10:38
you know create the segment we can see
10:38
you know create the segment we can see here uh when uh you know as I said that
10:42
here uh when uh you know as I said that
10:42
here uh when uh you know as I said that when we will expand that uh contact
10:45
when we will expand that uh contact
10:45
when we will expand that uh contact table we will see list of the fields
10:47
table we will see list of the fields
10:47
table we will see list of the fields here and I selected that address one
10:49
here and I selected that address one
10:49
here and I selected that address one city so I clicked on the plus sign and
10:51
city so I clicked on the plus sign and
10:51
city so I clicked on the plus sign and it came here on this editor where we can
10:54
it came here on this editor where we can
10:54
it came here on this editor where we can design just like you know here the field
10:56
design just like you know here the field
10:56
design just like you know here the field is there the operator is there and we
10:59
is there the operator is there and we
10:59
is there the operator is there and we can can compare with the list of the
11:00
can can compare with the list of the
11:00
can can compare with the list of the value that we want to compare so I'm
11:02
value that we want to compare so I'm
11:02
value that we want to compare so I'm comparing if that address one city is
11:05
comparing if that address one city is
11:05
comparing if that address one city is equal to Delhi I want to include those
11:08
equal to Delhi I want to include those
11:08
equal to Delhi I want to include those members okay so we can we can create
11:11
members okay so we can we can create
11:11
members okay so we can we can create multiple subgroups here we can add new
11:13
multiple subgroups here we can add new
11:13
multiple subgroups here we can add new rowes we can apply uh you know different
11:16
rowes we can apply uh you know different
11:16
rowes we can apply uh you know different operators to you know say that okay all
11:18
operators to you know say that okay all
11:18
operators to you know say that okay all these conditions so this is very easy
11:21
these conditions so this is very easy
11:21
these conditions so this is very easy way simply you can just select and you
11:23
way simply you can just select and you
11:24
way simply you can just select and you know design your segment criteria that
11:26
know design your segment criteria that
11:26
know design your segment criteria that we want to include those kind of memb
11:30
we want to include those kind of memb
11:30
we want to include those kind of memb okay so once you have this conditions
11:32
okay so once you have this conditions
11:32
okay so once you have this conditions ready that okay these are the condition
11:35
ready that okay these are the condition
11:35
ready that okay these are the condition I want to include them so you can see
11:37
I want to include them so you can see
11:37
I want to include them so you can see here we have the options that is
11:39
here we have the options that is
11:39
here we have the options that is available of the members and estimate
11:41
available of the members and estimate
11:41
available of the members and estimate and then the view sample uh this is that
11:45
and then the view sample uh this is that
11:45
and then the view sample uh this is that the number of member which is basically
11:48
the number of member which is basically
11:48
the number of member which is basically going to include into the segment so
11:51
going to include into the segment so
11:51
going to include into the segment so when we'll click on the estimate it will
11:53
when we'll click on the estimate it will
11:53
when we'll click on the estimate it will show you the list of that uh customer so
11:55
show you the list of that uh customer so
11:55
show you the list of that uh customer so for example you know 5 10,000 2,000 how
11:59
for example you know 5 10,000 2,000 how
11:59
for example you know 5 10,000 2,000 how many customers that's basically you know
12:01
many customers that's basically you know
12:01
many customers that's basically you know coming into that based on the condition
12:04
coming into that based on the condition
12:04
coming into that based on the condition so it will show you here and when you
12:06
so it will show you here and when you
12:06
so it will show you here and when you will click on this you can see on that
12:08
will click on this you can see on that
12:08
will click on this you can see on that it will show you one subgrid where you
12:10
it will show you one subgrid where you
12:10
it will show you one subgrid where you can see that okay these are the member
12:12
can see that okay these are the member
12:12
can see that okay these are the member that's basically coming into this
12:14
that's basically coming into this
12:14
that's basically coming into this criteria and they are here to be
12:17
criteria and they are here to be
12:17
criteria and they are here to be included into this segment
12:21
included into this segment
12:21
included into this segment okay so once we have that then there is
12:24
okay so once we have that then there is
12:24
okay so once we have that then there is a button over there uh we'll show on the
12:26
a button over there uh we'll show on the
12:26
a button over there uh we'll show on the demo there is basically ready to use
12:29
demo there is basically ready to use
12:29
demo there is basically ready to use where we can click on that that's
12:31
where we can click on that that's
12:31
where we can click on that that's basically a way of publishing our
12:34
basically a way of publishing our
12:34
basically a way of publishing our segment that our segment is ready to be
12:36
segment that our segment is ready to be
12:36
segment that our segment is ready to be used into creating our journey okay so
12:40
used into creating our journey okay so
12:40
used into creating our journey okay so that's the ready to use button uh ready
12:43
that's the ready to use button uh ready
12:43
that's the ready to use button uh ready to you know user button that we click on
12:45
to you know user button that we click on
12:46
to you know user button that we click on that and it basically become kind of a
12:48
that and it basically become kind of a
12:49
that and it basically become kind of a read only then after that you cannot do
12:51
read only then after that you cannot do
12:51
read only then after that you cannot do on any changes on that
12:57
okay so now working with triggers so
13:02
okay so now working with triggers so
13:02
okay so now working with triggers so here as I said that we have two options
13:05
here as I said that we have two options
13:05
here as I said that we have two options one we can create a segment where we can
13:08
one we can create a segment where we can
13:08
one we can create a segment where we can manually write that list of the
13:10
manually write that list of the
13:10
manually write that list of the conditions to include the member or we
13:12
conditions to include the member or we
13:12
conditions to include the member or we can define a trigger that when this
13:15
can define a trigger that when this
13:15
can define a trigger that when this trigger will be fulfilled the member
13:18
trigger will be fulfilled the member
13:18
trigger will be fulfilled the member will be included into the segment okay
13:21
will be included into the segment okay
13:21
will be included into the segment okay so here these are the list of the uh you
13:23
so here these are the list of the uh you
13:23
so here these are the list of the uh you know triggers that is available uh here
13:25
know triggers that is available uh here
13:25
know triggers that is available uh here so it's it's small but when we will have
13:27
so it's it's small but when we will have
13:27
so it's it's small but when we will have the demo we will be able to see it so
13:29
the demo we will be able to see it so
13:29
the demo we will be able to see it so these are out of the box trigger that is
13:31
these are out of the box trigger that is
13:31
these are out of the box trigger that is created so so for example here that a
13:35
created so so for example here that a
13:35
created so so for example here that a contact record created so let's take an
13:38
contact record created so let's take an
13:38
contact record created so let's take an example I'm saying that whenever a new
13:40
example I'm saying that whenever a new
13:40
example I'm saying that whenever a new report created for the contact I want to
13:42
report created for the contact I want to
13:42
report created for the contact I want to include that into the uh Journey okay so
13:45
include that into the uh Journey okay so
13:45
include that into the uh Journey okay so maybe let's take an example we have one
13:47
maybe let's take an example we have one
13:47
maybe let's take an example we have one uh welcome email that we used to send
13:50
uh welcome email that we used to send
13:50
uh welcome email that we used to send and we have created one segment and
13:51
and we have created one segment and
13:51
and we have created one segment and there we have the content design where
13:54
there we have the content design where
13:54
there we have the content design where we send that welcome email to the
13:55
we send that welcome email to the
13:55
we send that welcome email to the customer whenever a new contact is
13:58
customer whenever a new contact is
13:58
customer whenever a new contact is created right so in that we have a
14:01
created right so in that we have a
14:01
created right so in that we have a trigger that when the contact is created
14:03
trigger that when the contact is created
14:03
trigger that when the contact is created so as soon as we will create new contact
14:05
so as soon as we will create new contact
14:05
so as soon as we will create new contact record that member will be added into
14:07
record that member will be added into
14:07
record that member will be added into there and that will be that will become
14:10
there and that will be that will become
14:10
there and that will be that will become part of that Journey so whatever we are
14:12
part of that Journey so whatever we are
14:12
part of that Journey so whatever we are sending uh information to that uh
14:15
sending uh information to that uh
14:15
sending uh information to that uh members of The Journey that contact will
14:17
members of The Journey that contact will
14:17
members of The Journey that contact will receive it right so that's another
14:21
receive it right so that's another
14:21
receive it right so that's another example let's say for example we are
14:22
example let's say for example we are
14:22
example let's say for example we are sending some email and when somebody is
14:24
sending some email and when somebody is
14:24
sending some email and when somebody is opening that email so we want to know
14:27
opening that email so we want to know
14:27
opening that email so we want to know that okay this they have opened that
14:29
that okay this they have opened that
14:29
that okay this they have opened that email so we want to do uh you know some
14:31
email so we want to do uh you know some
14:31
email so we want to do uh you know some kind of followup maybe let's take an
14:33
kind of followup maybe let's take an
14:33
kind of followup maybe let's take an example as I said that we are launching
14:35
example as I said that we are launching
14:35
example as I said that we are launching some new product okay or new feature and
14:38
some new product okay or new feature and
14:38
some new product okay or new feature and we send email to the customer about that
14:40
we send email to the customer about that
14:40
we send email to the customer about that product and feature and if they are
14:42
product and feature and if they are
14:42
product and feature and if they are opening it maybe we want to follow up
14:44
opening it maybe we want to follow up
14:44
opening it maybe we want to follow up after sometime that okay you know what
14:47
after sometime that okay you know what
14:47
after sometime that okay you know what what is your you know view on that are
14:50
what is your you know view on that are
14:50
what is your you know view on that are you interested on that do you want to
14:51
you interested on that do you want to
14:51
you interested on that do you want to know some more detail about our feature
14:54
know some more detail about our feature
14:54
know some more detail about our feature and product and all those so those kind
14:56
and product and all those so those kind
14:56
and product and all those so those kind of thing can be done using the triggers
15:04
so when we create the trigger here we
15:07
so when we create the trigger here we
15:07
so when we create the trigger here we have two type of trigger one is the
15:09
have two type of trigger one is the
15:09
have two type of trigger one is the database trigger so this trigger is
15:11
database trigger so this trigger is
15:12
database trigger so this trigger is basically related to that database
15:14
basically related to that database
15:14
basically related to that database tables and that entity we can say entity
15:16
tables and that entity we can say entity
15:16
tables and that entity we can say entity or tables so it it's basically all those
15:19
or tables so it it's basically all those
15:19
or tables so it it's basically all those that what we have normally you know if
15:21
that what we have normally you know if
15:21
that what we have normally you know if you have seen on the power automat we
15:23
you have seen on the power automat we
15:23
you have seen on the power automat we have different type of trigger so those
15:25
have different type of trigger so those
15:25
have different type of trigger so those kind of trigger is available here that
15:28
kind of trigger is available here that
15:28
kind of trigger is available here that when the record is created or when the
15:30
when the record is created or when the
15:30
when the record is created or when the you know record is updated so those kind
15:32
you know record is updated so those kind
15:32
you know record is updated so those kind of thing can be done on the data ver
15:35
of thing can be done on the data ver
15:35
of thing can be done on the data ver trigger whereas the custom trigger is
15:37
trigger whereas the custom trigger is
15:37
trigger whereas the custom trigger is basically provide us the option the
15:39
basically provide us the option the
15:39
basically provide us the option the flexibility that where we can write our
15:41
flexibility that where we can write our
15:41
flexibility that where we can write our custom code okay and we can also
15:45
custom code okay and we can also
15:45
custom code okay and we can also integrate with the other source of uh
15:47
integrate with the other source of uh
15:47
integrate with the other source of uh you know uh the source of the data for
15:50
you know uh the source of the data for
15:50
you know uh the source of the data for example the website iot devices and all
15:54
example the website iot devices and all
15:54
example the website iot devices and all these things okay so we can consume
15:56
these things okay so we can consume
15:56
these things okay so we can consume those custom trigger integrate the
15:58
those custom trigger integrate the
15:59
those custom trigger integrate the custom applications and include uh bring
16:01
custom applications and include uh bring
16:01
custom applications and include uh bring the data into Dynamics and then we can
16:03
the data into Dynamics and then we can
16:03
the data into Dynamics and then we can utilize those as a part of our segment
16:06
utilize those as a part of our segment
16:06
utilize those as a part of our segment so these are the two things that we use
16:09
so these are the two things that we use
16:09
so these are the two things that we use on the trigger so as you can see here
16:11
on the trigger so as you can see here
16:11
on the trigger so as you can see here when you will start creating on the
16:13
when you will start creating on the
16:13
when you will start creating on the trigger it will give you that option
16:15
trigger it will give you that option
16:15
trigger it will give you that option that which option you want to
16:21
use okay so now
16:25
use okay so now
16:25
use okay so now uh we have the uh segment ready so we we
16:29
uh we have the uh segment ready so we we
16:29
uh we have the uh segment ready so we we saw that we can create our segment
16:31
saw that we can create our segment
16:31
saw that we can create our segment manually where we can include members or
16:34
manually where we can include members or
16:34
manually where we can include members or we can use the trigger to create that uh
16:37
we can use the trigger to create that uh
16:37
we can use the trigger to create that uh you know segment and create that members
16:39
you know segment and create that members
16:39
you know segment and create that members right so when creating the journey it
16:42
right so when creating the journey it
16:42
right so when creating the journey it will also ask you that okay we want to
16:44
will also ask you that okay we want to
16:44
will also ask you that okay we want to create the journey what what is
16:45
create the journey what what is
16:45
create the journey what what is basically you know how you want to
16:47
basically you know how you want to
16:47
basically you know how you want to Target that list of the members list of
16:49
Target that list of the members list of
16:49
Target that list of the members list of the customer do you want to use the
16:51
the customer do you want to use the
16:51
the customer do you want to use the trigger based or you want to use the
16:53
trigger based or you want to use the
16:53
trigger based or you want to use the segment based okay so if you will select
16:56
segment based okay so if you will select
16:56
segment based okay so if you will select the segment base that you can see here
16:58
the segment base that you can see here
16:58
the segment base that you can see here that the it will show the lookup where
17:00
that the it will show the lookup where
17:00
that the it will show the lookup where we can select all our existing segment
17:03
we can select all our existing segment
17:03
we can select all our existing segment that we have created and those are
17:05
that we have created and those are
17:05
that we have created and those are basically published okay so they they
17:07
basically published okay so they they
17:07
basically published okay so they they are ready to
17:08
are ready to
17:08
are ready to use and if you'll select the trigger one
17:11
use and if you'll select the trigger one
17:11
use and if you'll select the trigger one it will go ahead and then it will show
17:13
it will go ahead and then it will show
17:13
it will go ahead and then it will show you the list of the trigger that is
17:15
you the list of the trigger that is
17:15
you the list of the trigger that is available which we can use for creating
17:17
available which we can use for creating
17:17
available which we can use for creating the
17:18
the
17:18
the journey okay so that's we have here two
17:27
options now let's take an example that
17:30
options now let's take an example that
17:30
options now let's take an example that we selected a trigger based okay so then
17:34
we selected a trigger based okay so then
17:34
we selected a trigger based okay so then we'll see that this screen here this is
17:36
we'll see that this screen here this is
17:36
we'll see that this screen here this is kind of that editor in the right hand
17:38
kind of that editor in the right hand
17:38
kind of that editor in the right hand side we will see the different options
17:41
side we will see the different options
17:41
side we will see the different options that okay what are the criteria or what
17:43
that okay what are the criteria or what
17:43
that okay what are the criteria or what are the you know trigger that we want to
17:45
are the you know trigger that we want to
17:45
are the you know trigger that we want to utilize so for example just like this
17:48
utilize so for example just like this
17:48
utilize so for example just like this you can see here the contact address is
17:50
you can see here the contact address is
17:50
you can see here the contact address is updated so as soon as the contact record
17:53
updated so as soon as the contact record
17:53
updated so as soon as the contact record address is updated we want to include
17:56
address is updated we want to include
17:56
address is updated we want to include that here on this journey okay okay then
17:59
that here on this journey okay okay then
17:59
that here on this journey okay okay then we have some other option do we want to
18:01
we have some other option do we want to
18:01
we have some other option do we want to repeat this when we want to repeat this
18:04
repeat this when we want to repeat this
18:04
repeat this when we want to repeat this you know this uh timings are there when
18:07
you know this uh timings are there when
18:07
you know this uh timings are there when we want to after you know specific
18:10
we want to after you know specific
18:10
we want to after you know specific duration we want to repeat it or we
18:11
duration we want to repeat it or we
18:12
duration we want to repeat it or we don't want to repeat it those kind of
18:14
don't want to repeat it those kind of
18:14
don't want to repeat it those kind of thing is there when we want to schedule
18:16
thing is there when we want to schedule
18:16
thing is there when we want to schedule it so when we want to trigger that you
18:18
it so when we want to trigger that you
18:18
it so when we want to trigger that you know when we want to start it so we can
18:19
know when we want to start it so we can
18:20
know when we want to start it so we can select the time zone here so it will
18:22
select the time zone here so it will
18:22
select the time zone here so it will show you the list of the time zone that
18:23
show you the list of the time zone that
18:23
show you the list of the time zone that is available and then we can set up the
18:26
is available and then we can set up the
18:26
is available and then we can set up the start date and timing here that on this
18:29
start date and timing here that on this
18:29
start date and timing here that on this time zone we want to start our journey
18:32
time zone we want to start our journey
18:32
time zone we want to start our journey on this particular date and particular
18:34
on this particular date and particular
18:34
on this particular date and particular time okay so th those things are
18:37
time okay so th those things are
18:37
time okay so th those things are available on the editor here so these
18:40
available on the editor here so these
18:40
available on the editor here so these these basically Define right so when
18:43
these basically Define right so when
18:43
these basically Define right so when this journey is going to start and they
18:46
this journey is going to start and they
18:46
this journey is going to start and they will it will repeat or not what will be
18:48
will it will repeat or not what will be
18:48
will it will repeat or not what will be the condition trigger on this that when
18:51
the condition trigger on this that when
18:51
the condition trigger on this that when it will
18:53
it will
18:53
it will start right
18:58
now segment basee when we will do the
19:01
now segment basee when we will do the
19:01
now segment basee when we will do the segment base in case of this segment
19:03
segment base in case of this segment
19:03
segment base in case of this segment base it's kind of the same thing it will
19:06
base it's kind of the same thing it will
19:06
base it's kind of the same thing it will ask you here that uh this lookup will be
19:09
ask you here that uh this lookup will be
19:09
ask you here that uh this lookup will be there and it will ask you that okay
19:11
there and it will ask you that okay
19:11
there and it will ask you that okay which segment that you have already
19:13
which segment that you have already
19:13
which segment that you have already created so this segment is we have
19:15
created so this segment is we have
19:16
created so this segment is we have created this segment so we have selected
19:18
created this segment so we have selected
19:18
created this segment so we have selected this segment that based on this segment
19:20
this segment that based on this segment
19:20
this segment that based on this segment we want to create our journey and that
19:22
we want to create our journey and that
19:22
we want to create our journey and that here this frequency will be there the
19:25
here this frequency will be there the
19:25
here this frequency will be there the same thing that you
19:26
same thing that you
19:26
same thing that you know what uh just like when we want to
19:29
know what uh just like when we want to
19:29
know what uh just like when we want to repeat or not so those kind of thing is
19:31
repeat or not so those kind of thing is
19:31
repeat or not so those kind of thing is here that we can say that it's basically
19:34
here that we can say that it's basically
19:35
here that we can say that it's basically one time I want to do this or you know
19:38
one time I want to do this or you know
19:38
one time I want to do this or you know depending on that what what frequency
19:40
depending on that what what frequency
19:40
depending on that what what frequency you want to select for your journey
19:43
you want to select for your journey
19:43
you want to select for your journey right and same thing here the time zone
19:45
