With Microsoft Dynamics Marketing you can unleash your marketing potential. You can easily plan, execute, and measure campaigns from start to finish. Bring your marketing vision to life—engage customers across channels, build pipeline, and demonstrate the impact of your marketing.
In a series of posts I'll take you around the corners of Dynamics Marketing, starting with the Email Designer. With the Email Designer you can design powerful personalized Email Marketing Messages.
To open a new email message in the Email Designer
1. Click Home – Marketing Execution – Email Marketing Messages to open the list of email messages
2. Click "+" (New) icon to open the Template dialog
3. Pick a template (or leave blank) and then click Submit
A canvas for designing your email opens At the top of the canvas you specify various metadata for the email, including its type. In the lower part of the canvas you'll find the designer
Three types of Email Marketing Messages
At the top right you can pick between three types of Email Marketing Messages that you can send - Commercial, Transaction, and Campaign Automation messages.
The difference between Campaign Automation Messages and other Commercial Email Marketing Messages is that they are Active messages for the duration of a specific campaign and are triggered to send based on Automation Actions (more about that in my next post)
Commercial Email Marketing Messages are sent at a specific point in time and are not actively running messages.
In the lower half of the Email Designer you can do your primary email designing work in one or more of four tabs
Insert Field Drop-Down
The "Insert Field" drop-down gives you the ability to merge fields into your message from contact records on your Marketing List such as First Name, Last Name, Company, and Phone Number to allow you to make the message more personal.
Position your cursor in your message where you want to insert the field, and select the field from the Insert Field drop-down menu.
Insert Plug-In drop-down
The "Insert Plug-In" drop-down allows you to choose from the Plug-Ins that have been created for the company that the Email Marketing Message is for. The Plug-In options are
A Subscription Center and Sender Address are required to be placed in the body of the Email Marketing Message if you are sending a Commercial message.
To insert a plug-in you position the cursor in your message where you want to insert the Plug-In, and select the Plug-In you want from the Insert Plug-In drop-down.
If you plan to add Images to your Email Marketing Message, you must first place the image into the Image Manager. You can open the Image Manager by clicking on the Image Manager icon in the tool bar of the editor.
In the Image Manager you can
Once you’re ready click the image that you want and click Insert to merge the image into your Email Marketing Message.
Segment specific Dynamic Content
Microsoft Dynamics Marketing allows you to make the email message more relevant to the receiver by adding Segment-specific Dynamic Content to your Email Marketing Message.
You can use dynamic content to customize the
In order to utilize the Segment-specific Dynamic Content in your Email Marketing Message you must add Marketing Lists to the email message to define the segments of recipients that you are marketing to.
You could define a segment for eg. "Strawberry Lovers" and another segment for "Banana Lovers"
The Lists/Queries that you add will appear in the Content Segment drop-down box of the Email Marketing Message.
Dynamic Content that is common to all recipients in the segment you pick in the Content Segment drop down is added to the body of the message.
To add dynamic content that's specific for a marketing segment
Just click the box to arrange the layout and shape that you want it to take for the Dynamic Content.(eg. insert a picture of a strawberry etc)
All other segment parts of the message become un-editable while you edit the contents of the segments placeholder, just like the placeholder is un-editable after you select other segments in Content Segment drop down
You can also specify a different From contact and Subject of the Email Marketing Message to be specific to that segment.
You can include Code Blocks in your messages to further customize it for recipients based on recipient preferences or location.
In the example below I'll drop the static "Dear" prefix and make it language specific - I'll use the french word "Cher" if the recipient is french, otherwise use "Dear"
1. To add a Code Block place your cursor in an editable field in the body of the message and click Add Code Block.
2. A blue colored block is added, double-click in the block and the Edit Code Block dialog box appears. Insert your code (eg. If Contact.Country == France; then use “Cher”; else use “Dear”)
3. Click OK to apply the code block
Once you've put your Email Marketing Messages into work (more on that topic in later posts) you can analyze the email marketing performance using a broad range of Performance metrics in Dynamics Marketing:
Stay tuned for more post on Dynamics Marketing