Create a marketing page
A marketing page is a webpage that is hosted by Dynamics 365 Customer Insights - Journeys. Marketing pages integrate with other Dynamics 365 Customer Insights - Journeys features, including email marketing, customer journeys, behavior analysis, lead scoring, and result analytics.
The three types of marketing pages are:
Landing pages - Landing pages provide a webpage with an input form that visitors can use to sign up for a download, discount, mailing list, or other perk by entering their contact details. When a visitor submits a form, Dynamics 365 Customer Insights - Journeys automatically stores the submitted values in your database, creating new records or updating existing ones as needed.
Subscription centers - All commercial marketing email messages must include a link to a subscription center, where mail recipients can go to unsubscribe, choose other lists to subscribe to, or update their contact information. You can choose which mailing lists to include in each subscription center, but all subscription centers will also include a check box that the visitor can select to opt out of all commercial marketing emails.
Forward to a friend - If you'd like to enable recipients of your marketing email messages to forward those messages to friends who might also be interested in your offers, create a forward-to-a-friend marketing page and include links to it in your marketing email messages. Dynamics 365 Customer Insights - Journeys tracks when messages are forwarded by contacts who use the forward-to-a-friend form, but not when contacts simply forward a message by using their standard email client. Messages that are forwarded by using an email client will still contain the web beacon and personalized links of the original recipient, so your email results will show all interactions with these forwarded messages as being done by the original recipient as well. However, when a contact uses the forward-to-a-friend form, Dynamics 365 Customer Insights - Journeys generates a new web beacon and personalized redirect links for each forwarded message. Additionally, forward-to-a-friend recipients won't see any personalized information that was intended for the original recipient. For reasons of data privacy, all data that is entered into a forward-to-a-friend form is deleted after 30 days, so no new contact or lead records are created unless a recipient of the forward chooses to register with your organization by using a landing page. For more information, see Create and deploy marketing pages.
Important
The marketing-page feature described in this topic requires that you have a Power Apps portal associated with your Dynamics 365 Customer Insights - Journeys instance. If your admin chose to install the app without a portal, then the features described in this topic won't be available to you. If you attempt to go live with a marketing page without having a portal available, you'll be alerted to the issue and will be offered a chance to install a portal if you like (admin privileges are required). For details about how to create landing pages without using a portal (or in addition to the portal), see Create interactive features with or without portals. Note, however, that a simple default subscription center is available even if you don't have a portal. This page is hosted by your Dynamics 365 Customer Insights - Journeys server and can be customized using the features described in this topic. For more information, see The default subscription center.
Design a marketing page
To view, edit, or delete a marketing page, go to Outbound Marketing > Internet marketing > Marketing pages.
To create a new marketing page, select + New in the command bar.
Select a template or select Skip to start with a clean slate.
In Dynamics 365 Customer Insights - Journeys, you can choose from a collection of sample templates, create your own templates, or create a new page. If you choose to start from a template, it will establish the form type, column layout, and sample content for you.
When you create a new page from a template, the template content is copied into your new page. The page and template aren't linked, so when you edit the page, the template won't change; likewise, any future changes that you make to a template won't affect any existing pages that were created using it. For more information, see Work with email, page, and form templates.
Fill out key information about the marketing page header. Select the More header fields button at the side of the header to expose the following fields:
Name - Enter a descriptive name for your page. This is used to identify the page in list views.
Type - Choose the type of page that you need. Each type has different requirements and options.
Partial URL - When you publish the page, this value becomes part of its URL. The page will be published on your power page, so the final URL for the page will look similar tocthis:
https://<companyname>.microsoftcrmportals.com/PartialURL.
For more information, see Set the required field values.
Design your page.
After you have filled out key information about your marketing page, you can begin to add, configure, and arrange the various text, graphical, and form elements that your page requires. The page designer is similar to other types of digital content designers in Dynamics 365 Customer Insights - Journeys, but only provides design elements and settings that are appropriate for marketing pages.
Add new elements to your design by dragging elements from the Toolbox to the content canvas or choose a design element that already exists in your design.
As you add elements, you can use the pop-up toolbar on the canvas to modify it. The tools that the pop-up offers vary depending on which type of design element that you've selected. The toolbar typically provides commands to move, copy, or delete the selected element. For text elements, the toolbar offers commands for applying basic text formatting as you would in Microsoft Word.
You can also select an element and then use the Properties tab on the right to customize it.
Add a form to the page (as needed).
