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Step-by-Step Guide: Sending a Marketing Email in Dynamics 365 Marketing for Effective Targeting

Step-by-Step Guide: Sending a Marketing Email in Dynamics 365 Marketing for Effective Targeting

Sending a Marketing email in Dynamics 365 Marketing

Sending marketing emails is a vital part of any business’s marketing strategy. It allows businesses to promote their products or services directly to their target audience. Dynamics 365 Marketing is a powerful tool that helps businesses create, execute, and measure their marketing efforts across multiple channels, including email. In this article, we will discuss how to send a marketing email in Dynamics 365 Marketing.

Step 1: Create an Email Message

The first step in sending a marketing email in Dynamics 365 Marketing is to create an email message. Dynamics 365 Marketing offers a variety of templates that you can use to create your email message. You can also create your email message from scratch. To create an email message, follow these steps:

1. Open the Dynamics 365 Marketing app.

2. Click on the “Marketing Emails” tab.

3. Click on the “New” button.

4. Select the “Email Message” option.

5. Choose the template you want to use or create your email message from scratch.

6. Customize the email message by adding text, images, and links.

7. Preview the email message to ensure that everything looks good.

Step 2: Set up the Email Sender

The next step in sending a marketing email in Dynamics 365 Marketing is to set up the email sender. The email sender is the person or entity that sends the email. You can set up the email sender by following these steps:

1. Go to the “Marketing Emails” tab.

2. Click on the email message you want to send.

3. Click on the “Send” button.

4. Click on the “Email Settings” tab.

5. Enter the name of the email sender.

6. Enter the email address of the email sender.

7. Click on the “Save” button.

Step 3: Configure the Email Recipients

The third step in sending a marketing email in Dynamics 365 Marketing is to configure the email recipients. The email recipients are the people or entities that receive the email. You can configure the email recipients by following these steps:

1. Go to the “Marketing Emails” tab.

2. Click on the email message you want to send.

3. Click on the “Send” button.

4. Click on the “Landing Pages & Forms” tab.

5. Select the landing page or form that you want to use to collect the email addresses of the recipients.

6. Customize the landing page or form as needed.

7. Preview the landing page or form to ensure that everything looks good.

8. Click on the “Save” button.

Step 4: Schedule or Send the Email

The final step in sending a marketing email in Dynamics 365 Marketing is to schedule or send the email. You can schedule or send the email by following these steps:

1. Go to the “Marketing Emails” tab.

2. Click on the email message you want to send.

3. Click on the “Send” button.

4. Select the date and time you want to schedule the email to be sent.

5. Click on the “Send” button.

Conclusion

Sending a marketing email in Dynamics 365 Marketing is a straightforward process that can help businesses reach their target audience effectively. By following the steps outlined in this article, businesses can create, execute, and measure their marketing efforts across multiple channels, including email. With the right strategy and tools, businesses can achieve their marketing goals and grow their business.

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