Get started with email

This article provides a checklist to get email in Dynamics 365 Customer Insights - Journeys up and running quickly.

Set up bulk mailings, manage subscriptions and the double opt-in process

Follow these steps to set up subscription lists, configure your subscription center, and create a journey to email marketing mailings to your subscribers.

Task	Related information
Define and create subscription lists	Lists that a client can subscribe to such as a newsletter. Learn more: Create a subscription list.
Upload your company logo as a digital asset	Resize before uploading to use in emails, forms, etc. Learn more: Upload and use images and files in online content.
Design your subscription form for each subscription list	It is recommended to use a separate form instead of only using the subscription center. Learn more: Add a subscription list to a subscription form.
Design your subscription center	Learn more: Create a subscription center marketing page, Create a landing page with a form.
Design the main email template for your company	Learn more: Work with email, page, and form templates.
Design a double opt-in confirmation email and landing page	Learn more: Create an increase content confirmation request message, Create a thank you page for each type of confirmation.
Configure double opt-in settings	Learn more: Set up global double opt-in for new subscriptions and consent changes.
Prepare data migration of existing email subscription lists	From Mailchimp, for example. Learn more: Import and email all contacts from a spreadsheet, Create a subscription list.
Embed forms and subscription center into CMS (if Power Apps portals are not used)	Learn more: Embed forms on external websites.
Design a customer journey for subscription mailings	This will be a simple two or three step journey (send mail to subscribers). Learn more: Create a simple customer journey with email messaging.
Test and go live with marketing mailings	Learn more: Check for errors, go live, and deliver the messages.