- Learn how to create emails in Dynamics 365 Customer Insights - Journeys.
This module explains how to:
- Upload images to the file library and use images in marketing content.
- Create and publish an email.
- Enhance your emails by using personalization, content blocks, content ideas, and more.
- Upload images to the file library and use images in marketing content.
- Add personalization to emails.
- Learn how to build journeys with Dynamics 365 Customer Insights - Journeys.
In this module, you'll:
- Manage segments in real-time journeys.
- Work with triggers in real-time journeys.
- Create a journey.
- Set a business goal and measure progress through a journey.
- Determine when to use attribute versus if/then branches.
- Use an A/B test within the customer journey.
- Use AI-driven, run-time channel optimization.
- Raise triggers from a journey to run another journey or Power Automate flow.
- This guided project will validate your skills in configuring Dynamics 365 Customer Insights - Journeys to meet the business requirements of an organization.
In this module, you'll demonstrate your ability to:
Create a marketing email
Create a segment
Build a segment-based journey
Build a trigger-based journey
Overview
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Syllabus
- Create emails in Dynamics 365 Customer Insights - Journeys
- Introduction
- Manage assets
- Create marketing emails
- Personalize content
- Use brand profiles
- Use Copilot to generate email content ideas
- Style emails with AI-assisted themes
- Create content blocks
- Preview and test emails
- Check your message for errors and publish
- Send emails without building a journey
- Edit a live email
- Prevent sending emails to duplicated email addresses
- Check your knowledge
- Summary
- Build journeys with Dynamics 365 Customer Insights - Journeys
- Introduction
- Create and manage segments
- Work with triggers
- Create a journey
- Add messages to the journey
- Add AI powered action to the journey
- Add conditions to the journey
- Add activities to the journey
- Add connectors to the journey
- Publish journeys
- Check your knowledge
- Summary
- Guided project - Create and manage journeys with Dynamics 365 Customer Insights
- Introduction
- Prepare for the guided project
- Exercise - Create emails
- Exercise - Create a segment
- Exercise - Create a segment-based journey
- Exercise - Create a trigger-based journey
- Module assessment
- Summary