Retail scenario: Craft targeted marketing campaigns

Download scenario guide
Available with: Microsoft 365 Copilot and Copilot Studio Scenario level:
Extend

KPIs impacted

Store revenue

Marketing spend

Conversion rate

Value benefit

Revenue growth

Cost savings

Using Copilot to craft targeted marketing campaigns


1. Audience segmentation

Prompt Copilot to recommend customer segmentation options for consideration based on specific campaign objectives and revenue goals.

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Business Chat1

Benefit: Refine your audience targeting to ensure that campaign messages are reaching the most receptive groups.

2. Strategic campaign briefs

Collaborate with your marketing team using Copilot in Teams. It assists in brainstorming campaign ideas, setting goals, and assigning tasks.

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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.

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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 icon

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.

Microsoft Teams icon

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 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.