In the Toolbox, select the form element and then drag it onto the canvas.
In the Properties section, select the marketing form that you want to associate to your marketing page.
Remember, your marketing form must be in live status to be available for selection.
Configure the Submission behavior form:
Confirmation message - Enter a message that will appear to visitors right after they submit the form. Use this to thank the submitter and confirm their submission.
Error notification - Enter a short message that tells the user that a temporary error has prevented the system from accepting the form submission.
Limit exceeded message - Enter a short message announcing that the system has stopped processing new submissions temporarily and inviting the user to try again later.
Redirect URL - Enter a URL to send the submitter to immediately after they submit the form.
If you prefer to work directly with HTML code, open the designer’s tab. You might do this to touch up a few properties that you can't get to by using the graphical editor, or you might paste in HTML code that you created by using some other program. You could also add advanced scripts and styling to introduce new functionality.
Important
HTML code for marketing pages published to the portal must be less than the maximum size of the adx_copy attribute of the adx_webpage portal entity, not including images or imported scripts. If you attempt to publish designs larger than the maximum size of the adx_copy attribute, you'll receive an error message.
For more information, see Design your content.
Update additional settings. From the Summary tab, you can view and update a few key settings:
Full Page URL - After the page is live, this field will be populated with the URL for the marketing page.
Market type, Content type, Visual type, Optimized for - These settings don't affect the actual layout or functionality of the page in any way. These values affect how the page can be found in the template gallery. If you create a page template, we suggest that you fill out these fields to help your users search for a page template in the template gallery.
Save your changes.
Preview your page.
When you are done designing the page, you can use the built-in review features to see how your page looks.
Go to the Preview tab. Switch between Desktop, Tablet, and Mobile to see how your page will appear on various devices.
If you want to make any changes, go back to the Designer tab.
Save any additional changes.
Check for errors and go live
While you are building a marketing page, it remains in draft status and is therefore editable in Dynamics 365 Customer Insights - Journeys but is unavailable to customers on the internet. When your page is ready for use, you must publish it by selecting Go live in the command bar. Your design will be checked for errors and then, provided it passes, be published to your portal. If a problem is found, read the error message, address the issue, and try again.
To view your page, go to the Summary tab. The Full page URL field displays the URL for the marketing page. Select the globe icon to open the page in a new internet browser tab.
For more information, see Marketing page go-live operations and status.
Make edits to a live page
You can edit a live page by selecting Edit in the command bar. While you are editing the page, it remains available on the internet. After editing, select Save. Your design will be checked for errors and then, provided it passes, your updates will be published.
You can remove a live page from the internet by selecting Stop in the command bar.
For more information, see Deploy your marketing pages.
Important Privacy Notice
Many countries/regions (including the European Union) require that you
get consent before setting a cookie on a user's machine. It's your
organization's responsibility to be aware of, and conform to, all
relevant laws and regulations in the markets where you operate,
including consent to set cookies. You can read more about the EU
regulations at ec.europa.eu/ipg/basics/legal/cookies/. Dynamics
365 Customer Insights - Journeys uses cookies in the following ways:
Marketing pages created and hosted by Dynamics 365 Customer Insights - Journeys use cookies to enable the pre-fill feature for known contacts, and to log when any contact opens a marketing page. Dynamics 365 Marketing pages and page templates don't include a cookie-consent feature, so you must add it. One way to do this is by adding JavaScript to the section of your pages using the HTML editor of the page designer. You could develop your own JavaScript or use one of the many free or licensed solutions already available. You could also use the built-in privacy statement for marketing pages to announce your use of cookies; however, this might not be sufficient in all jurisdictions because it won't stop the server from setting the cookie. It just informs visitors that cookies are being used. For more information about this feature, see Configure landing pages. You can also see Create and deploy marketing pages for more relevant information.
The websites feature uses cookies to log visits to any web page where you place the tracking script. Cookies work together with the marketing-pages feature to identify contacts by matching the visitor IDs to landing-page submissions. If your website already uses cookies and includes a consent feature, then it probably covers the Dynamics 365 Customer Insights - Journeys website script. However, if you don't have cookie consent built into your website, you must add it before adding the website script to pages that market to residents of relevant countries/regions. For more information, see Register link clicks and website visits
The event portal uses a session cookie to enable contacts to sign in and register for events. For more information, see Set up the event portal. Additionally, it uses cookies to store the user's language.
For more information, see How Dynamics 365 Customer Insights - Journeys uses cookies.