Exercise - Create emails

20 minutes

In this unit, you'll learn how to:

Create emails to use in a journey
Use uploaded assets in an email
Check your email content and go live

Create your first email

Log into Dynamics 365 Customer Insights - Journeys.
Navigate to the Real-time journeys work area.
Under Channels, select Emails.
Create the email.
- Click +New to create a new email.
- From the template gallery, select 1 column.
Enter details about the email.
- Name: Welcome Email 1
- Subject: Welcome to Contoso, Ltd.
- Preview text: We’re committed to providing you with quality insurance.
Select the Default brand profile as the brand profile.
Navigate to Settings and expand Compliance. Ensure the Purpose is set to Commercial.
Design the email. The following instructions are suggestions; use your marketing experience to design a rich, eye-catching email.
- Change the logo at the top of the email to a text box. Type Contoso, Ltd.: A new way to do insurance.
- Change the background color of this section to blue 4.
- Change the text color to white and change the size to 28px.
- Replace the image with the hero image you uploaded during the setup exercise.

Here's some sample copy for this email. You can copy and paste this into your email design. Use Personalization to enter dynamic content for the contact's first name.

Welcome, {{FirstName}}!

Thank you for putting your trust in Contoso, Ltd. We're honored to have you as a customer and look forward to building a lasting relationship with you. 

As America's \#1 insurance company, we're committed to providing quality insurance that protects all aspects of your business. 

We've put together a welcome kit that provides insight about our agency, advises on what to do if you need to report a claim, and provides our staff's direct contact information. Use the link below to download it. 

Feel free to contact us any time with any questions you have. And don't forget to download our mobile app where you can view your account history, pay your bill, and more.

Select the Call to action button at the bottom of the email.
- Change the URL to contoso.com.
- Expand the Style section.
- Change the button color to #0076ad.
Preview, test, and go live with your email.
- Navigate to the Preview and test tab of your email to review your email.
- Click Check content. Correct any errors if needed.
- Click Ready to send.

Create your second email

We'll create two more emails by copying the email you just created.

While Welcome Email 1 is open, click the drop-down next to Save then select Save as.
Update the name of the email to Welcome Email 2.
Click Save and Close.
Select View record in the pop-up to move to your newly created email. (If it doesn't pop up, go to Emails and select Welcome Email 2.)
Change the subject and preview text.
- Suggested Subject: Get on-demand access to your Contoso, Ltd. portal.
- Suggested Preview text: Review account information, policy details, submit a claim, and more.
Design the email. You can modify the images and content as desired.

Here's sample copy for this email. You can copy and paste this into your email design.

Dear {{FirstName}},

I would like to welcome you to the Contoso, Ltd. family! Our specialists are here to help you with all your insurance needs. We also encourage you to setup your online account to gain 24/7 access to:  
    -	Your account information and policy details. 
    -	Submit a request for coverage verification, start a claim, or review prior claims. 
    -	A secure and encrypted internal messaging tool for sharing sensitive information. 
Feel free to contact me with any questions you have. 

Cheers, 
Kendall Collins, Insurance Specialist   kendall@contoso.com

Preview, test, and go live with your email.

Create your third email

We'll create one final email by copying email 2.

Create a new email by copying email 2. Name the email Welcome email 3.
Enter details about the email.
- Suggested Subject: Welcome to Contoso
- Suggested Preview text: Review your welcome information.
Design the email. You can modify the images and content as desired.

Here's sample copy for this email. You can copy and paste this into your email design.

Note

We recommend leaving FirstName from the first email and then replacing the rest of the copy with this.

{{FirstName}}, thank you for putting your trust in Contoso Ltd. I'm honored to have you as a customer and look forward to building a lasting relationship with you. Your welcome kit provides insight about our agency, advises on what to do if you must report a claim, and provides our staff's direct contact information. 

Use the link below to download the kit from our website.

Feel free to contact me with any questions you have. Cheers, 
Kendall Collins, Insurance Specialist   kendall@contoso.com

Update the button in the email. In the Button text field, change it to Click here for the welcome kit.
Preview, test, and go live with your email.

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