right and same thing here the time zone
19:45
right and same thing here the time zone and same so this is kind of same thing
19:47
and same so this is kind of same thing
19:47
and same so this is kind of same thing that we select on the trigger as
19:52
well okay so now when here when we are
19:56
well okay so now when here when we are
19:56
well okay so now when here when we are defining our journey on the we selected
19:59
defining our journey on the we selected
19:59
defining our journey on the we selected the segment type that how we know we
20:02
the segment type that how we know we
20:02
the segment type that how we know we want to use the segment based or trigger
20:04
want to use the segment based or trigger
20:04
want to use the segment based or trigger based then there are some other settings
20:06
based then there are some other settings
20:06
based then there are some other settings here which we can do so of course if we
20:09
here which we can do so of course if we
20:09
here which we can do so of course if we are doing something and we might want to
20:11
are doing something and we might want to
20:11
are doing something and we might want to show that you know how our journey is
20:14
show that you know how our journey is
20:14
show that you know how our journey is performing right what is basically that
20:18
performing right what is basically that
20:18
performing right what is basically that response of that what is the goal that
20:20
response of that what is the goal that
20:20
response of that what is the goal that we want to select so these are the
20:22
we want to select so these are the
20:22
we want to select so these are the pre-defined goal that is available here
20:25
pre-defined goal that is available here
20:25
pre-defined goal that is available here which we can select so for example you
20:27
which we can select so for example you
20:27
which we can select so for example you know we want to drive the purchase or
20:29
know we want to drive the purchase or
20:29
know we want to drive the purchase or engage some more customer or increase
20:31
engage some more customer or increase
20:31
engage some more customer or increase the Loyalty so these these kind of
20:33
the Loyalty so these these kind of
20:33
the Loyalty so these these kind of things that is available here or we can
20:35
things that is available here or we can
20:35
things that is available here or we can also create our custom goal so whenever
20:38
also create our custom goal so whenever
20:38
also create our custom goal so whenever you will select any of these option
20:41
you will select any of these option
20:41
you will select any of these option based on this option it will have its
20:43
based on this option it will have its
20:43
based on this option it will have its own property that it will show you that
20:45
own property that it will show you that
20:45
own property that it will show you that okay so for example engage customer so
20:48
okay so for example engage customer so
20:48
okay so for example engage customer so is there any Target number of customer
20:50
is there any Target number of customer
20:50
is there any Target number of customer we want to include or when uh what will
20:53
we want to include or when uh what will
20:53
we want to include or when uh what will be the number then it will be you know
20:57
be the number then it will be you know
20:57
be the number then it will be you know considered as a okay this this uh goal
20:59
considered as a okay this this uh goal
20:59
considered as a okay this this uh goal of this journey is successful okay so
21:02
of this journey is successful okay so
21:02
of this journey is successful okay so that that is the minimum kind of
21:05
that that is the minimum kind of
21:05
that that is the minimum kind of customer acquisition or maybe they will
21:07
customer acquisition or maybe they will
21:07
customer acquisition or maybe they will you know acquire more customers so how
21:10
you know acquire more customers so how
21:10
you know acquire more customers so how many customer we will acquire and based
21:12
many customer we will acquire and based
21:12
many customer we will acquire and based on that it will decide that yes we have
21:14
on that it will decide that yes we have
21:14
on that it will decide that yes we have fulfilled the goal or we have achieved
21:16
fulfilled the goal or we have achieved
21:16
fulfilled the goal or we have achieved the goal of our
21:19
the goal of our
21:19
the goal of our journey
21:23
okay now after that we also have this uh
21:27
okay now after that we also have this uh
21:27
okay now after that we also have this uh you know way of exit so we can Define
21:30
you know way of exit so we can Define
21:30
you know way of exit so we can Define the boundary here that we can say that
21:34
the boundary here that we can say that
21:34
the boundary here that we can say that okay when this uh we want to exit the
21:37
okay when this uh we want to exit the
21:37
okay when this uh we want to exit the customer from this particular Journey so
21:40
customer from this particular Journey so
21:40
customer from this particular Journey so let's say you know when they will you
21:42
let's say you know when they will you
21:42
let's say you know when they will you know exit when some kind of event will
21:44
know exit when some kind of event will
21:44
know exit when some kind of event will occur we can decide that you know that
21:47
occur we can decide that you know that
21:47
occur we can decide that you know that okay when this event will occur or maybe
21:50
okay when this event will occur or maybe
21:50
okay when this event will occur or maybe let's say some lead is there and then it
21:52
let's say some lead is there and then it
21:52
let's say some lead is there and then it will be converted to uh you know
21:54
will be converted to uh you know
21:54
will be converted to uh you know customer then we want to you know
21:56
customer then we want to you know
21:56
customer then we want to you know exclude that member from there if let's
21:58
exclude that member from there if let's
21:58
exclude that member from there if let's say we are trying to acquire some more
22:00
say we are trying to acquire some more
22:00
say we are trying to acquire some more customer or you know gain some more
22:02
customer or you know gain some more
22:02
customer or you know gain some more customer and we are working on the lead
22:05
customer and we are working on the lead
22:05
customer and we are working on the lead you know basic row data and we are just
22:07
you know basic row data and we are just
22:07
you know basic row data and we are just trying to convert them into the customer
22:09
trying to convert them into the customer
22:09
trying to convert them into the customer so this may be a simple uh way of that
22:12
so this may be a simple uh way of that
22:12
so this may be a simple uh way of that that okay when you are we have converted
22:14
that okay when you are we have converted
22:14
that okay when you are we have converted them into the customer just bring them
22:17
them into the customer just bring them
22:17
them into the customer just bring them out of that uh you know and similarly
22:20
out of that uh you know and similarly
22:20
out of that uh you know and similarly here we can also do uh some kind of uh
22:23
here we can also do uh some kind of uh
22:23
here we can also do uh some kind of uh thing on the segment type that we want
22:25
thing on the segment type that we want
22:25
thing on the segment type that we want to uh you know bring out of the St
22:28
to uh you know bring out of the St
22:28
to uh you know bring out of the St segment so now after that they won't be
22:30
segment so now after that they won't be
22:30
segment so now after that they won't be part of the segment anymore right so
22:33
part of the segment anymore right so
22:33
part of the segment anymore right so when let's say for example when we will
22:35
when let's say for example when we will
22:35
when let's say for example when we will uh reuse that segment or we want to you
22:38
uh reuse that segment or we want to you
22:38
uh reuse that segment or we want to you know re run some kind of campaign or
22:41
know re run some kind of campaign or
22:41
know re run some kind of campaign or some kind of this uh Journey where we
22:43
some kind of this uh Journey where we
22:43
some kind of this uh Journey where we want to resend some kind of new
22:46
want to resend some kind of new
22:46
want to resend some kind of new information to the customer we don't
22:48
information to the customer we don't
22:48
information to the customer we don't want to include those customer so that's
22:50
want to include those customer so that's
22:50
want to include those customer so that's why we want to exit them from the
22:52
why we want to exit them from the
22:52
why we want to exit them from the segment
22:59
okay so this is the another uh thing
23:01
okay so this is the another uh thing
23:01
okay so this is the another uh thing that basically uh frequency cap that
23:05
that basically uh frequency cap that
23:05
that basically uh frequency cap that where we are saying that okay we don't
23:06
where we are saying that okay we don't
23:06
where we are saying that okay we don't want to you know unnecessary uh sending
23:09
want to you know unnecessary uh sending
23:09
want to you know unnecessary uh sending that uh so many uh information or so
23:11
that uh so many uh information or so
23:11
that uh so many uh information or so many emails to the customer so those
23:14
many emails to the customer so those
23:14
many emails to the customer so those kind of thing can be set up here under
23:16
kind of thing can be set up here under
23:16
kind of thing can be set up here under the frequency cap where we can say that
23:18
the frequency cap where we can say that
23:18
the frequency cap where we can say that you know up to this channel how many
23:20
you know up to this channel how many
23:20
you know up to this channel how many channels that we are you know using so
23:23
channels that we are you know using so
23:23
channels that we are you know using so it it should not be like you know we are
23:24
it it should not be like you know we are
23:24
it it should not be like you know we are sending the same one message from the
23:27
sending the same one message from the
23:27
sending the same one message from the different different channels right so
23:29
different different channels right so
23:29
different different channels right so sometime this uh the customer when they
23:31
sometime this uh the customer when they
23:31
sometime this uh the customer when they will be getting so many emails or maybe
23:34
will be getting so many emails or maybe
23:34
will be getting so many emails or maybe same email again and again that that's
23:37
same email again and again that that's
23:37
same email again and again that that's not going to help us right so whatever
23:39
not going to help us right so whatever
23:39
not going to help us right so whatever information that we are sharing with the
23:41
information that we are sharing with the
23:41
information that we are sharing with the customer we need to uh you know set it
23:43
customer we need to uh you know set it
23:43
customer we need to uh you know set it accordingly so that we are not
23:45
accordingly so that we are not
23:45
accordingly so that we are not unnecessary fulfilling their inbox and
23:47
unnecessary fulfilling their inbox and
23:47
unnecessary fulfilling their inbox and you know they are kind of you know
23:49
you know they are kind of you know
23:49
you know they are kind of you know blocking our email address or whatever
23:52
blocking our email address or whatever
23:52
blocking our email address or whatever use we are using for sending those email
23:55
use we are using for sending those email
23:55
use we are using for sending those email uh you know material to our customers so
23:58
uh you know material to our customers so
23:58
uh you know material to our customers so that's what we set up on the frequency
24:01
that's what we set up on the frequency
24:01
that's what we set up on the frequency cap okay so that's what uh I want to uh
24:05
cap okay so that's what uh I want to uh
24:05
cap okay so that's what uh I want to uh you know wanted to cover here on the
24:07
you know wanted to cover here on the
24:07
you know wanted to cover here on the topic now we'll see all these topics
24:09
topic now we'll see all these topics
24:09
topic now we'll see all these topics that we saw in the demo so I will pass
24:12
that we saw in the demo so I will pass
24:12
that we saw in the demo so I will pass mic over to my friend Wen vit you can
24:17
mic over to my friend Wen vit you can
24:17
mic over to my friend Wen vit you can take control and you can share your
24:19
take control and you can share your
24:19
