Learn about managing assets, keywords, content blocks, and content settings in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.
In this module, you'll learn how to:
- Upload images to the file library and use images in marketing content.
- Create keywords and associate them to images.
- Incorporate content block elements in marketing content.
- Review, update, and create content settings.
This module covers the basics of contact, accounts, and lead management within Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.
In this module, you will learn how to:
- Manage contacts and accounts in Dynamics 365 Customer Insights - Journeys.
- Identify the core concepts of account-based marketing.
- Score and qualify leads.
Learn how to manage forms and marketing pages in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.
In this module, you will learn how to:
- Create and publish marketing forms.
- Add forms to Dynamics 365 Customer Insights - Journeys pages and externally hosted pages.
- Set up form captures.
- Build marketing form and marketing page templates.
This module covers managing marketing emails, segments, customer journeys, and A/B testing in outbound marketing. This module applies to outbound marketing features only.
In this module, you'll learn how to:
- Create and publish a marketing email.
- Construct segments within Dynamics 365 Customer Insights - Journeys.
- Leverage segments created within Customer Insights.
- Design and publish a customer journey.
- Run an A/B test in outbound marketing.
- Build marketing email, segment, and customer journey templates.
Learn about managing subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.
In this module, you will:
- Create a subscription list.
- Build a subscription center form.
- Design a subscription center marketing page.
- Identify a subscription center in content settings.
- Select a content settings record in a customer journey.
This module discusses managing website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys. This module applies to outbound marketing features only.
In this module, you will learn how to:
- Monitor website visits.
- Track visitors to your marketing pages.
- Create redirect URLs.
- Schedule and post messages on social media.

Syllabus

Manage assets and content settings in Dynamics 365 Customer Insights - Journeys
- Introduction
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
- Check your knowledge
- Summary
Manage customers in Dynamics 365 Customer Insights - Journeys
- Introduction
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
- Check your knowledge
- Summary
Manage forms and pages in Dynamics 365 Customer Insights - Journeys
- Introduction
- Create a marketing form
- Add a form to a marketing page
- Embed forms on external websites
- Create a marketing form template
- Create a marketing page
- Set up marketing page personalization
- Create a marketing page template
- Exercise - Create a marketing form and marketing page
- Check your knowledge
- Summary
Manage emails, segments, and journeys in Dynamics 365 Customer Insights - Journeys
- Introduction
- Create a marketing email
- Deliver a marketing email with send now
- A/B testing for email marketing
- Create an email template
- Create and manage segments
- Create a segment template
- Market to Dynamics 365 segments on LinkedIn
- Use segments from Dynamics 365 Customer Insights
- Create a customer journey
- Run A/B testing from a customer journey
- Generate dynamic behavioral segments from customer journey results
- Create a customer journey template
- Exercise - Create a customer journey
- Check your knowledge
- Summary
Manage subscription centers and double opt-in in Dynamics 365 Customer Insights - Journeys
- Introduction
- Manage subscription centers
- Set up global double opt-in
- Set up double opt-in on a per form basis
- Check your knowledge
- Summary
Manage website visits, redirect URLs, and social postings in Dynamics 365 Customer Insights - Journeys
- Introduction
- Monitor website visits and link clicks
- Marketing on social media
- Check your knowledge
- Summary