Categories: Dynamics Marketing

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 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.

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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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12 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!

  2. I think this feature isnot available anymore, i tried it on my environnement but i can’t upload a new pdf file or add it directly to my emails.

    1. It is there nwayla, but only for Real-time Marketing emails. Is that what you were creating? Or were you in Outbound marketing?

  3. Thanks for this post, Megan. One small thing I’ll mention, which threw me for a little while, is that if you using a trial or environment that originated in India, Brazil or United Arab Emirates, you cannot use this feature. Environments/Trials that originate in those locations (even if it’s in a North American tenant, strangely), provide the image-only upload interface, which throws the file type error. This was really puzzling until I empirically confirmed it was the case. So some of your readers may be facing this. This is documented in the green tip on this page:

    1. Ouch, that is terrible! I guess it’s hard to know how long that tip has been there. I will add a note in the article to make sure people are aware and read that page. Thanks for pointing it out.

  4. I just created a trial in Europe (crm4) for my MB-220 training but the capability is not available either.

    1. Hi Robert, are you creating an Outbound email or a Real-time Marketing email? It’s there for RTM only.

  5. I am not able to add any other media type except for images in the asset library area.

    1. Hi Sagar, are you doing this in Outbound or Real-time Marketing? It’s only in Real-time Marketing.

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