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- 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.
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Feb 14, 2022 · There is no spell check built into customer engagement apps (Dynamics 365 Sales, Dynamics 365 Customer Service, Dynamics 365 Field Service, Dynamics 365 Marketing, and Dynamics 365 Project Service Automation).
- Overview
- Create a new email marketing message
- Establish your basic layout by choosing the right template
- Make basic and required settings
- Design your content
- Add standard, required, and specialized links to your message
- Add dynamic content
Read this article to learn how to create an email message and design its content. See also the email marketing overview for a summary of the full message creation, delivery, and analysis process for email marketing.
For a step-by-step tutorial on how to create and send your first marketing email message, see also Create a marketing email and go live
Important
As of April 2023, the following fields have been relocated from the right pane to the canvas: From Name, From Address, Subject, and Pre-header. This change allows for easier access and editing of these fields.
If you have customized these fields on the "Email Properties" form, you should copy the customization to the new "Email Header" form (Customer Insights - Journeys form ID: 08732368-3f74-426e-9f96-595fbd6867e9, outbound form ID: e21ed42d-aa03-40b5-8dd8-57207fea78ba). Customizations may include handlers that control the visibility of these fields or react to changes in these fields.
Customizations made to the main form or customizations adding new fields to the Email Property form do not require any action.
To create a new email marketing message, go to Customer Insights - Journeys > Channels > Emails and select New on the command bar.
The first thing you are asked when you create a new message is to select a template. Dynamics 365 Customer Insights - Journeys includes many templates, each of which includes both structural and style elements. You can select Skip to start with a blank template, which lets you start from scratch with an empty message. After you select a template or choose Skip, you'll be in the email designer, where you can finish creating your email content.
When you create a new message from a template, the template content is copied into your new message. The message and template aren't linked, so when you edit the message, the template won't change. Likewise, any future changes that you make to a template won't affect any existing messages that were created using it.
You can also create your own custom templates. Custom templates can help you and others in your organization create new messages more quickly in the future. Design your templates so that they reflect your organization's graphical identity and fit closely with the types of campaigns you run most regularly. You can save any existing message as a template by selecting Save as template on the command bar. You can also work directly in the templates area (Customer Insights - Journeys > Assets > Templates) to view or edit existing templates and create new ones. When setting up a template, you can add various types of metadata (purpose, style, market type, and optimized for) which make each template easier to identify and find by using filters.
More information: Work with email, page, and form templates
Enter a name for the message
Each email message must have a name, which identifies the message when you're looking at the list view or when selecting messages to include in a customer journey. To enter a name, select the Email name field on the left side of the header and enter a name for your new message.
Enter a subject for the message
Enter a subject for your message by selecting Add a subject in the email header section at the top of the page and filling in the Subject field inside the Email header pane. This is a very important setting because this is one of the first things recipients will see when they receive the email, and they may use this to decide whether to read the message. You can also add a preheader, which shows up next to or below the subject line in the recipient's inbox. Preheader allows you to create custom text that displays in your recipient's inbox before they open the email message. The preheader is your chance to create a line that grabs the recipient's attention as soon as they see your message.
Other important settings
Other important settings are also provided in the Email header pane, but these should already show default values that should work fine in most situations. 1.Go to Settings in the right panel and select it. 2.After selecting the settings, you'll be able to see the Email header. To access all the Email header settings, select a section when hovering over it. The Email header settings include the following: •Send settings •To address: This must contain an expression for finding each address the message will be sent to. This should almost always be the dynamic expression provided by default, which is {{contact.emailaddress1}}. •From address: This is the email address for the person who sends the message. This is the default email address set for your organization in the Admin settings. The domain shown here should be authenticated as belonging to your organization, which can dramatically impact deliverability. •From name: This is the name that recipients will see as the sender when they receive the message. This is the default from name set for your organization in the Admin settings. Recipients are more likely to open your message if they see a name they recognize here. •Reply-to address: The email address that reply messages are sent to when you want the messages to go to a different email address than the from address. •Email settings •Email template: The template you selected when creating the email. You can change the template by selecting the template name. Important If you change the template, your current email content will not be preserved (apart from the email header). •Email type: Email can be either commercial (default type), or transactional. •Content type: This can be either a normal email (default content type), or a confirmation request for double opt-in scenarios. •Language: The language your email is in. •Plain text •Automatically generate plain text: This option is set to Yes by default. You can, however, set it No and provide your own plain text version of the email. •Plain text preview: This field shows the preview of the plain text version of your email.
