Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys
Offered By: Microsoft via Microsoft Learn
Course Description
Overview
- Module 1: Learn about managing assets and content settings in Dynamics 365 Marketing.
- Upload images to the file library and use images in marketing content.
- Use content block elements in marketing content.
- Review, update, and create content settings.
- Module 2: This module covers the basics of customers and accounts as well as account-based marketing. It finishes with how leads work with your marketing initiatives.
- Manage contacts, accounts, and leads.
- Learn about account-based marketing and scoring.
- Qualify leads.
- Module 3: Learn how to manage forms and pages in Dynamics 365 Marketing.
- Create a marketing form and then define needs, design a form, and make edits to a live form.
- Add forms to Dynamics 365 Marketing pages and externally hosted pages.
- Create form captures and form templates.
- Complete step-by-step instructions to create a marketing form and marketing page.
- Module 4: In this module, you will create a customer journey and work with templates, segments, and A/B testing.
- Create a marketing email.
- Run A/B testing.
- Create a customer journey.
- Generate dynamic behavioral segments from customer journey results.
- Create a customer journey template.
- Module 5: Do you use real-time marketing? If so, this module will help you learn how to manage content, event triggers, and journeys in real-time marketing.
- Create emails, push notifications, and text messages.
- Work with real-time triggers.
- Work with segments.
- Create a journey.
- Module 6: Learn about managing subscription centers and double opt-in in Dynamics 365 Marketing.
- Create a subscription list.
- Create a subscription center form.
- Create a subscription center marketing page.
- Identify a subscription center in content settings.
- Assign content settings in customer journeys.
- Module 7: Learn about managing website visits, redirect URLs, and social postings in Dynamics 365 Marketing.
- Monitor website visits.
- Track visitors to your marketing pages.
- Create redirect URLs.
- Schedule and post messages on social media.
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
In this module, you will:
Syllabus
- Module 1: Manage assets and content settings in Dynamics 365 Marketing
- Introduction
- Upload images
- Manage keywords
- Create reusable content blocks
- Configure content settings
- Check your knowledge
- Summary
- Module 2: Manage customers in Dynamics 365 Marketing
- Introduction
- Manage contacts
- Manage accounts
- Account-based marketing
- Manage leads
- Score and qualify leads
- Check your knowledge
- Summary
- Module 3: Manage forms and pages in Dynamics 365 Marketing
- Introduction
- Create a marketing form
- Add a form to a Marketing page
- Embed forms on external websites
- Create a marketing form template
- Create a marketing page
- Set up marketing page personalization
- Create a marketing page template
- Exercise - Create a marketing form and marketing page
- Check your knowledge
- Summary
- Module 4: Manage emails, segments, and journeys in Dynamics 365 Marketing
- Introduction
- Create a marketing email
- Deliver a marketing email with send now
- A/B testing for email marketing
- Create an email template
- Create and manage segments
- Use segments from Dynamics 365 Customer Insights
- Create a customer journey
- Run A/B testing from a customer journey
- Generate dynamic behavioral segments from customer journey results
- Create a customer journey template
- Exercise - Create a customer journey
- Check your knowledge
- Summary
- Module 5: Manage content, event triggers, and journeys in real-time marketing with Dynamics 365 Marketing
- Introduction
- Asset library
- Create marketing emails
- Create push notifications
- Create outbound text messages
- Work with real-time event triggers
- Work with segments in real-time marketing
- Create a journey in real-time marketing
- Check your knowledge
- Summary
- Module 6: Manage subscription centers and double opt-in in Dynamics 365 Marketing
- Introduction
- Manage subscription centers
- Set up global double opt-in
- Set up double opt-in on a per-form basis
- Check your knowledge
- Summary
- Module 7: Manage website visits, redirect URLs, and social postings in Dynamics 365 Marketing
- Introduction
- Monitor website visits and link clicks
- Marketing on social media
- Check your knowledge
- Summary
Tags
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