take control and you can share your screen sure thanks Mahindra thanks for
24:22
screen sure thanks Mahindra thanks for
24:22
screen sure thanks Mahindra thanks for your the good explanation about what are
24:25
your the good explanation about what are
24:25
your the good explanation about what are the topics that we are going to cover hi
24:28
the topics that we are going to cover hi
24:28
the topics that we are going to cover hi everyone uh welcome again let me share
24:30
everyone uh welcome again let me share
24:30
everyone uh welcome again let me share my
24:33
[Music]
24:36
[Music]
24:36
[Music] screen
24:39
screen
24:39
screen okay okay so hope you can see my screen
24:44
okay okay so hope you can see my screen
24:44
okay okay so hope you can see my screen right uh not yet uh yeah you can see it
24:49
right uh not yet uh yeah you can see it
24:49
right uh not yet uh yeah you can see it okay so let me switch off my cam for
24:52
okay so let me switch off my cam for
24:52
okay so let me switch off my cam for some
24:56
time okay
24:59
time okay
24:59
time okay [Music]
25:06
[Music]
25:11
so as mentioned uh at the starting of it
25:15
so as mentioned uh at the starting of it
25:15
so as mentioned uh at the starting of it uh so this was the landing page of uh
25:19
uh so this was the landing page of uh
25:19
uh so this was the landing page of uh the customer insights okay so by default
25:23
the customer insights okay so by default
25:23
the customer insights okay so by default you can select this one customer sites
25:25
you can select this one customer sites
25:25
you can select this one customer sites uh
25:27
uh
25:27
uh Journey so there are quick way of doing
25:30
Journey so there are quick way of doing
25:30
Journey so there are quick way of doing it from the homepage itself directly
25:31
it from the homepage itself directly
25:31
it from the homepage itself directly creating a journey in that Journey we
25:34
creating a journey in that Journey we
25:34
creating a journey in that Journey we are going to uh select uh the triggers
25:37
are going to uh select uh the triggers
25:37
are going to uh select uh the triggers and also the segments as well okay so if
25:42
and also the segments as well okay so if
25:42
and also the segments as well okay so if you let me zoom in
25:46
you let me zoom in
25:46
you let me zoom in here so this was the segment uh that we
25:49
here so this was the segment uh that we
25:49
here so this was the segment uh that we are having it and uh this was the
25:52
are having it and uh this was the
25:52
are having it and uh this was the segment these are the uh okay these are
25:56
segment these are the uh okay these are
25:56
segment these are the uh okay these are the triggers Journeys and the segments
25:59
the triggers Journeys and the segments
25:59
the triggers Journeys and the segments this is what we are going to uh see it
26:02
this is what we are going to uh see it
26:02
this is what we are going to uh see it in the as a part of the demo how we are
26:04
in the as a part of the demo how we are
26:05
in the as a part of the demo how we are going to uh create it okay so I'm going
26:08
going to uh create it okay so I'm going
26:08
going to uh create it okay so I'm going with an step by step process of it like
26:10
with an step by step process of it like
26:10
with an step by step process of it like uh we'll be starting with the
26:14
segments so just I'm uh creating one new
26:18
segments so just I'm uh creating one new
26:18
segments so just I'm uh creating one new segment
26:21
here uh you can select the target
26:23
here uh you can select the target
26:24
here uh you can select the target audience there as a contact or the lead
26:26
audience there as a contact or the lead
26:26
audience there as a contact or the lead so for now
26:28
so for now
26:28
so for now [Music]
26:32
uh I'll give this
26:34
uh I'll give this
26:34
uh I'll give this [Music]
26:38
one contract
26:40
one contract
26:40
one contract segment and I'll will be going to create
26:43
segment and I'll will be going to create
26:43
segment and I'll will be going to create this
26:45
this
26:45
this one so once this is uh done right so by
26:49
one so once this is uh done right so by
26:49
one so once this is uh done right so by default a segment will be created and uh
26:53
default a segment will be created and uh
26:53
default a segment will be created and uh what is the main intention of this
26:54
what is the main intention of this
26:55
what is the main intention of this particular segment right uh we have the
26:57
particular segment right uh we have the
26:57
particular segment right uh we have the different uh uh filter criterias that we
27:01
different uh uh filter criterias that we
27:01
different uh uh filter criterias that we can use it like attribute group and
27:03
can use it like attribute group and
27:03
can use it like attribute group and behavioral group existing including
27:05
behavioral group existing including
27:05
behavioral group existing including contacts and the ex exclude contacts
27:08
contacts and the ex exclude contacts
27:08
contacts and the ex exclude contacts here my use case was I'm going to add
27:11
here my use case was I'm going to add
27:11
here my use case was I'm going to add one attribute group in that I'm going to
27:15
one attribute group in that I'm going to
27:15
one attribute group in that I'm going to use here uh the
27:19
use here uh the
27:19
use here uh the city so this is address one
27:26
city so let me
27:31
okay so let
27:33
okay so let
27:33
okay so let me
27:34
me
27:34
me [Music]
27:37
[Music]
27:37
[Music] in so this was the address one city you
27:40
in so this was the address one city you
27:40
in so this was the address one city you will get one plus sign here just you
27:42
will get one plus sign here just you
27:42
will get one plus sign here just you click on and you can see that is the
27:45
click on and you can see that is the
27:46
click on and you can see that is the group one so here I can also uh change
27:49
group one so here I can also uh change
27:49
group one so here I can also uh change the the details as well but uh for now
27:52
the the details as well but uh for now
27:52
the the details as well but uh for now just for uh this purpose I'm going to
27:55
just for uh this purpose I'm going to
27:55
just for uh this purpose I'm going to add it here to the existing group that
27:56
add it here to the existing group that
27:56
add it here to the existing group that is the group one so I wanted to send uh
28:00
is the group one so I wanted to send uh
28:00
is the group one so I wanted to send uh this kind of
28:02
this kind of
28:02
this kind of uh uh details only for uh the people who
28:06
uh uh details only for uh the people who
28:06
uh uh details only for uh the people who are present in the Delhi region only
28:08
are present in the Delhi region only
28:09
are present in the Delhi region only where the address one city is Delhi
28:11
where the address one city is Delhi
28:11
where the address one city is Delhi that's where I'm going to use my
28:13
that's where I'm going to use my
28:13
that's where I'm going to use my particular Journey as a part of this uh
28:17
particular Journey as a part of this uh
28:17
particular Journey as a part of this uh implementation so before that uh so you
28:21
implementation so before that uh so you
28:21
implementation so before that uh so you can save
28:23
can save
28:23
can save this so my uh segment has been uh
28:26
this so my uh segment has been uh
28:26
this so my uh segment has been uh created so if you see few of the
28:29
created so if you see few of the
28:29
created so if you see few of the elements that are present like uh we can
28:32
elements that are present like uh we can
28:32
elements that are present like uh we can also add some related tables like the
28:34
also add some related tables like the
28:34
also add some related tables like the lead event registration and uh the
28:41
topics also and behavior like customer
28:45
topics also and behavior like customer
28:45
topics also and behavior like customer voice email marketing event and
28:47
voice email marketing event and
28:47
voice email marketing event and marketing form and the post notification
28:48
marketing form and the post notification
28:48
marketing form and the post notification and text
28:50
and text
28:50
and text messages and you can also uh use the
28:54
messages and you can also uh use the
28:54
messages and you can also uh use the existing segments as well this was the
28:56
existing segments as well this was the
28:56
existing segments as well this was the one that I have created
28:58
one that I have created
28:58
one that I have created earlier okay and also other options we
29:01
earlier okay and also other options we
29:01
earlier okay and also other options we have the include contacts and uh the ex
29:04
have the include contacts and uh the ex
29:04
have the include contacts and uh the ex exclude uh
29:06
exclude uh
29:06
exclude uh [Music]
29:10
contacts and if you click on the
29:13
contacts and if you click on the
29:13
contacts and if you click on the settings right this is what is been
29:15
settings right this is what is been
29:15
settings right this is what is been mentioned this is nothing but the
29:17
mentioned this is nothing but the
29:17
mentioned this is nothing but the refresh State refresh rate that means uh
29:21
refresh State refresh rate that means uh
29:21
refresh State refresh rate that means uh the segment membership will update
29:22
the segment membership will update
29:22
the segment membership will update automatically or static snapshot which a
29:26
automatically or static snapshot which a
29:26
automatically or static snapshot which a segment membership is fixed on on the
29:28
segment membership is fixed on on the
29:28
segment membership is fixed on on the publish so no update automatic updates
29:30
publish so no update automatic updates
29:31
publish so no update automatic updates that means right uh so whatever the
29:32
that means right uh so whatever the
29:32
that means right uh so whatever the segment that we are forming here if we
29:34
segment that we are forming here if we
29:35
segment that we are forming here if we keep this as an automatic refresh then
29:37
keep this as an automatic refresh then
29:37
keep this as an automatic refresh then automatically this segment which have
29:39
automatically this segment which have
29:39
automatically this segment which have been uh referred in uh the respective
29:42
been uh referred in uh the respective
29:42
been uh referred in uh the respective Journeys they gets automatically uh
29:45
Journeys they gets automatically uh
29:45
Journeys they gets automatically uh refreshed okay so this is nothing but an
29:47
refreshed okay so this is nothing but an
29:47
refreshed okay so this is nothing but an automatic sync kind of thing but if you
29:49
automatic sync kind of thing but if you
29:49
automatic sync kind of thing but if you are going with the static uh snapshot
29:52
are going with the static uh snapshot
29:52
are going with the static uh snapshot then you have to come here and uh again
29:54
then you have to come here and uh again
29:54
then you have to come here and uh again save that and do all that respective
29:57
save that and do all that respective
29:57
save that and do all that respective details
30:00
we also have the other option of this
30:02
we also have the other option of this
30:02
we also have the other option of this custom form for now just I'm uh giving
30:05
custom form for now just I'm uh giving
30:05
custom form for now just I'm uh giving it for the refresh rate here I'm not
30:08
it for the refresh rate here I'm not
30:08
it for the refresh rate here I'm not changing
30:09
changing
30:09
changing anything so this is how you can uh
30:13
anything so this is how you can uh
30:13
anything so this is how you can uh create
30:14
create
30:14
create uh the segment I will click on the ready
30:17
uh the segment I will click on the ready
30:17
uh the segment I will click on the ready to
30:26
use okay so as mentioned right until the
30:31
use okay so as mentioned right until the
30:31
use okay so as mentioned right until the contact segment this segment is in draft
30:35
contact segment this segment is in draft
30:35
contact segment this segment is in draft you can do any kind of changes but once
30:39
you can do any kind of changes but once
30:39
you can do any kind of changes but once uh we publish uh the details that is
30:41
uh we publish uh the details that is
30:41
uh we publish uh the details that is ready for uh um segment to be published
30:45
ready for uh um segment to be published
30:45
ready for uh um segment to be published then in that particular uh case this all
30:48
then in that particular uh case this all
30:48
then in that particular uh case this all segment will be become as an readon view
30:51
segment will be become as an readon view
