POWEROBJECTS

718 Washington Ave. N. Suite #101
Minneapolis, MN 55401
View map and all Locations

Send us a message

Did you know you can now create visually rich email messages in Microsoft Dynamics Marketing 2015 using the graphical editor? This new feature allows you use drag and drop features to create rich email marketing content without HTML or CSS skills. Here’s how to use the graphical editor.

crm-for-marketing

When in Microsoft Dynamics Marketing 2015, click Home > Marketing Execution > Email Marketing Messages. Click the + button to create a new email marketing message.

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

Select a template to create the new email message. Select Blank email to use the graphical editor. If you have HTML and CSS experience, the option Blank Email with HTML editor will allow you to put those skills to work.

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

After clicking Submit, you’ll reach the Email Marketing Maintenance page. There are three tabs on this page:

  • Summary
  • Edit Content
  • Preview

Enter the required fields in the Summary tab, then click the Edit Content tab to go to the graphical editor.

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

The graphical editor layout is divided into two panes: the Layout Pane and Control Pane. The Layout Pane is where you’ll construct your email marketing message. The Control Pane holds the content blocks you’ll use to create your message. The Control Pane is split up into three sections: Content, Styles, and Settings.

To get started, choose a Layout in the Content Pane and drag it into the Layout Pane. I want to create a header, so I’ll use a 1 Column block. Next choose a content block from the content section and drag it into the Layout Pane. You can choose Text, Image, or HTML. For this example, I’ll choose image.

You’ll then have an option to select an image. Double click here to see images in your Media Library.

Note: To upload images into MDM, navigate from the main area to Assets & Media > Files. Upload your file into the Email Marketing folder. All files in the Email Marketing folder are available on a public content delivery network (CDN).

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

Once your image is uploaded into the message, you can customize it with an image title, additional text, and a click through hyperlink. You can also click into the Styles section to select a background color, adjust the alignment, and add borders and padding to the image.

Now that the header image is in place, you can click the backwards arrow in the Content Pane to return to the default Content Pane screen.

Next add the text. Drag 1 Column layout block to the layout pane, then drag a text block into the layout block. Click onto the block where it says “Please input your text here…” You’ll notice that the content pane changes to allow you to input and format your text. Here you can also insert a hyperlink, dynamic field, or a plugin.

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

Finally, don’t forget to click the Preview tab to check out how your email marketing message will look on a mobile device, tablet and laptop. Looks pretty good!

Design Visually Rich Emails with Microsoft Dynamics Marketing 2015

 

We hope you enjoyed our blog. Dynamics Marketing is a fantastic tool to further streamline your marketing efforts so make sure to stop by our page for more information!

 

Happy CRM’ing!

Avatar for JoeCRM

JoeCRM

Joe CRM is a CRM superhero who runs on pure Microsoft Dynamics CRM adrenaline. As the face of PowerObjects, Joe CRM’s mission is to reveal innovative ways to use Dynamics CRM and bring the application to more businesses and organizations around the world.