Personalize omnichannel experiences with no code using Optimizely
Important
This content is archived and is not being updated. For the latest documentation, go to the Dynamics 365 Customer Insights - Data documentation. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | General availability |
|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
May 31, 2024 |
- |
Business value
Customer Insights and Optimizely now unlock omnichannel personalization and experimentation capabilities, enabling marketers and citizen developers to personalize every customer touchpoint with no code or prior expertise required. By combining insights and segments from Customer Insights with Optimizely audiences, you can create experiences that are tailored to your customer's browsing activity, their loyalty, past engagement history, and other real-time signals. Moreover, you can continue the conversation or re-target your visitors by delivering the same consistent experience through customer journeys, based on which Optimizely treatment cohort the customer was part of.
Feature details
- Easily configure a connection to and from Optimizely with Customer Insights - Data.
- Consume Customer Insights - Data segments within Optimizely.
- Run experiments or campaigns based on your Customer Insights - Data segments in Optimizely.
- Use experimentation and interaction data from Optimizely in Customer Insights - Data.
With Dynamics 365 Customer Insights and Optimizely, marketers can:
- Leverage 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 they next visit the website.
- Activate audiences across channels in journeys to further target the original visitors with the same offer if the prior web and message touchpoints failed to convert them and export the segments into advertising and social platforms for re-targeting.
- Use defined audiences to create "lookalike" segments on social media platforms. This strategy helps them identify and engage potential new customers who share characteristics with their existing audience, expanding their reach and intensifying customer engagement efforts.
Read our blog to discover more: Omni-channel real-time personalization with Dynamics 365 Customer Insights and Optimizely