30:51
segment will be become as an readon view so to make changes to the segment will
30:53
so to make changes to the segment will
30:53
so to make changes to the segment will select on the edit so if I click on the
30:55
select on the edit so if I click on the
30:55
select on the edit so if I click on the edit again I will get like this
30:58
edit again I will get like this
30:58
edit again I will get like this okay now um so I'm not going to do
31:02
okay now um so I'm not going to do
31:02
okay now um so I'm not going to do anything just I'm clicking on discard
31:03
anything just I'm clicking on discard
31:03
anything just I'm clicking on discard changes again and move to the reen only
31:06
changes again and move to the reen only
31:06
changes again and move to the reen only review so this is how you can create any
31:10
review so this is how you can create any
31:10
review so this is how you can create any particular segment here in as a part of
31:13
particular segment here in as a part of
31:14
particular segment here in as a part of this
31:15
this
31:15
this details so here uh the take out
31:18
details so here uh the take out
31:18
details so here uh the take out takeaways of this particular segment
31:20
takeaways of this particular segment
31:20
takeaways of this particular segment creation is we we are going to we have
31:23
creation is we we are going to we have
31:23
creation is we we are going to we have used the group in this particular group
31:25
used the group in this particular group
31:25
used the group in this particular group I'm defining the set of people who have
31:29
I'm defining the set of people who have
31:29
I'm defining the set of people who have the city as Delhi and uh I have used
31:32
the city as Delhi and uh I have used
31:32
the city as Delhi and uh I have used this automatic uh um update of it that
31:36
this automatic uh um update of it that
31:36
this automatic uh um update of it that is without going for an manual snapshot
31:39
is without going for an manual snapshot
31:39
is without going for an manual snapshot of it and then I have uh updated that
31:43
of it and then I have uh updated that
31:43
of it and then I have uh updated that respective details so how you are going
31:45
respective details so how you are going
31:45
respective details so how you are going to publish uh any segment is uh this is
31:47
to publish uh any segment is uh this is
31:47
to publish uh any segment is uh this is if you click on this finish editing so
31:50
if you click on this finish editing so
31:50
if you click on this finish editing so just if I can
31:54
edit click on edit I say that uh Delhi
32:00
if you click on this finish
32:06
editing then the segment is getting
32:08
editing then the segment is getting
32:08
editing then the segment is getting ready it will take uh a fraction of uh
32:11
ready it will take uh a fraction of uh
32:11
ready it will take uh a fraction of uh uh seconds okay so this is how a segment
32:14
uh seconds okay so this is how a segment
32:14
uh seconds okay so this is how a segment is created so from segment also you can
32:18
is created so from segment also you can
32:18
is created so from segment also you can create an uh Journey okay but I'm going
32:21
create an uh Journey okay but I'm going
32:21
create an uh Journey okay but I'm going into an uh step by step uh process here
32:28
uh now let us go uh to the respective
32:30
uh now let us go uh to the respective
32:30
uh now let us go uh to the respective other things like uh the uh triggers so
32:33
other things like uh the uh triggers so
32:33
other things like uh the uh triggers so triggers are present under this
32:35
triggers are present under this
32:35
triggers are present under this engagement is uh uh the
32:43
triggers so there are uh few Autobox
32:47
triggers so there are uh few Autobox
32:47
triggers so there are uh few Autobox triggers that are present where you can
32:50
triggers that are present where you can
32:50
triggers that are present where you can readily use them okay and uh so these
32:54
readily use them okay and uh so these
32:54
readily use them okay and uh so these are the things that if You observe right
32:55
are the things that if You observe right
32:55
are the things that if You observe right they're ready to use triggers that are
32:58
they're ready to use triggers that are
32:58
they're ready to use triggers that are present which have the bot SMS and the
33:00
present which have the bot SMS and the
33:01
present which have the bot SMS and the contact update contact address updated
33:04
contact update contact address updated
33:04
contact update contact address updated bot email link clicked so let us see
33:07
bot email link clicked so let us see
33:07
bot email link clicked so let us see just one uh one existing trigger and see
33:10
just one uh one existing trigger and see
33:10
just one uh one existing trigger and see how it uh looks
33:15
like so what it was mentioned is uh so
33:19
like so what it was mentioned is uh so
33:19
like so what it was mentioned is uh so bought email tinkle it has the
33:20
bought email tinkle it has the
33:20
bought email tinkle it has the attributes that is the customer data
33:22
attributes that is the customer data
33:22
attributes that is the customer data contact lead which is the action ID the
33:24
contact lead which is the action ID the
33:24
contact lead which is the action ID the text all these details that are
33:27
text all these details that are
33:27
text all these details that are predefined okay so
33:30
whenever uh in order to make this
33:33
whenever uh in order to make this
33:33
whenever uh in order to make this particular trigger work you have to
33:34
particular trigger work you have to
33:34
particular trigger work you have to configure like
33:37
this uh in the same way for bot SMS
33:40
this uh in the same way for bot SMS
33:40
this uh in the same way for bot SMS clicked you'll see it okay what are the
33:42
clicked you'll see it okay what are the
33:42
clicked you'll see it okay what are the action ID the text bot detection re and
33:44
action ID the text bot detection re and
33:44
action ID the text bot detection re and business unit all these details that are
33:47
business unit all these details that are
33:47
business unit all these details that are present so this is how you can see about
33:50
present so this is how you can see about
33:50
present so this is how you can see about uh the all the triggers that are present
33:54
uh the all the triggers that are present
33:54
uh the all the triggers that are present by uh out of box only you will get it so
33:58
by uh out of box only you will get it so
33:58
by uh out of box only you will get it so but uh let us go and create one new
34:01
but uh let us go and create one new
34:01
but uh let us go and create one new particular trigger okay so here to
34:04
particular trigger okay so here to
34:05
particular trigger okay so here to create an uh
34:08
uh I'm going to name that one so here
34:12
uh I'm going to name that one so here
34:12
uh I'm going to name that one so here what are the trigger points for it okay
34:15
what are the trigger points for it okay
34:15
what are the trigger points for it okay that means which action if it gets
34:19
that means which action if it gets
34:19
that means which action if it gets performed this trigger will uh start
34:22
performed this trigger will uh start
34:22
performed this trigger will uh start running it that is when a record related
34:24
running it that is when a record related
34:24
running it that is when a record related to customer is created or updated then
34:26
to customer is created or updated then
34:26
to customer is created or updated then only this uh uh will activate the
34:35
trigger okay now uh so the name of the
34:40
trigger okay now uh so the name of the
34:40
trigger okay now uh so the name of the trigger is there and I have created this
34:42
trigger is there and I have created this
34:42
trigger is there and I have created this one the table record or created as an
34:45
one the table record or created as an
34:45
one the table record or created as an the action so I'm going to say about the
34:51
contact so if I select this particular
34:54
contact so if I select this particular
34:54
contact so if I select this particular contact so for the people who uh works
34:56
contact so for the people who uh works
34:57
contact so for the people who uh works on the automate flows they should be
34:59
on the automate flows they should be
34:59
on the automate flows they should be familiar with about all these things
35:01
familiar with about all these things
35:02
familiar with about all these things like trigger if you trigger if you
35:04
like trigger if you trigger if you
35:04
like trigger if you trigger if you select a trigger you will get an action
35:05
select a trigger you will get an action
35:05
select a trigger you will get an action in that particular action if you
35:07
in that particular action if you
35:07
in that particular action if you consider a table and in that particular
35:09
consider a table and in that particular
35:09
consider a table and in that particular table you will select one particular
35:11
table you will select one particular
35:11
table you will select one particular table uh uh and on that particular table
35:14
table uh uh and on that particular table
35:14
table uh uh and on that particular table so this is what that is common okay and
35:17
so this is what that is common okay and
35:17
so this is what that is common okay and who is the audience for this particular
35:19
who is the audience for this particular
35:19
who is the audience for this particular trigger so here I have
35:22
trigger so here I have
35:22
trigger so here I have to mention uh one particular contact and
35:25
to mention uh one particular contact and
35:25
to mention uh one particular contact and choose the table column
35:30
this a company name and I can give this
35:34
this a company name and I can give this
35:34
this a company name and I can give this as a new record created okay so see this
35:37
as a new record created okay so see this
35:37
as a new record created okay so see this customer trigger okay on which table it
35:40
customer trigger okay on which table it
35:40
customer trigger okay on which table it will trigger on contact table who is the
35:42
will trigger on contact table who is the
35:42
will trigger on contact table who is the audience for the trigger the the list of
35:44
audience for the trigger the the list of
35:44
audience for the trigger the the list of contacts which attribute contains the
35:47
contacts which attribute contains the
35:48
contacts which attribute contains the audience is the company if I wanted to
35:50
audience is the company if I wanted to
35:50
audience is the company if I wanted to change I have the other details as well
35:52
change I have the other details as well
35:52
change I have the other details as well a parent contact is also present so for
35:55
a parent contact is also present so for
35:55
a parent contact is also present so for now I can keep the company name if it uh
35:58
now I can keep the company name if it uh
35:58
now I can keep the company name if it uh see it okay and any new record was
36:00
see it okay and any new record was
36:00
see it okay and any new record was created and existing report was updated
36:02
created and existing report was updated
36:02
created and existing report was updated so these are nothing but the different
36:05
so these are nothing but the different
36:05
so these are nothing but the different kinds of U messages that we have one is
36:09
kinds of U messages that we have one is
36:09
kinds of U messages that we have one is record creation and record updation if
36:11
record creation and record updation if
36:11
record creation and record updation if you create on if you select on any of
36:13
you create on if you select on any of
36:13
you create on if you select on any of the above then irrespective of the
36:15
the above then irrespective of the
36:15
the above then irrespective of the contract is created or a record was
36:17
contract is created or a record was
36:17
contract is created or a record was updated this particular trigger is going
36:19
updated this particular trigger is going
36:19
updated this particular trigger is going to uh work it out okay now just I'm
36:24
to uh work it out okay now just I'm
36:24
to uh work it out okay now just I'm clicking on this particular ready to use
36:30
so at the back end what it was happening
36:32
so at the back end what it was happening
36:32
so at the back end what it was happening was a trigger is getting created what
36:34
was a trigger is getting created what
36:34
was a trigger is getting created what this will trigger we'll do it it will
36:36
this will trigger we'll do it it will
36:36
this will trigger we'll do it it will goes to the contact table and then uh it
