Use Marketing Email Templates in a workflow / action

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Posted on by Jai Hashwani

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Hi There,

I have a quick question regarding Email Templates in Dynamics Marketing Module.

I am sure everyone is aware that the OOTB Email Template have very limited functionality especially, around pulling up the dynamic values, environment variable / global settings etc. I was exploring the Marketing app and I noticed that in addition to marketing capabilities, it allows user to pull up data dynamically into email. I was wondering, If someone has tried to use the marketing email templates in the workflow engine (like we use the email templates?) if not, then anyone has used marketing email engine for non-marketing emails?

Any feedback is highly appreciated.

Thanks

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Clofly 260 on at

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Hi Jahangir,

Marketing Email Template is template for marketing email only.

In Dynamics Marketing app, marketing email can be only sent from user interface(via customer journey), it is not supported to insert Marketing Email Template to workflow.

Would you like to send graphically rich activity email to contact via workflow?

If so, there is a workaround:

1. Open marketing email template and copy its HTML output.

2. Save the output HTML as a local html file, format the code and modify elements with Visual Studio Code.

3. Create a flow to send email, in the email sending action, edit the email in code mode, embed the code of step 2 as email body.

Test

The original marketing email template

Message in mailbox

You can just put dynamic contents/variables to the email body.

Regards,

Clofly

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Jai Hashwani 120 on at

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Thanks Clofly for the reply. However, the idea here is to giving users a ability to change the content whenever they feel comfortable instead of depending on a developer. I am aware of the approach you have mentioned above. Thanks though, appreciate your reply.

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cloflyMao 25,210 on at

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Hi Jahangir,

Ok, thanks for sharing the reason.

Feel free to discuss further if you still have any doubt.

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