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Create An Email Template

If you wish to send out repeated, or more structured Emails, it's advisable to setup an Email Template first, test it for prime-time, and then it can be re-used in future.

 

Link

To use your template in a Quick Campaign see the Email Blast via Quick Campaigns article

link to Email Blast via Quick Campaigns 115002046783

 

 

Create Your Content

  • In Outlook, create your content in an email message then SAVE AS a HTML file to desktop

 

  • Right-click this HTML file and Open With Internet Explorer 11 (the old looking icon)

 

  • In IE11 now CTRL-A to highlight all content on page and CTRL-C to copy it

 

  • In Dynamics go to MARKETING / Email Templates

Create a New Template, targeting the CONTACT entity

 

  • Give it a NAME (so you can idenitfy) and also a SUBJECT line (used for the email itself)

 

  • In the Body/Content area CTRL-V paste your text content and adjust as needed.

 

  • SAVE the Email Template now

 

Attachments

 

  • Scroll down in the Email Template window to add Files / Attachments

 

Embedded Images

If you have the need to embed images into the body of your email (for instance with a signature) then follow the below steps.

 

  • Now open IE11 again and go to your website

 

  • Right-click and COPY a logo image that is suitable

 

  • Go back to your Email Template and paste in the image for your signature

 

  • SAVE the Email Template again

 

Testing

 It's a good idea to test your new Email Template before you use it.

 

  • Open or Create a "TEST" MARKETING LIST containing a Test Contact you've created with your own personal email address. This will help you verify the results.

 

Link

To use your template in a Quick Campaign see the Email Blast via Quick Campaigns article

 

 

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