Retail scenario: Track marketing campaign performance
Download scenario guideAvailable with: Microsoft 365 Copilot Scenario level:
KPIs impacted
Store revenue
Marketing spend
Conversion rate
Value benefit
Revenue growth
Cost savings
Using Copilot to track marketing campaign performance
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.
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.
Business 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.
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.
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.
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.
Business Chat1
Benefit: Increase engagement, deliver relevant content, and boost conversion rates.
1Access Copilot at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
2Access Business Chat at copilot.microsoft.com or the Microsoft Copilot mobile app and set toggle to “Web”.
3Copilot agents allow Microsoft 365 Copilot to access your company-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.
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.
