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Work with outbound marketing features in Dynamics 365 Customer Insights - Journeys

Microsoft via Microsoft Learn

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Overview

Module 1: Learn about managing assets and content settings in Dynamics 365 Marketing.

In this module, you will:

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.

In this module, you will:

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.

In this module, you will:

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.

In this module, you will:

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.

In this module, you will:

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.

In this module, you will:

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.

In this module, you will:

Monitor website visits.
Track visitors to your marketing pages.
Create redirect URLs.
Schedule and post messages on social media.

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

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