Microsoft Scenario Library Retail Craft targeted marketing campaigns

Available with: Microsoft 365 Copilot and Copilot Studio

Retail scenario: Craft targeted marketing campaigns

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Scenario

Use Copilot to develop and launch personalized campaigns across surfaces

1. Audience segmentation

Prompt Copilot to recommend customer segmentation options for consideration based on specific campaign objectives and revenue goals.

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Microsoft 365 Copilot Chat1

Benefit: Refine your audience targeting to ensure that campaign messages are reaching the most receptive groups.

Collaborate with your marketing team using Copilot in Teams. It assists in brainstorming campaign ideas, setting goals, and assigning tasks.

Microsoft Teams icon

Copilot in Teams

Benefit: Accelerate campaign planning, align stakeholders, and ensure a cohesive approach.

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.

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Microsoft 365 Copilot Chat1

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

Use Copilot Studio to build a custom agent based on your sales database. Ask questions such as ‘What was the ROI on this campaign?’ to help inform campaign optimization.

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Copilot Studio Agent

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

During campaign reviews, Copilot in Teams can assist 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.

KPIs

Opportunity to impact key functional area KPIs

Better manage costs, discounts, and pricing to improve average margins.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Ensure your marketing budget is used efficiently with research, analytics, and personalization capabilities that help you reach customers wherever they are in their shopping journey.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

How Microsoft Copilot can help employee turnover rates

Reduce time spent on shift scheduling while optimizing coverage requirements. Improve employee morale with improved communication and simplified schedule changes.
Improve quality of internal materials and processes
  • Improve job descriptions for further role clarity
  • Improve company meetings with summarization and recap
  • Completely focus during the meeting

Help customers move from ‘browse’ to ‘buy’ with personalized shopping experiences that understand context to surface the perfect product, targeted marketing campaigns that maximize the power of your marketing spend, and helpful answers in the pocket of every store associate.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Streamline processes that lead to greater customer satisfaction, from analyzing multiple data sources to understand which products to stock to ensuring product availability and answering customer questions in-store.
Improve quality of campaign content
  • Improve marketing content
  • Improve quality of proposals and RFP responses
  • Improve quality of emails and chats

Provide real-time monitoring of sales, inventory, customer feedback, and staff performance across different locations and/or channels by leveraging data from various sources to quickly gain actionable insights.
Improve targeting
  • Analyze current product mix
    and cross sell success

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.