36:40
goes to the contact table and then uh it
36:40
goes to the contact table and then uh it will get that respective uh
36:44
will get that respective uh
36:44
will get that respective uh details okay now I click on the ready to
36:47
details okay now I click on the ready to
36:47
details okay now I click on the ready to use it is getting ready
37:01
okay so okay yeah it was saying that
37:04
okay so okay yeah it was saying that
37:04
okay so okay yeah it was saying that yeah the trigger is Prett and uh okay my
37:08
yeah the trigger is Prett and uh okay my
37:08
yeah the trigger is Prett and uh okay my trigger is ready and it is ready to use
37:10
trigger is ready and it is ready to use
37:10
trigger is ready and it is ready to use okay so now from segment also we got an
37:14
okay so now from segment also we got an
37:14
okay so now from segment also we got an option to create a journey and also from
37:16
option to create a journey and also from
37:16
option to create a journey and also from the trigger also I got an option to
37:18
the trigger also I got an option to
37:18
the trigger also I got an option to create an uh particular Journey now let
37:21
create an uh particular Journey now let
37:21
create an uh particular Journey now let us go back before going that to the
37:23
us go back before going that to the
37:23
us go back before going that to the triggers let us go and see it here in
37:25
triggers let us go and see it here in
37:25
triggers let us go and see it here in the triggers whether mik custom trigger
37:28
the triggers whether mik custom trigger
37:28
the triggers whether mik custom trigger has been created or not it is been
37:31
has been created or not it is been
37:31
has been created or not it is been reflected yes it is being reflected okay
37:35
reflected yes it is being reflected okay
37:35
reflected yes it is being reflected okay so these are the things that are present
37:38
so these are the things that are present
37:38
so these are the things that are present if I just open
37:41
it and then I can see uh the respective
37:44
it and then I can see uh the respective
37:44
it and then I can see uh the respective details it is ready to use and uh stop
37:47
details it is ready to use and uh stop
37:47
details it is ready to use and uh stop this is nothing but uh in a in any of
37:50
this is nothing but uh in a in any of
37:50
this is nothing but uh in a in any of the power automate flows we can uh we
37:53
the power automate flows we can uh we
37:53
the power automate flows we can uh we have an option to stop the flows and all
37:55
have an option to stop the flows and all
37:55
have an option to stop the flows and all right in the same way the trigger also
37:57
right in the same way the trigger also
37:57
right in the same way the trigger also we can either delete it or we can stop
37:59
we can either delete it or we can stop
37:59
we can either delete it or we can stop that them as well if at all they are not
38:00
that them as well if at all they are not
38:00
that them as well if at all they are not in the use
38:10
okay okay so let us see
38:16
uh the other option of it like when a
38:19
uh the other option of it like when a
38:19
uh the other option of it like when a customer interacts with a website or app
38:21
customer interacts with a website or app
38:21
customer interacts with a website or app this require code integration by a
38:22
this require code integration by a
38:22
this require code integration by a developer okay this require some kind of
38:24
developer okay this require some kind of
38:24
developer okay this require some kind of custom things which are not a kind of
38:26
custom things which are not a kind of
38:26
custom things which are not a kind of out of box things
38:37
okay so now if we go back to this
38:41
okay so now if we go back to this
38:41
okay so now if we go back to this particular uh
38:43
particular uh
38:43
particular uh Journeys
38:47
okay we can click on this new
38:51
okay we can click on this new
38:51
okay we can click on this new journey and in this particular New
38:53
journey and in this particular New
38:53
journey and in this particular New Journey right we have as usual uh our
38:57
Journey right we have as usual uh our
38:57
Journey right we have as usual uh our co-pilot was there to guide that
38:59
co-pilot was there to guide that
39:00
co-pilot was there to guide that respective people respective uh okay
39:04
respective people respective uh okay
39:04
respective people respective uh okay respective people so that okay what was
39:06
respective people so that okay what was
39:06
respective people so that okay what was this saying okay when a contact
39:08
this saying okay when a contact
39:08
this saying okay when a contact registers a marketing event send them a
39:10
registers a marketing event send them a
39:10
registers a marketing event send them a remainder email if they don't check in
39:12
remainder email if they don't check in
39:12
remainder email if they don't check in for the event send a promotion email
39:14
for the event send a promotion email
39:14
for the event send a promotion email targeting loyalty members and follow up
39:16
targeting loyalty members and follow up
39:16
targeting loyalty members and follow up you based upon whether the email link is
39:19
you based upon whether the email link is
39:19
you based upon whether the email link is clicked or send a personal text message
39:22
clicked or send a personal text message
39:22
clicked or send a personal text message to audience these uh things about okay
39:25
to audience these uh things about okay
39:26
to audience these uh things about okay so we can can uh try about this one like
39:35
uh right so what I'm doing right I'm
39:38
uh right so what I'm doing right I'm
39:38
uh right so what I'm doing right I'm skipping this particular
39:41
skipping this particular
39:41
skipping this particular uh copilot one so yes so if You observe
39:45
uh copilot one so yes so if You observe
39:45
uh copilot one so yes so if You observe initially we started with a segment
39:47
initially we started with a segment
39:47
initially we started with a segment based one where in the segment you see
39:50
based one where in the segment you see
39:50
based one where in the segment you see the journey create new Journey option in
39:52
the journey create new Journey option in
39:52
the journey create new Journey option in the same way for if I go for the trigger
39:55
the same way for if I go for the trigger
39:55
the same way for if I go for the trigger I have an option to go for a new journey
39:57
I have an option to go for a new journey
39:57
I have an option to go for a new journey in the same
39:58
in the same
39:58
in the same way now I come I came to this particular
40:01
way now I come I came to this particular
40:01
way now I come I came to this particular uh New Journey so in this particular New
40:05
uh New Journey so in this particular New
40:05
uh New Journey so in this particular New Journey what I'm going to do here was
40:08
Journey what I'm going to do here was
40:08
Journey what I'm going to do here was I'm going to select
40:10
I'm going to select
40:10
I'm going to select first um the
40:13
first um the
40:13
first um the customer
40:15
customer
40:15
customer segment journey I will keep like this
40:18
segment journey I will keep like this
40:18
segment journey I will keep like this one okay
40:21
one okay
40:21
one okay now I will select my uh okay this is
40:25
now I will select my uh okay this is
40:25
now I will select my uh okay this is contact segment Journey
40:28
contact segment Journey
40:28
contact segment Journey right
40:29
right
40:29
right okay and what I'm going to do here was
40:33
okay and what I'm going to do here was
40:33
okay and what I'm going to do here was uh I'm going to create on the contact
40:36
uh I'm going to create on the contact
40:36
uh I'm going to create on the contact segment which are the audience is the
40:38
segment which are the audience is the
40:38
segment which are the audience is the contact and if You observe the select
40:40
contact and if You observe the select
40:40
contact and if You observe the select the frequency I'm going to uh select
40:43
the frequency I'm going to uh select
40:43
the frequency I'm going to uh select onetime Journey with the static audience
40:45
onetime Journey with the static audience
40:45
onetime Journey with the static audience one time Journey with newly audience and
40:47
one time Journey with newly audience and
40:47
one time Journey with newly audience and repeated journey I want a one time uh
40:49
repeated journey I want a one time uh
40:49
repeated journey I want a one time uh Journey with the static audience and if
40:52
Journey with the static audience and if
40:52
Journey with the static audience and if you go with the the respective uh titled
40:56
you go with the the respective uh titled
40:56
you go with the the respective uh titled one so s the start date I will say that
41:00
one so s the start date I will say that
41:01
one so s the start date I will say that uh um okay let's keep this
41:05
uh um okay let's keep this
41:05
uh um okay let's keep this one I'll uh keep that details like maybe
41:10
one I'll uh keep that details like maybe
41:10
one I'll uh keep that details like maybe at uh
41:13
10 choose the time in the future because
41:16
10 choose the time in the future because
41:16
10 choose the time in the future because already we are passed the 10 right
41:18
already we are passed the 10 right
41:18
already we are passed the 10 right that's the reason it is saying okay now
41:21
that's the reason it is saying okay now
41:21
that's the reason it is saying okay now what I'm going to do is I'm going to
41:22
what I'm going to do is I'm going to
41:23
what I'm going to do is I'm going to click on this particular uh create
41:27
so now what was what we have done uh
41:30
so now what was what we have done uh
41:30
so now what was what we have done uh till now was created an uh journey in
41:33
till now was created an uh journey in
41:33
till now was created an uh journey in that particular journey I have selected
41:35
that particular journey I have selected
41:35
that particular journey I have selected my segment which is present already
41:37
my segment which is present already
41:37
my segment which is present already created the earlier part of the session
41:40
created the earlier part of the session
41:40
created the earlier part of the session and then what I'm going to do was I'm
41:42
and then what I'm going to do was I'm
41:42
and then what I'm going to do was I'm going to uh click on this one contact
41:47
segment uh so
41:49
segment uh so
41:50
segment uh so here what I'm going to do is uh send uh
41:53
here what I'm going to do is uh send uh
41:53
here what I'm going to do is uh send uh so these are the options that we are
41:54
so these are the options that we are
41:55
so these are the options that we are having it like add an action that is
41:57
having it like add an action that is
41:57
having it like add an action that is message a forward actions conditions
42:00
message a forward actions conditions
42:00
message a forward actions conditions activities and the connectors okay so
42:03
activities and the connectors okay so
42:03
activities and the connectors okay so what I'm going to send was just I click
42:06
what I'm going to send was just I click
42:06
what I'm going to send was just I click on the
42:10
email okay so just I will select one
42:12
email okay so just I will select one
42:12
email okay so just I will select one particular email where uh I will I can
42:16
particular email where uh I will I can
42:16
particular email where uh I will I can also create the another email yeah
42:28
okay so what I'll do right just I'll add
42:30
okay so what I'll do right just I'll add
42:30
okay so what I'll do right just I'll add some kind of thing as my product uh
42:35
launch and I'll be going to select that
42:38
launch and I'll be going to select that
42:38
launch and I'll be going to select that one okay
42:41
one okay
42:41
one okay um I'll select this for a change and
42:46
um I'll select this for a change and
42:46
um I'll select this for a change and I'll be selecting this one
42:58
[Music]
43:09
[Music]
43:11
[Music]
43:11
[Music] it's taking some
43:15
[Music]
43:18
[Music]
43:18
[Music] time I have selected it
43:39
[Music]
43:47
okay uh the details are present what I
43:49
okay uh the details are present what I
43:49
okay uh the details are present what I will do right uh just as for the last
43:52
will do right uh just as for the last
43:52
will do right uh just as for the last time we'll uh save this one
44:14
okay
44:17
okay
44:17
okay U and just I'll will click on the ready
44:19
U and just I'll will click on the ready
44:19
U and just I'll will click on the ready to send
44:45
so it is
44:46
so it is
44:46
so it is [Music]
44:49
