Marketing scenario: Targeted campaigns
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
KPIs impacted
Leads created
Cost per lead
Value benefit
Revenue growth
Cost savings
Using Copilot for targeted campaigns
1. Audience segmentation
Prompt Copilot to recommend customer segmentation options for consideration based on specific campaign objectives and revenue goals.
Business Chat1
Benefit: Refine your audience targeting to ensure that campaign messages are reaching the most receptive groups.
2. Strategic campagaign briefs
Collaborate with your marketing team using Copilot in Teams. It assists in brainstorming campaign ideas, setting goals, and assigning tasks.
Copilot in Teams
Benefit: Accelerate campaign planning, align stakeholders, and ensure a cohesive approach.
3. Content creation and refinement
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.
4. Data-driven insights
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.
Copilot Studio Agent
Benefit: Optimize campaigns based on data-driven insights, leading to better ROI.
5. Collaborative campaign review
During campaign reviews, Copilot in Teams can assist 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.
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 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.
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.
