Marketing scenario: Campaign performance tracking​

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Available with: Copilot for Microsoft 365 Scenario level:

KPIs impacted

Brand value

Leads created

Cost per lead

Value benefit

Revenue growth

Cost savings

Using Copilot for campaign performance tracking​

1. Efficient campaign planning​

Collaborate with your team to plan a campaign using Copilot in Teams. It assists in suggesting talking points, setting goals, and assigning tasks.​

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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.

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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.​

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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.

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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.

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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.​

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

1Access Copilot at or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Copilot at, the Microsoft Copilot mobile app, or the Copilot app in Teams, and set toggle to “Work”.

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.