Breyta

Deila með


Outbound marketing user guide

Important

This article only applies to outbound marketing, which will be removed from the product on June 30, 2025. To avoid interruptions, transition to real-time journeys before this date. More information: Transition overview

Learn the basics

  • Dynamics 365 Customer Insights - Journeys overview
  • Browser and system requirements
  • Find your way around
  • Accessibility and keyboard shortcuts
  • Organize your work
  • Manage customer information
  • Import data
  • Export data
  • Best practices for email marketing
  • Tutorials

  • Create a dynamic segment
  • Create a marketing email and go live
  • Create a simple customer journey with email messaging
  • Create a landing page with a form
  • Create an interactive customer journey with conditions and signup
  • Set up automatic lead generation and scoring
  • Set up subscription lists and subscription centers
  • Generate activities from a customer journey
  • Manage images for landing pages and email messages
  • Track website visits, social media clicks, and banner clicks
  • Design marketing emails and landing pages

  • Design your digital content
  • Design elements reference
  • Upload and use images and files
  • Email marketing overview
  • Add dynamic content to email messages
  • Create and deploy marketing pages
  • Integrate with landing pages on external websites
  • Work with email, page, and form templates
  • Use custom attributes to enable designer features
  • Create marketing segments and customer journeys

  • Working with segments
  • Use customer journeys to create automated campaigns
  • Customer journey tiles reference
  • Manage, score, and qualify leads

  • Market to leads
  • Score and manage leads
  • Register contacts' engagement
  • Integrate with LinkedIn Lead Gen
  • Plan and manage events

  • Set up an event
  • Set up a webinar
  • Manage event sponsorships
  • Manage attendee logistics and accommodation
  • Set up the event website
  • Invite, register, and house event attendees
  • Follow up after the event
  • Engage with contacts online

  • Create interactive features with or without portals
  • Create and run online surveys
  • Create and deploy marketing pages
  • Integrate with LinkedIn Lead Gen
  • Gain insights

  • Analyze results to gain insights