Customer Journey - Marketing Emails

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Posted on by izakc

Pretty new to Dynamics 365 for Marketing and wanted to clarify 2 things.

1. Is the only way to send a "marketing email" through a customer journey? We mainly just want to use this for announcements and it would be super simple, but wanted to see if I was missing something.

2. When sending an email through a customer journey, will it appear on the timeline of the contacts it is being sent to?

Any help would be greatly appreciated!

Categories:

Customer Journey Design

Marketing

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d_radulova 2 User Group Leader on at

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RE: Customer Journey - Marketing Emails

Marketing emails display OOTB under the Insights tab. No need for a custom activity.

You can view the timeline from a Customer, Email or Customer journey point of view.
Community Member on at

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RE: Customer Journey - Marketing Emails

You are correct. A marketing email can only be sent using a customer journey.

If you are using Sales Hub, you can send emails using "quick campaigns" to a marketing list.

I will add that the release roadmap has a 'quick send' feature planned for December of this year. docs.microsoft.com/.../quick-send

Marketing emails should update the contact timeline.
izakc 80 on at

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RE: Customer Journey - Marketing Emails

Hi Stephani - Thank you for your fast response!

As far as adding an activity to the timeline, do you have any additional detail? When I go to add an activity, I don't see the option to include the email. I'm hoping this is because it already puts it on there?
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Stephani on at

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RE: Customer Journey - Marketing Emails

Yes, my understanding is the only way to send a Marketing email is through a Customer Journey:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/create-simple-customer-journey

You can still send emails through marketing lists/campaigns but they are not marketing emails.

You can view emails sent to the contact by going to the contact record > Insights > Email Interactions and there is a timeline. Otherwise, I think you can add an activity in your journey to update the timeline that appears on the contact record. Hope this helps!