Categories: Dynamics Marketing
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*** 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.

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.

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From the top, click on Upload, then Upload media items.

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You can change the title, description and tags for the document, then click Upload now.

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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!

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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.

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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.

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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.

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Using the Browse library option then displays all files that have already been uploaded. One of them can then be selected.

File Download
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The button is now linked to this specific file. After changing the button text, the email is ready to go!

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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!

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Check out the latest post:
Checking User Access To Model-driven Apps (D365 CE)


I'm asking for help.
If any of my blogs or videos have ever helped you out, would you consider donating to a chartiy close to my heart? I walked in 2021, and this time kicking it up to a whole new level in 2022.
I'm going to walk 100 KM non-stop
πŸ’™ fundraising for Alzheimer's Society πŸ’™
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4 thoughts on “Adding A File Download To A Marketing Email Button

  1. What is the advantage of using this method? I’m not a fan of the Public URL it creates so I think I would sooner want to share a link to our regular file location.

    1. Hi Steve. If you already have your files stored elsewhere, and those links are available to the marketing team to find quickly then sure, no need in moving all your files. That’s not always the case, so this way you can upload the files to the marketing app and easily access those files when creating your marketing emails. I agree, if you currently store files in a structure that creates a ‘pretty-url’, then the only way to continue would be to continue with your regular file location. Preference of the organisation I guess!

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