Select the More header fields button at the side of the header to open a drop-down dialog and then enter a Name for your new message.Įnter a Subject for your message. The Select an Email Template dialog box closes and the content (if any) from your selected template is copied to your design.
More information: Create templates for emails, pages, forms, and journeys Several standard templates are provided out of the box, and you can also create your own templates that feature your organization's graphical identity, required elements, and messaging standards. Then choose Select to apply the template to your new message.
The template dialog box provides tools for searching, browsing, and previewing your template collection.įor this exercise, select the blank template so that you can step through all the required content. Each template provides a starting point for designing a particular type of message. The New Marketing Email page opens with the Select an Email Template dialog box shown. You will see a list of existing marketing emails. Go to Marketing > Marketing Execution > Marketing Emails. You'll set up the last two steps in the next exercise.
This exercise describes how to do the first two of these steps. It personalizes and sends each individual message, collects interaction data, and can follow up with additional processes based on those interactions. The journey then drives the email-delivery process and other automation features. Activate the customer journey by choosing Go Live.Set up a customer journey that, at a minimum, identifies a published target segment and a published email message to deliver to that segment.
The go-live process also activates any dynamic code and replaces links with trackable versions that are redirected through Dynamics 365 Marketing. This copies the design to the Dynamics 365 Marketing email marketing service, which makes the message available for use by a customer journey (but doesn't deliver any messages yet). Publish the design by selecting Go live.Create an email design that delivers your message and includes required elements such as a subscription-center link, your physical address, email subject, and email From address.Process overview-to set up and execute a simple email campaign, you must do the following: