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Microsoft

Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

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Overview

  • Module 1: Learn about managing assets and content settings in Dynamics 365 Marketing.

    • In this module, you will:

    • Upload images to the file library and use images in marketing content.
    • Use content block elements in marketing content.
    • Review, update, and create content settings.
  • Module 2: This module covers the basics of customers and accounts as well as account-based marketing. It finishes with how leads work with your marketing initiatives.

    • In this module, you will:

    • Manage contacts, accounts, and leads.
    • Learn about account-based marketing and scoring.
    • Qualify leads.
  • Module 3: Learn how to manage forms and pages in Dynamics 365 Marketing.

    • In this module, you will:

    • Create a marketing form and then define needs, design a form, and make edits to a live form.
    • Add forms to Dynamics 365 Marketing pages and externally hosted pages.
    • Create form captures and form templates.
    • Complete step-by-step instructions to create a marketing form and marketing page.
  • Module 4: In this module, you will create a customer journey and work with templates, segments, and A/B testing.

    • In this module, you will:

    • Create a marketing email.
    • Run A/B testing.
    • Create a customer journey.
    • Generate dynamic behavioral segments from customer journey results.
    • Create a customer journey template.
  • Module 5: Do you use real-time marketing? If so, this module will help you learn how to manage content, event triggers, and journeys in real-time marketing.

    • In this module, you will:

    • Create emails, push notifications, and text messages.
    • Work with real-time triggers.
    • Work with segments.
    • Create a journey.
  • Module 6: Learn about managing subscription centers and double opt-in in Dynamics 365 Marketing.

    • In this module, you will:

    • Create a subscription list.
    • Create a subscription center form.
    • Create a subscription center marketing page.
    • Identify a subscription center in content settings.
    • Assign content settings in customer journeys.
  • Module 7: Learn about managing website visits, redirect URLs, and social postings in Dynamics 365 Marketing.

    • In this module, you will:

    • Monitor website visits.
    • Track visitors to your marketing pages.
    • Create redirect URLs.
    • Schedule and post messages on social media.

Syllabus

  • Module 1: Manage assets and content settings in Dynamics 365 Marketing
    • Introduction
    • Upload images
    • Manage keywords
    • Create reusable content blocks
    • Configure content settings
    • Check your knowledge
    • Summary
  • Module 2: Manage customers in Dynamics 365 Marketing
    • Introduction
    • Manage contacts
    • Manage accounts
    • Account-based marketing
    • Manage leads
    • Score and qualify leads
    • Check your knowledge
    • Summary
  • Module 3: Manage forms and pages in Dynamics 365 Marketing
    • 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
  • Module 4: Manage emails, segments, and journeys in Dynamics 365 Marketing
    • 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
    • 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
  • Module 5: Manage content, event triggers, and journeys in real-time marketing with Dynamics 365 Marketing
    • Introduction
    • Asset library
    • Create marketing emails
    • Create push notifications
    • Create outbound text messages
    • Work with real-time event triggers
    • Work with segments in real-time marketing
    • Create a journey in real-time marketing
    • Check your knowledge
    • Summary
  • Module 6: Manage subscription centers and double opt-in in Dynamics 365 Marketing
    • Introduction
    • Manage subscription centers
    • Set up global double opt-in
    • Set up double opt-in on a per-form basis
    • Check your knowledge
    • Summary
  • Module 7: Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing
    • Introduction
    • Monitor website visits and link clicks
    • Marketing on social media
    • Check your knowledge
    • Summary

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