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Personalize omnichannel experiences with no code using Optimizely

Enabled for Public preview General availability
Admins, makers, marketers, or analysts, automatically May 31, 2024 -

Business value

When you use Customer Insights with Optimizely, you get omnichannel personalization and experimentation capabilities. Marketers and citizen developers can personalize every customer touchpoint without any code or prior expertise. By combining insights and segments from Customer Insights with Optimizely audiences, you can create experiences that match your customer's browsing activity, loyalty, past engagement history, and other real-time signals. You can also keep the conversation going or re-engage your visitors by delivering the same consistent experience through customer journeys. The customer journey depends on which Optimizely treatment cohort the customer belongs to.

Feature details

Real-time web personalization and Optimizely integration

  • Easily set up a connection between Optimizely and Customer Insights - Data.
  • Use Customer Insights - Data segments in Optimizely.
  • Run experiments or campaigns in Optimizely based on your Customer Insights - Data segments.
  • Use experimentation and interaction data from Optimizely in Customer Insights - Data.

With Dynamics 365 Customer Insights and Optimizely, marketers can:

  • Use the predicted lifetime value of a customer to create targeted experiences on web, social, email, and offline channels with Optimizely.
  • Create a segment for high-churn customers in Customer Insights and use it in Optimizely to increase engagement when customers visit the website.
  • Activate audiences across channels in journeys to target original visitors with the same offer when prior web and message touchpoints don't convert them. Export these segments into advertising and social platforms for retargeting.
  • Use defined audiences to create lookalike segments on social media platforms. This strategy helps you identify and engage potential new customers who share characteristics with your existing audience. With this approach, you expand your reach and intensify customer engagement efforts.

For more information, see Omni-channel real-time personalization with Dynamics 365 Customer Insights and Optimizely.

Geographic areas

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Language availability

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Additional resources

No-code web personalization using Optimizely (docs)