Categories: Dynamics Marketing
*** NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING ***

Content blocks are not new in Dynamics 365 Marketing, and I’ve covered them before when it comes to Outbound Marketing. However, they are only very recently now available to create and use in Real-time marketing. Content blocks give you the ability to create little building blocks or sections that can easily be added to an email or an email template. This provides the ability to keep sections uniform and fully branded without the need for each marketer to create from scratch every single time. In this post I’ll walk through how to create and then use content blocks in Real-time Marketing. Also, this uses the latest version 1.85.2012.0 that has some enhanced functionality for Content Blocks too!

From the Real-time Marketing section of the Marketing App, click on the Content blocks area. Then click on the New option from the top of the Content blocks overview.

Click to view in detail

After giving the content block a name, we can then start creating it in the same way as when we create an email or email template. Add your elements by dragging and dropping on to the canvas area.

Click to view in detail

We can set up columns in a section, then add in text, images, buttons or dividers. The great thing about storing all of this in a block is consistency. Take for example the social media block below. The images will be set to the desired width and height, and the URL links will be accurate. There is no need for a marketer to do this every single time.

Click to view in detail

After the content has been set up, the block can be set to be protected. This means that after dragging the block on to an email or email template, the elements cannot be changed. Tags can also be applied which can then be used for filtering later on when looking for the right blocks in an email.

Click to view in detail

Once the content block is complete, it can be marked as Ready to send. This means it is then available to be found and used in emails and email templates.

Click to view in detail

Another logical block to set up would be one with copyright and address information. Make it easy for your users to just drag the information on to their emails. One item that should be on your emails is your companies physical address. To make this dynamic so a user never needs to type out the address, click where you want to put the address in the content block, and then click on Personalisation. When the drop down opens, click on New dynamic text from the bottom.

Click to view in detail

Then click on the Compliance option and then Company address.

Click to view in detail

We can then see the CompanyAddress personalisation tag that will pull from the Company address value on the related Compliance record. More on where this will pull from later on in this post.

Click to view in detail

We can also add in a block that will hold details for an email recipient to know where to click to update their preferences. For this, we can highlight a block of text, then click on the link button to make this a hyperlink to the related preference center.

Click to view in detail

Again, this is mapped to the Preference center field on the related compliance center record.

Click to view in detail

When an email is created, there is a Compliance field that can be set. This is a look up back to the Compliance settings table.

Click to view in detail

Based on the compliance record chosen, this will determine what will be pulled in dynamically for the Company address field, which will pull from this section below. The Preference Center link will take the email recipient to the link tied to the compliance settings record. This could be the default preference page, a subscription center page, or an external link depending on the type of compliance settings record selected.

Click to view in detail

Now users can create email templates or emails, and simply drag content blocks over to the canvas. Protected content blocks will show a lock icon that is closed. Unprotected will show the lock icon as open. You will also see any tags that have been linked to the Content block.

Click to view in detail

We can also use the filter icon and then click in the Tags box and get a drop down of all the Tags available to then use as filters.

Click to view in detail

This makes it much easier to find the content blocks we are looking for! The blocks can then be dragged directly on to the email and dropped in to the right place.

Click to view in detail

It makes building the email or email template really fast by simply dragging the blocks across.

Click to view in detail

If you need to make changes to the blocks, note that it will not go and adjust the block in any emails or email templates you’ve added it to. The content block will also show where it has been used, in emails and also in email templates. This makes it a little easier to go and adjust those assets by deleting and re-adding the content block if required.

Click to view in detail


Check out the latest post:
Using An Unmapped Form Field To Capture The Referral URL In D365 Marketing


This is just 1 of 363 articles. You can browse through all of them by going to the main blog page, or navigate through different categories to find more content you are interested in. You can also subscribe and get new blog posts emailed to you directly.


Leave a Reply

Your email address will not be published. Required fields are marked *