The email content designer resembles the other digital content designers provided in Dynamics 365 Customer Insights - Journeys. Work with it as follows:
•Use the Designer tab graphical tool to design your content by using drag-and-drop, point-and-click operations. Add new elements to your design by dragging design elements from the Designer > Toolbox tab to the canvas. Choose a design element that already exists in your design, and then open the Designer > Properties tab to configure it and style it. To style the overall message with basic fonts, colors, and background, select the canvas and open the General styles tab.
•When you select a design element on the canvas, you'll usually see a formatting toolbar just above the element. The controls offered by the toolbar vary depending on which type of element you've selected. Most toolbars provide buttons to move, copy, or delete the selected element, in addition to specialized buttons that vary by element type. The toolbar also includes an arrow, which allows you to quickly switch to the parent element that contains the selected element.
•When a text element is selected, you'll get a full formatting toolbar that you can use to apply basic text formatting like you would in Microsoft Word. It also includes a Personalization button , which you can use to add dynamic content such as a mail-merge field that displays the recipient's name. More information: Use assist edit to place dynamic field values
•To resize an image, divider, or button, click to select the element. You will see small circles on the corners and sides of the element. Select a circle and drag to resize.
•Use the HTML button to edit the raw HTML directly. You might use this to paste in an existing HTML design, or to fine-tune the code in ways that aren't supported by the graphical editor (such as custom attributes or logic).
Marketing messages are delivered as HTML and therefore support hyperlinks. Some types of links provide access to special features that are hosted by Dynamics 365 Customer Insights - Journeys, whereas others can simply be standard links to content anywhere on the web. A subscription center link is required before any commercial message can pass the error check and go live, but other links are optional, so you can use them only as needed.
The following list describes the types of links that are available. You'll use the assist edit feature to add links as text in a text element, while other types of links are added by using a button or image.
Text/button/image links can like to:
•URL: You can add standard links to any text content by highlighting the link text and selecting Link on the text toolbar. You can also add link URLs to many other types of design elements, including images and buttons. When your message goes live, Dynamics 365 Customer Insights - Journeys replaces each link with a unique redirect URL that targets your Dynamics 365 Customer Insights - Journeys server and identifies the message recipient, message ID, and the destination you specified for the link. When a contact clicks a link, Dynamics 365 Customer Insights - Journeys logs the click and then forwards the contact directly to the URL you specified.
•Event, Teams check-in, marketing page, or survey: These links go to an event website, Teams check-in, marketing page, or a survey. You can add them as text links in a text element, or as colorful call-to-action buttons or images. To create a button, drag an event, survey, or landing-page element to your email design and then configure which item the element should link to. To create a text link, select some text in a text element, and then use the personalization feature.
Other types of links:
Dynamic content is content that gets resolved just before a message is sent to a specific individual. You'll typically use dynamic content to merge information from the recipient's contact record (such as first and last name), to place special links, and to place information and links from the content settings. If you're comfortable working in code, you can also create custom logic that includes conditional statements, while loops, and more. You can use dynamic content in your message body and in the message header fields (subject, from address, and from name).
For complete details about these and other dynamic-content features, see Add dynamic content to email messages
How to Setup Email Campaigns in Dynamics 365 Marketing. Stay updated with what is happening in the Microsoft Business Applications world and initiatives Imperium is taking to ease digital transformation for customers. Creating a marketing email in Dynamics Marketing is a straightforward process. Follow these steps to craft an engaging marketing ...
Mar 20, 2024 · Once you have your system ready, it’s time to craft the perfect marketing email. Dynamics 365 Marketing supports both HTML and drag-and-drop editors, allowing flexibility and creativity. Start by choosing the right template for your email campaign. It should align with your brand and resonate with your audience.
Jun 21, 2022 · In this article I am discussing the enhanced email template editor which is part of 2022 Release Wave 1. This functionality has been in preview since May 1st and per the Microsoft docs site this will be rolled out as GA in July of 2022. (You can access the Microsoft Doc site and read about the preview and GA dates here .)
