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This article provides a checklist to get email in Dynamics 365 Customer Insights - Journeys up and running quickly.
Set up bulk mailings, manage consent and the double opt-in process
Follow these steps to set up consent preferences, configure your preference center, and create a journey to email marketing mailings to your contacts.
| Task | Related information |
|---|---|
| Define purposes and topics for consent | Set up purposes (required) and topics (optional for more granular consent) that contacts can subscribe to. Learn more: Purposes and Topics. |
| Upload your company logo as a digital asset | Resize before uploading to use in emails, forms, etc. Learn more: Upload and use images and files in online content. |
| Design your preference center | Customize your preference center to allow contacts to manage consent preferences for purposes and topics. Learn more: Preference center management and Customize your preference centers. |
| Design the main email template for your company | Learn more: Work with email, page, and form templates. |
| Design a double opt-in confirmation email and landing page | Learn more: Create an increase content confirmation request message, Create a thank you page for each type of confirmation. |
| Configure double opt-in settings | Learn more: Set up global double opt-in for new subscriptions and consent changes. |
| Prepare data migration of existing contacts | From Mailchimp, for example. Learn more: Import and email all contacts from a spreadsheet. |
| Design a customer journey for email campaigns | Create a journey to send emails to your target audience. Learn more: Create a simple customer journey with email messaging. |
| Test and go live with marketing mailings | Learn more: Check for errors, go live, and deliver the messages. |