[Music]
44:49
[Music] loading it's validating at the back end
44:52
loading it's validating at the back end
44:52
loading it's validating at the back end okay the subject content part is missing
44:54
okay the subject content part is missing
44:54
okay the subject content part is missing so you have to provide that particular
44:56
so you have to provide that particular
44:56
so you have to provide that particular respect to uh
44:58
respect to uh
44:58
respect to uh subject uh yes I just an I'm giving an
45:01
subject uh yes I just an I'm giving an
45:01
subject uh yes I just an I'm giving an add a
45:05
subject okay so yeah so without uh
45:10
subject okay so yeah so without uh
45:10
subject okay so yeah so without uh missing some details
45:15
okay scard changes okay so this is the
45:19
okay scard changes okay so this is the
45:19
okay scard changes okay so this is the thing and add the
45:21
thing and add the
45:21
thing and add the subject okay
45:39
okay so I'll select this one and I have
45:42
okay so I'll select this one and I have
45:42
okay so I'll select this one and I have kept this particular email with is this
45:43
kept this particular email with is this
45:43
kept this particular email with is this is the
45:45
is the
45:45
is the details again I have other channel is
45:48
details again I have other channel is
45:48
details again I have other channel is also present where I can use the
45:51
also present where I can use the
45:51
also present where I can use the respective details like if I wanted to
45:54
respective details like if I wanted to
45:54
respective details like if I wanted to go for the other challenge this is new
45:55
go for the other challenge this is new
45:55
go for the other challenge this is new custom message uh Channel which I can
45:58
custom message uh Channel which I can
45:58
custom message uh Channel which I can create it so I can select one particular
46:01
create it so I can select one particular
46:01
create it so I can select one particular Channel as of now there there are no
46:03
Channel as of now there there are no
46:03
Channel as of now there there are no particular channels that are present so
46:05
particular channels that are present so
46:05
particular channels that are present so that's why I don't get these particular
46:07
that's why I don't get these particular
46:07
that's why I don't get these particular uh uh
46:10
uh uh
46:10
uh uh channels okay just as in message and
46:13
channels okay just as in message and
46:13
channels okay just as in message and send to the mobile phone okay so this is
46:16
send to the mobile phone okay so this is
46:16
send to the mobile phone okay so this is how right uh you can uh keep this
46:19
how right uh you can uh keep this
46:19
how right uh you can uh keep this particular uh details of uh this
46:22
particular uh details of uh this
46:22
particular uh details of uh this particular Journey okay so what we have
46:24
particular Journey okay so what we have
46:24
particular Journey okay so what we have done you have journey start and I am
46:25
done you have journey start and I am
46:25
done you have journey start and I am sending one particular email mail and
46:27
sending one particular email mail and
46:27
sending one particular email mail and then I am sending to the mobile phone
46:30
then I am sending to the mobile phone
46:31
then I am sending to the mobile phone okay let us see here the details if I go
46:33
okay let us see here the details if I go
46:33
okay let us see here the details if I go for the entry what is the entry here the
46:36
for the entry what is the entry here the
46:36
for the entry what is the entry here the audience one time frequence and the
46:38
audience one time frequence and the
46:38
audience one time frequence and the schedule is on the 11:
46:40
schedule is on the 11:
46:40
schedule is on the 11: p.m. and exit details are the complete
46:43
p.m. and exit details are the complete
46:43
p.m. and exit details are the complete all the steps these are the thing this
46:45
all the steps these are the thing this
46:45
all the steps these are the thing this default
46:50
exit and there are alternative exits
46:52
exit and there are alternative exits
46:52
exit and there are alternative exits that are also present which uh we can
46:54
that are also present which uh we can
46:54
that are also present which uh we can see it and uh the goal select the goal
46:57
see it and uh the goal select the goal
46:57
see it and uh the goal select the goal of the journey um I can say the engage
47:01
of the journey um I can say the engage
47:01
of the journey um I can say the engage customers and number of percent uh
47:04
customers and number of percent uh
47:04
customers and number of percent uh number of people needed is I will give
47:06
number of people needed is I will give
47:06
number of people needed is I will give some uh
47:08
some uh
47:08
some uh 10 so ju in okay contact uh
47:15
created and then if I go for this one
47:17
created and then if I go for this one
47:17
created and then if I go for this one apply the frequency skip commercial
47:19
apply the frequency skip commercial
47:19
apply the frequency skip commercial messages I don't want to apply any of
47:22
messages I don't want to apply any of
47:22
messages I don't want to apply any of these
47:25
things so I have some issue here in this
47:28
things so I have some issue here in this
47:28
things so I have some issue here in this because the reason is channel I don't
47:29
because the reason is channel I don't
47:29
because the reason is channel I don't have the details so what I'm going to do
47:31
have the details so what I'm going to do
47:31
have the details so what I'm going to do just I'm deleting it okay now if You
47:34
just I'm deleting it okay now if You
47:34
just I'm deleting it okay now if You observe my journey is been uh present
47:37
observe my journey is been uh present
47:37
observe my journey is been uh present let me save this
47:40
one okay and then uh publish this
47:44
one okay and then uh publish this
47:44
one okay and then uh publish this particular uh segment
47:47
particular uh segment
47:47
particular uh segment Journey so what it is saying your
47:49
Journey so what it is saying your
47:49
Journey so what it is saying your customer journey is published we'll
47:51
customer journey is published we'll
47:51
customer journey is published we'll collect data about how people are
47:52
collect data about how people are
47:52
collect data about how people are interacting with the journey and
47:53
interacting with the journey and
47:53
interacting with the journey and generate a report so that you can see
47:55
generate a report so that you can see
47:55
generate a report so that you can see how it is been long so getting Journey
47:58
how it is been long so getting Journey
47:58
how it is been long so getting Journey publishing published so for the time
48:02
publishing published so for the time
48:02
publishing published so for the time being right what we are doing here
48:04
being right what we are doing here
48:04
being right what we are doing here Journey selected a segment on that
48:06
Journey selected a segment on that
48:06
Journey selected a segment on that particular segment I have designed the
48:09
particular segment I have designed the
48:09
particular segment I have designed the entry and also the exit criteria of the
48:12
entry and also the exit criteria of the
48:12
entry and also the exit criteria of the things what I'm directly giving it is
48:15
things what I'm directly giving it is
48:15
things what I'm directly giving it is just I'm uh specifically mentioned uh
48:18
just I'm uh specifically mentioned uh
48:18
just I'm uh specifically mentioned uh the engage customer options as a
48:21
the engage customer options as a
48:21
the engage customer options as a particular goal and uh as a part of the
48:24
particular goal and uh as a part of the
48:24
particular goal and uh as a part of the set Journey uh the exit criteria
48:27
set Journey uh the exit criteria
48:27
set Journey uh the exit criteria just like made it as the default exit
48:29
just like made it as the default exit
48:29
just like made it as the default exit like the complete uh all the steps
48:33
like the complete uh all the steps
48:33
like the complete uh all the steps related okay and also there was an
48:35
related okay and also there was an
48:35
related okay and also there was an frequency cap that is present where uh
48:38
frequency cap that is present where uh
48:38
frequency cap that is present where uh you can skip the commercial messages if
48:41
you can skip the commercial messages if
48:41
you can skip the commercial messages if the cap is needed otherwise uh you can
48:44
the cap is needed otherwise uh you can
48:44
the cap is needed otherwise uh you can uh apply you there is no need for you to
48:47
uh apply you there is no need for you to
48:47
uh apply you there is no need for you to apply the frequency cap on that
48:55
one okay so if you see at the background
48:59
one okay so if you see at the background
48:59
one okay so if you see at the background the journey has been
49:03
created so just is
49:07
skipped so now uh this particular um
49:12
skipped so now uh this particular um
49:12
skipped so now uh this particular um Journey has been uh created and it is in
49:14
Journey has been uh created and it is in
49:14
Journey has been uh created and it is in running mode
49:18
running mode
49:18
running mode now let us go to one particular contact
49:21
now let us go to one particular contact
49:21
now let us go to one particular contact and uh just create one particular
49:23
and uh just create one particular
49:23
and uh just create one particular contact uh and uh see it
49:37
okay let's see
49:40
okay let's see
49:40
okay let's see [Music]
49:42
[Music]
49:42
[Music] it okay
49:57
okay a contact has been uh created now
50:01
okay a contact has been uh created now
50:01
okay a contact has been uh created now uh we'll go and see this particular
50:04
uh we'll go and see this particular
50:04
uh we'll go and see this particular Journey how it has been
50:06
Journey how it has been
50:06
Journey how it has been uh
50:11
performing so this as this uh okay as
50:15
performing so this as this uh okay as
50:15
performing so this as this uh okay as this particular segment Journey has been
50:17
this particular segment Journey has been
50:17
this particular segment Journey has been scheduled at 11: p.m. right so this uh
50:20
scheduled at 11: p.m. right so this uh
50:20
scheduled at 11: p.m. right so this uh Journey will start at the 11:00 p.m. so
50:22
Journey will start at the 11:00 p.m. so
50:22
Journey will start at the 11:00 p.m. so whatever the contract got created right
50:25
whatever the contract got created right
50:25
whatever the contract got created right then uh that will pick up this
50:27
then uh that will pick up this
50:27
then uh that will pick up this particular gener and send an particular
50:30
particular gener and send an particular
50:30
particular gener and send an particular email for with that this particular
50:32
email for with that this particular
50:32
email for with that this particular details to that particular one now let
50:35
details to that particular one now let
50:35
details to that particular one now let us go back to the journeys again and uh
50:39
us go back to the journeys again and uh
50:39
us go back to the journeys again and uh select Skip and create from Journey okay
50:43
select Skip and create from Journey okay
50:43
select Skip and create from Journey okay what I'll say that the
50:45
what I'll say that the
50:45
what I'll say that the contact
50:46
contact
50:46
contact trigger
50:49
trigger
50:49
trigger journey I will select this trigger based
50:52
journey I will select this trigger based
50:52
journey I will select this trigger based and then I'll be select uh like when a
50:55
and then I'll be select uh like when a
50:55
and then I'll be select uh like when a contact has been
50:58
contact has been
50:58
contact has been um
50:59
um
51:00
um created just add an
51:02
created just add an
51:02
created just add an action you can uh add this particular
51:05
action you can uh add this particular
51:05
action you can uh add this particular contact
51:14
created and giving a condition like
51:16
created and giving a condition like
51:16
created and giving a condition like contains
51:21
data okay he's not empty I'll keep that
51:23
data okay he's not empty I'll keep that
51:23
data okay he's not empty I'll keep that one condition
51:26
one condition
51:26
one condition [Music]
51:27
[Music]
51:27
[Music] and then just I am clicking on create
51:30
and then just I am clicking on create
51:30
and then just I am clicking on create okay so now uh for this contact trigger
51:33
okay so now uh for this contact trigger
51:33
okay so now uh for this contact trigger journey I got this particular contact
