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Customize the email designer

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Note

Dynamics 365 Marketing and Dynamics 365 Customer Insights are now Customer Insights - Journeys and Customer Insights - Data. For more information, see Dynamics 365 Customer Insights FAQs

New Customer Insights - Journeys customers receive real-time journeys features only. For more information, see Default real-time journeys installation.

Important

This article only applies to outbound marketing.

The latest email editor improves the design process by providing more screen real estate for the design canvas. You can further tailor the email designer to suit your needs by implementing your own customizations.

Important

As of April 2023, the following fields have been relocated from the right pane to the header area: From Name, From Address, Subject, and Pre-header. This change allows for easier access and editing of these fields.

If you have customized these fields on the "Email Properties" form, you should copy the customization to the new "Email Header" form (real-time marketing form ID: 08732368-3f74-426e-9f96-595fbd6867e9, outbound form ID: e21ed42d-aa03-40b5-8dd8-57207fea78ba). Customizations may include handlers that control the visibility of these fields or react to changes in these fields.

Customizations made to the main form or customizations adding new fields to the Email Property form do not require any action.

To customize the email designer:

  1. Open the Settings menu The Settings menu icon. at the top of the Customer Insights - Journeys app window and select Advanced Settings. The advanced settings area then opens in a new browser tab. Note that this area uses a horizontal navigator at the top of the page instead of a side navigator.

  2. In the Settings drop down menu on the left of the top bar, navigate to Customizations. On the page that opens, choose Customize the System.

  3. A Power Apps customization pop-up window opens. Use the left panel to navigate to Components > Entities > Marketing email > Forms.

  4. On the Forms page, locate the Email properties and New editing experience forms.

    Screenshot showing the forms list.

  5. Open the Email properties form. You can customize the form as you would any CRM form. You can add or hide new fields and sections, change the order of the fields, or put extra logic in the WebResource handlers.

    Screenshot showing the Email properties form.

  6. After you've made your desired changes, select Save.

  7. Because the Email properties form works in the context of the main form (New editing experience), you must add any new attributes to the New editing experience form in order for the customizations to take effect. To add new attributes to the main form, open the New editing experience form and add any new attributes at the end. The attributes won't be visible to users.

    Warning

    If you add a subgrid to the Email properties form, you should not add it to the main form. If you add a subgrid targeting the same entity on both forms, the subgrids must have different names.

    Screenshot showing the New editing experience form.

    Important

    The first field in the New editing experience form is reserved for the email editor. Adding any field before the first field will break the user experience.

    Note

    If you enable the timeline functionality for a Customer Insights - Journeys email entity and would like to add a timeline visual to the Email properties form, you must also add it to the New editing experience form. In other words, the timeline functionality has the same requirements as field customizations.

  8. Select Save, then Publish your changes.