Create Customer Insights - Journeys emails

The Customer Insights - Journeys email editor shares its look and feel with the outbound marketing email editor. Like the outbound marketing email editor, the Customer Insights - Journeys editor lets you create personalized emails to capture your customers' attention.

Learn more about creating email in Dynamics 365 Customer Insights - Journeys in Create a new email and design its content.

Features unique to the Customer Insights - Journeys email editor

In addition to the standard email editor features, the Customer Insights - Journeys email editor includes unique personalization capabilities and AI-driven image suggestions.

Powerful email personalization

The Customer Insights - Journeys email editor has a new assist edit control to bind personalized data. Use personalized data to dynamically populate information that is unique to each email recipient.

Add personalized data to a Customer Insights - Journeys email

1. Add a text field to create a placeholder, then select the Personalization button in the toolbar.
2. Select Select a data field to choose a data source. The data source can be based on an Audience, a Trigger, or Compliance.
3. After choosing the data source, you can search for the specific attribute or trigger you're looking for.
4. Add a Label to quickly identify the dynamic text in the message content.
5. The content designer highlights personalized dynamic text.
6. See and edit all dynamic text in the Personalize tab in the Toolbox.

Link to documents and videos stored in the asset library

Add feature-rich links to emails by directly linking to documents stored in the asset library. To link to a document or video:

1. Add text, a button, or an image to a Customer Insights - Journeys email.
2. In the button or image editing pane (or in the text link dialog), select the Link to dropdown, and then select File download.
3. To link to a document in the image library, select Choose a file, then select Browse library, and choose the file.
4. Alternatively, you can upload a new file to link to by selecting Upload to library.

Working with image versions in emails

When you upload images to the asset library, each image is assigned a unique identifier along with a ts (timestamp) element. This timestamp indicates a specific version of the image. For example, an image URL might look like this:

https://assets-eur.mkt.dynamics.com/xxxxxxxxxxx/digitalassets/images/ffa161c6-d5f5-ef11-be1f-7c1e52775df0?ts=638796358277348175

When a new version of the image is uploaded, the image identifier remains the same, but the ts element changes.

Adding images to emails

By default, the email adds a specific version of the image because it contains a unique ?ts element. If you always want the latest version of the image to show, remove the ?ts element in the HTML version of the email or use the Insert from URL option and exclude the ?ts= part as shown below:

https://assets-eur.mkt.dynamics.com/xxxxxxxxxxx/digitalassets/images/ffa161c6-d5f5-ef11-be1f-7c1e52775df0

Link to surveys, events, marketing pages, Microsoft Teams events, or calendar items

Using text, images, or buttons in the Customer Insights - Journeys email editor, you can link to surveys, events, or marketing pages. You can also create text, button, or image links that allow recipients to join a Microsoft Teams event or that create a new calendar item.

The Link to dropdown allows the following options for Teams check-ins and calendar items:

• Teams check-in: Select a specific Teams event or session that your button or image should link to.
• Add to Calendar: Link to an iCalendar file. Choose the information you want to include in the iCalendar file using the What should be added to calendar dropdown. The options include:
  • Only the event: The iCalendar file contains only the event the contact has registered for.
  • Event and sessions registered: The file contains information for the event and the sessions the contact has registered for.
  • Only sessions registered: The file contains only the event sessions the contact has registered for.

Select a compliance profile, purpose, and topic for the message

Within the compliance section of the email settings, you need to choose a compliance profile and purpose for the email. This ensures that consent checks are performed as required by the compliance profile and purpose's enforcement model. Optionally, you can choose a topic for the email, which allows you to collect more granular consent data to enable your customers to receive exactly the communications they want. Learn more: Learn more: Manage consent for email and text messages in Customer Insights - Journeys

Preview and test send your email

Before sending emails to many recipients, test the email with sample audience members to ensure the content, layout, and design display correctly. This can be easily accomplished using the Preview and Test tab in the email designer tool. In the Preview and Test tab, you can select a sample audience member's (for example, a contact or lead) record trigger data or other personalization data and preview the exact content that will be delivered to that recipient. The preview includes dynamically generated content based on the selected audience member data, providing a realistic preview of what the recipient will see.

To preview content for a specific audience member:

1. In the email designer, go to the Preview and test tab and select Edit sample data.
2. In the Audience data side pane, select a sample audience member.
3. To verify that default values for all dynamic text are set up correctly, don't select any audience member record. The preview will show the default values.

To preview personalized content sourced from a trigger, follow the steps above and select or enter the trigger data. Below is an example where the email will be sent when the business trigger “Incident is created” is raised and will include the incident number and title (data that comes from the trigger).

Send the preview email to yourself or another test email address to verify how it renders on different devices and email apps. Preview emails automatically include “[Test]” in the subject header.

See also

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