51:35
journey I got this particular contact
51:35
journey I got this particular contact created so what I'm going to give here
51:38
created so what I'm going to give here
51:38
created so what I'm going to give here is just I'll keep an wait
51:43
time and what are they waiting for just
51:46
time and what are they waiting for just
51:46
time and what are they waiting for just I will say that uh upon specific date
51:48
I will say that uh upon specific date
51:48
I will say that uh upon specific date and time so till this particular time
51:50
and time so till this particular time
51:50
and time so till this particular time right uh so you don't uh do this one so
51:54
right uh so you don't uh do this one so
51:54
right uh so you don't uh do this one so what I'm going to do here I will be just
51:56
what I'm going to do here I will be just
51:56
what I'm going to do here I will be just setting here that uh the 11:00 p.m. okay
52:00
setting here that uh the 11:00 p.m. okay
52:00
setting here that uh the 11:00 p.m. okay and
52:05
now I'll keep uh the text message or
52:10
now I'll keep uh the text message or
52:10
now I'll keep uh the text message or maybe okay as a
52:14
task so what is the task is we'll see it
52:18
task so what is the task is we'll see it
52:18
task so what is the task is we'll see it whether any uh templates that are
52:20
whether any uh templates that are
52:20
whether any uh templates that are available PR previously okay I don't
52:23
available PR previously okay I don't
52:23
available PR previously okay I don't have any okay let's keep it as in uh
52:26
have any okay let's keep it as in uh
52:26
have any okay let's keep it as in uh task
52:27
task
52:27
task update
52:29
update
52:29
update required so assign to just as an contact
52:34
owner I'll keep it due after 7 day uh
52:40
owner I'll keep it due after 7 day uh
52:40
owner I'll keep it due after 7 day uh one day after one day I want this
52:44
one uh
52:46
one uh
52:46
one uh please update your
52:51
task okay so these are the things that
52:54
task okay so these are the things that
52:54
task okay so these are the things that are present
52:57
are present
52:57
are present and let me uh click on this particular
53:00
and let me uh click on this particular
53:00
and let me uh click on this particular save
53:04
okay so if You observe here just I have
53:07
okay so if You observe here just I have
53:07
okay so if You observe here just I have used the same one what is the
53:09
used the same one what is the
53:09
used the same one what is the [Music]
53:11
[Music]
53:11
[Music] trigger and after that particular
53:13
trigger and after that particular
53:13
trigger and after that particular trigger what kind of the condition what
53:16
trigger what kind of the condition what
53:16
trigger what kind of the condition what I am using that I have used it here
53:20
I am using that I have used it here
53:20
I am using that I have used it here after that weight was over that is after
53:22
after that weight was over that is after
53:22
after that weight was over that is after 11: p.m. this TOS gets created and the
53:25
11: p.m. this TOS gets created and the
53:25
11: p.m. this TOS gets created and the talks get uh created now I click on
53:36
publish so what was happening here was
53:39
publish so what was happening here was
53:39
publish so what was happening here was uh at the back end that and
53:43
uh at the back end that and
53:43
uh at the back end that and journey where the
53:45
journey where the
53:45
journey where the trigger has been okay A Journey with the
53:48
trigger has been okay A Journey with the
53:48
trigger has been okay A Journey with the trigger as a base is been
53:51
trigger as a base is been
53:51
trigger as a base is been created where whenever any contact has
53:53
created where whenever any contact has
53:53
created where whenever any contact has been
53:54
been
53:54
been created then
53:57
created then
53:57
created then a task will be sent to that particular
54:00
a task will be sent to that particular
54:00
a task will be sent to that particular contact after one day saying that please
54:03
contact after one day saying that please
54:03
contact after one day saying that please update uh the details of the task like
54:07
update uh the details of the task like
54:07
update uh the details of the task like that okay so as these are the kind of
54:10
that okay so as these are the kind of
54:10
that okay so as these are the kind of customer insights you can say that uh
54:12
customer insights you can say that uh
54:12
customer insights you can say that uh please uh whenever
54:14
please uh whenever
54:14
please uh whenever any new customer or the contact has been
54:19
any new customer or the contact has been
54:19
any new customer or the contact has been added in that uh place um the details
54:24
added in that uh place um the details
54:25
added in that uh place um the details can be uh given
54:27
can be uh given
54:27
can be uh given okay so I'll going to just skip on
54:31
okay so I'll going to just skip on
54:31
okay so I'll going to just skip on it okay so my uh publish Journey has
54:35
it okay so my uh publish Journey has
54:35
it okay so my uh publish Journey has been present so if I click on what next
54:37
been present so if I click on what next
54:37
been present so if I click on what next so it was saying that uh let us go with
54:39
so it was saying that uh let us go with
54:39
so it was saying that uh let us go with the next see how your message is
54:42
the next see how your message is
54:42
the next see how your message is doing get all your Ines in one place and
54:45
doing get all your Ines in one place and
54:45
doing get all your Ines in one place and got it okay so this is how uh you can uh
54:49
got it okay so this is how uh you can uh
54:49
got it okay so this is how uh you can uh generally get all the journeys and the
54:52
generally get all the journeys and the
54:52
generally get all the journeys and the respective ones okay so if I go for the
54:56
respective ones okay so if I go for the
54:56
respective ones okay so if I go for the particular Journeys you will see the
54:58
particular Journeys you will see the
54:58
particular Journeys you will see the version number is also there any updates
55:00
version number is also there any updates
55:00
version number is also there any updates that you are doing it that you will
55:02
that you are doing it that you will
55:02
that you are doing it that you will easily get to know about the respective
55:05
easily get to know about the respective
55:05
easily get to know about the respective details also you can uh
55:08
details also you can uh
55:08
details also you can uh change you can create a duplicate
55:10
change you can create a duplicate
55:11
change you can create a duplicate Journey as well with respect to the
55:12
Journey as well with respect to the
55:12
Journey as well with respect to the trigger based or the segment based so
55:15
trigger based or the segment based so
55:15
trigger based or the segment based so generally right for Segment based if you
55:17
generally right for Segment based if you
55:17
generally right for Segment based if you wanted to have for an group of people
55:19
wanted to have for an group of people
55:19
wanted to have for an group of people under the on on one go if you wanted to
55:22
under the on on one go if you wanted to
55:22
under the on on one go if you wanted to send we will be generally using the
55:24
send we will be generally using the
55:24
send we will be generally using the segment Journey if it is for a trigger
55:26
segment Journey if it is for a trigger
55:26
segment Journey if it is for a trigger joury Journey like repetitively for
55:28
joury Journey like repetitively for
55:28
joury Journey like repetitively for respective of the group if resp of the
55:30
respective of the group if resp of the
55:30
respective of the group if resp of the contact if anybody wanted to see it then
55:32
contact if anybody wanted to see it then
55:32
contact if anybody wanted to see it then we can see for that one so once my
55:37
we can see for that one so once my
55:37
we can see for that one so once my Journeys gets trigger right all the
55:40
Journeys gets trigger right all the
55:40
Journeys gets trigger right all the details will come and sit here is a part
55:43
details will come and sit here is a part
55:43
details will come and sit here is a part of my uh Journey Antics analytics okay
55:48
of my uh Journey Antics analytics okay
55:48
of my uh Journey Antics analytics okay if you see here I don't have any
55:50
if you see here I don't have any
55:50
if you see here I don't have any Journeys that has been uh run from the
55:52
Journeys that has been uh run from the
55:52
Journeys that has been uh run from the last 3 months the reason is I don't have
55:54
last 3 months the reason is I don't have
55:54
last 3 months the reason is I don't have any Journeys okay after p.m. this
55:56
any Journeys okay after p.m. this
55:56
any Journeys okay after p.m. this journey will get triggered and any
55:59
journey will get triggered and any
56:00
journey will get triggered and any contact that gets created post that one
56:02
contact that gets created post that one
56:02
contact that gets created post that one right then uh the journey will uh start
56:07
right then uh the journey will uh start
56:07
right then uh the journey will uh start okay so with that right uh the major
56:11
okay so with that right uh the major
56:11
okay so with that right uh the major part of uh the uh today's uh session uh
56:16
part of uh the uh today's uh session uh
56:16
part of uh the uh today's uh session uh has been uh
56:19
has been uh
56:20
has been uh covered and uh so it is there are many
56:23
covered and uh so it is there are many
56:23
covered and uh so it is there are many updates that are coming here with
56:25
updates that are coming here with
56:25
updates that are coming here with respect to uh the customer insights and
56:30
respect to uh the customer insights and
56:30
respect to uh the customer insights and uh you you should be every time refresh
56:32
uh you you should be every time refresh
56:32
uh you you should be every time refresh about these things see there are few
56:35
about these things see there are few
56:35
about these things see there are few navigations that will be keep on
56:37
navigations that will be keep on
56:37
navigations that will be keep on changing it but the concept Remains the
56:39
changing it but the concept Remains the
56:39
changing it but the concept Remains the Same okay so Mahindra do you wanted to
56:42
Same okay so Mahindra do you wanted to
56:42
Same okay so Mahindra do you wanted to add uh any other
56:46
points uh no I think uh what we
56:49
points uh no I think uh what we
56:49
points uh no I think uh what we discussed today you have covered on the
56:51
discussed today you have covered on the
56:51
discussed today you have covered on the demo
56:52
demo
56:52
demo so I think uh on the closing note I will
56:55
so I think uh on the closing note I will
56:55
so I think uh on the closing note I will just say that we will be back with the
56:57
just say that we will be back with the
56:58
just say that we will be back with the new topics on that and uh stay tuned and
57:01
new topics on that and uh stay tuned and
57:01
new topics on that and uh stay tuned and uh we can see you know all of our
57:04
uh we can see you know all of our
57:04
uh we can see you know all of our earlier sessions are recorded on
57:06
earlier sessions are recorded on
57:06
earlier sessions are recorded on available on the sh Corner live and on
57:09
available on the sh Corner live and on
57:09
available on the sh Corner live and on the YouTube as well so you can watch our
57:12
the YouTube as well so you can watch our
57:12
the YouTube as well so you can watch our you know previous sessions there share
57:14
you know previous sessions there share
57:14
you know previous sessions there share with your community share with your
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with your community share with your
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with your community share with your friends and stay tuned and we will be
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friends and stay tuned and we will be
57:18
friends and stay tuned and we will be back with the new topics thank you very
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back with the new topics thank you very
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back with the new topics thank you very much thank you
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everyone for
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[Music]
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[Music]
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[Music]
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[Music]