Microsoft Scenario Library Marketing Campaign performance analysis & insights agent

Available with: Copilot Studio

Marketing scenario: Campaign performance analysis & insights agent

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Scenario

Using AI Agents to build a campaign performance analysis & insights agent

Automate tracking and analysis of marketing campaigns to generate insights and optimization recommendations.

1. Analyze ongoing campaign performance

A sales manager asks the agent to score potential leads based on a propensity to buy a certain product. The tool rates the customers based on historical conversion rates and account data.

Copilot Studio icon

Copilot Studio Agent

Benefit: Agent can find and analyze data across multiple systems saving time on analysis.

The agent recommends changes in channel mix, budget reallocation, and creative elements to optimize results.

Copilot Studio icon

Copilot Studio Agent

Benefit: The marketer can review recommendations and ask for additional details or provide guidance to the agent to help maximize campaign ROI.

The agent provides automated performance reports with key insights and actionable recommendations for marketing teams.

Copilot Studio icon

Copilot Studio Agent

Benefit: The marketer can use the report to present recommended updates to the larger team for approval and implementation.

KPIs

Opportunity to impact key functional area KPIs

How Microsoft Copilot can help bring work in house

Copilot can help marketing teams rapidly generate creative content in house reducing reliance on outside agencies.​
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 manage marketing expenses

Reducing the cost of marketing campaigns is a key benefit from Microsoft Copilot. Cost Per Lead (CPL) can be reduced with better campaign management and is a crucial metric used to measure and monitor the effectiveness of marketing campaigns. It represents the amount of money a business spends to generate a single new lead.
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 with lead generation

Lead generation is a critical aspect of marketing and paves the way toward gaining new customers.
Inform market research 
  • Research organization information and competitors
  • Learn how to position the product
  • Recap survey results

How Microsoft Copilot can impact brand value

Brand value isn’t just about logos; it’s about shaping perceptions and building lasting relationships with your audience. A strong brand fuels demand generation.
Draft marketing assets
  • Improve marketing copy by having Copilot check for tone
  • Improve quality of emails campaigns

1Access Microsoft 365 Copilot Chat at m365copilot.com, or the Microsoft 365 Copilot Chat mobile app and set toggle to “Web”.

2Access Microsoft 365 Copilot Chat at m365copilot.com, the Microsoft 365 Copilot Chat mobile app, or the Microsoft 365 Copilot Chat app in Teams, and set toggle to “Work”.

3AI Agents allow 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.