Microsoft Scenario Library Marketing Campaign performance tracking​

Available with: Microsoft 365 Copilot

Marketing scenario: Campaign performance tracking​

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Scenario

Using Copilot for campaign performance tracking​

AI can assist with the data collection and analysis for campaign performance tracking and then collaboration on analysis and segmentation recommendations.

1. Efficient campaign planning​

Collaborate with your team to plan a campaign using Facilitator in Teams. It assists in suggesting talking points, setting goals, and assigning tasks during the call.

Microsoft Teams icon

Copilot in Teams

Benefit: Accelerate campaign planning, foster creativity, and ensure alignment across the team.​

2. Content creation and review

Use Copilot to draft marketing content, such as blog posts, social media updates, and email campaigns. It provides real-time suggestions and helps maintain consistent messaging.

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Enhance content quality, save time, and engage your audience effectively.​

3. Data-driven insights

Analyze campaign performance data with suggestions from Copilot in Excel for new formula columns and insightful charts.​

Excel icon

Copilot in Excel

Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.​

4. Social media scheduling

Set up social media posting schedules using Copilot in Planner. It can create tasks, assign deadlines, and remind team members to publish content.

Microsoft Planner icon

Copilot in Planner

Benefit: Streamline social media management, maintain consistency, and reach your audience at optimal times.​

5. Collaborative campaign review

During campaign reviews, Copilot in Teams assists in summarizing key points, identifying areas for improvement, and suggesting next steps.

Microsoft Teams icon

Copilot in Teams

Benefit: Facilitate efficient discussions, align stakeholders, and drive campaign success.

6. Personalized customer segmentation

Prompt Copilot to recommend customer segmentation options for consideration.​

Microsoft Copilot icon

Microsoft 365 Copilot Chat1

Benefit: Increase engagement, deliver relevant content, and boost conversion rates.​

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help bring work in house

Copilot can help marketing teams rapidly generate creative content in house reducing reliance on outside agencies.​

Improve quality of campaign content​

  • Improve marketing content​
  • Improve quality of proposals and RFP responses​
  • Improve quality of emails and chats​

Inform market research ​

How Microsoft Copilot can help manage marketing expenses

Reducing the cost of marketing campaigns is a key benefit from Microsoft Copilot. Cost Per Lead (CPL) can be reduced with better campaign management and is a crucial metric used to measure and monitor the effectiveness of marketing campaigns. It represents the amount of money a business spends to generate a single new lead.

Improve quality of campaign content

  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Create pricing and promotional campaigns

Inform market research

How Microsoft Copilot can help with lead generation

Lead generation is a critical aspect of marketing and paves the way toward gaining new customers.

Inform market research 

  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

Improve demand generation materials

Speed up internal communications

Save time on administrative activities

How Microsoft Copilot can impact brand value

Brand value isn’t just about logos; it’s about shaping perceptions and building lasting relationships with your audience. A strong brand fuels demand generation.

Draft marketing assets

  • Improve marketing copy by having Copilot check for tone
  • Improve quality of emails campaigns

Create pricing and promotions

Improve marketing materials

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow Copilot to access your organization-specific apps. In the past this would have required an API call to get data from a system of record.

The content in this example scenario is for demonstration purposes only. You should evaluate how Copilot aligns with your organization’s business processes, regulatory requirements, and responsible AI principles.