*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***
I’ve got a quick blog post here, easy to follow and implement, but makes things a whole lot simpler when trying to share files with your Contacts using D365 Marketing. Let’s look at how you can upload a file, then add a button to your Marketing Email and link it back to the document as a file download.
UPDATE: Reader Natval (see comments) raised that you need to install the Asset Library first. At the time when this post was written, if you already had an existing environment with D365 Marketing, the asset library was already there, no need to install for Real-time Marketing. Now, you have to actively install it and THEN can use this feature to add a file download. Details on installing (or even removing) can be found here: Install the asset library add-on (Dynamics 365 Marketing) | Microsoft Learn – Thanks Natval!
UPDATE: Reader Owen Scott (see comments) pointed out that files for regions Brazil, India, and United Arab Emirates are handled differently in terms of storage. Please review this page and the green tip section at the top for more information if you work in any of those regions: Real-time marketing asset library (Dynamics 365 Marketing) | Microsoft Docs
First things first, where do the files actually go? Although you don’t have to upload the file first, it’s a good starting point. Make sure you are in the Real-time marketing area, then go in to the Library section under the Assets area.
From the top, click on Upload, then Upload media items.
You can change the title, description and tags for the document, then click Upload now.
Once you’ve uploaded your document, you will notice it gets a public URL, making it accessible to anyone who has access to the internet. Great!
Now set up your marketing email. A common use case where a document needs to be shared would be any time a marketing form is filled out requesting access to a white paper or case study. So make sure you add a button to your email.
Click on the button then go to the panel on the right side to edit it. We can simply set the link to option as File download.
You now have a section where you can choose a file. Clicking on this area then displays an option to either browse the library or upload to the library.
Using the Browse library option then displays all files that have already been uploaded. One of them can then be selected.
The button is now linked to this specific file. After changing the button text, the email is ready to go!
Now when someone fills out the form requesting your content, you can use a customer journey to make sure the Contact is sent this email and can get access to the document or file you are sharing. Easy!
Check out the latest post:
Internal Notification Emails For Event Forms In Realtime Marketing
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