Add dynamic content to email messages

Dynamic content gets resolved just before a message is sent to a specific individual. You'll typically use dynamic content to merge information from the recipient's contact record (such as first and last name), to place special links, and to place information and links from the content settings. If you're comfortable working in code, you can also create custom logic that includes conditional statements, for-each loops, and more. You can use dynamic content anywhere in your message body and can also use a few types of dynamic values in the message header fields (subject, from address, and from name).

Use content settings to set up repositories of standard and required values for email messages

Content settings are sets of standard and required values that are available for use in marketing email messages. Each includes a subscription-center link, a forward-to-a-friend link, social-media links, your postal address, and other information that can be placed into the message as dynamic values by using the personalization feature.

Dynamics 365 Customer Insights - Journeys is delivered with a single default content-settings record, which is preconfigured to use the default subscription center (also included out of the box). You can customize this record as needed, and you can also create additional records. You'll set up each customer journey to use a specific content-settings record, which means that all messages sent by that journey will use the same record. However, each journey can use a different record, which means that you can use an identical marketing-email design in two or more customer journeys, each specifying a different content-settings record. If you have more than one content-settings record, exactly one of them will be the default and will be applied automatically to each new customer journey that you create.

The values for content settings are first evaluated at send time, which means that you can edit a content-settings record at any time, and all pending and future email messages will automatically use the latest values.

Each content-settings record that you use must be available to the external marketing services, which manage email assembly and delivery. Therefore, you must publish your content-settings records by choosing Go Live whenever you create a new one.

To view, edit, or create a content-settings record:

1. Go to Outbound marketing > Marketing templates > Content Settings.

2. A standard list page opens where you can view, sort, search, and filter the list to find a specific record and use buttons on the command bar to add or remove a record. Select a record to open it for editing or select New on the command bar to create a new one.

3. The Content Settings form opens. If you're editing a record that is already live, you must choose Edit in the command bar before you can edit it. If you're creating a new one, you can just start filling in the fields.

   

4. Make the following settings, as needed:

   • Name: Enter a name for the customer-settings record. This is the name shown when you're assigning content settings to a customer journey or email-message preview.
   • Owner: Shows the Dynamics 365 Customer Insights - Journeys user who created the record.
   • Address main: Enter the main part of your organization's postal address. All marketing email messages must include a valid main address taken from a content-settings record. Select the button to use personalization to enter an expression that references a field from an existing record (such as an address field from a specific account record).
   • Address line 2: Enter supplemental postal address information (if needed). Select the button to use personalization to enter an expression that references a field from an existing record (such as an address field from a specific account record).
   • Default: Set to Yes to make the current content-settings record the default for all new customer journeys. There must always be exactly one default; if you change the default, the existing default will automatically be changed to No.
   • Default for owning business unit: This setting is only available when business unit scoping is enabled. Set this to Yes to make the current content-settings record the default for all new customer journeys within the business unit. There must always be exactly one default content setting for the business unit scope; if you change the default, the existing default will automatically be changed to No.
   • LinkedIn URL, Twitter URL, Facebook URL, Instagram URL, YouTube URL, and Google Plus URL: For each of these social-media services, enter the URL for the landing page for your organization.
   • Subscription center: Specify an existing marketing page that is set up as a subscription center. All marketing email messages must include a valid subscription-center link taken from a content-settings record. Select the button to use personalization to enter an expression that references the Full page URL field for the specific page you want to use. The resulting expression looks something like this (where the GUID varies based on the record you choose using personalization):
     {{msdyncrm_marketingpage(3343053c-8daf-e911-a85e-000d3a3155d5).msdyncrm_full_page_url}}
   • Forward to a friend: Specify an existing marketing page that is record up as a forward-to-a-friend page. Select the button to choose from a list of available pages. Select the button to use personalization to enter an expression that references the Full page URL field for the specific page you want to use. The resulting expression looks something like this (where the GUID varies based on the record you choose using personalization):
     {{msdyncrm_marketingpage(36458a9e-72af-e911-a859-000d3a3159df).msdyncrm_full_page_url}}

5. Select Save in the bottom-right corner of the window to save your settings.

6. If you're editing a content-settings record that was already live, then the record is republished automatically when you save it. If you're creating a new record, then select Go live on the command bar to publish it to the marketing services so you can start using it.

Use personalization to place dynamic field values

Personalization helps you construct valid dynamic expressions to position field values from recipient contact records, the message content settings, and other database values. This button is provided on the text formatting toolbar whenever you select a text element in the graphical designer. The button is also provided for some settings fields, such as the subject, from-address, and from-name fields.

Use personalization to place a dynamic expression

To use personalization:

1. Position your cursor in the field or text element where you want to insert the dynamic text, and then select the Personalization button . The personalization dialog opens.

   

2. Do one of the following:

   • Select Dynamic content to place a value that can change based on the context where you use the message, and then choose one of the following from the drop-down list here:
     • Contact: Places a field value, such as a first name, from the recipient's contact record. These values vary by recipient.
     • ContentSettings: Places a field value from the content settings. Values such as a subscription center URL, forwarding URL, and the sender postal address are available here. These values can vary according to the customer journey where the message is used.
     • FormDoiSubmission: Places a dynamic field for form double opt-in. This field doesn't require a relationship value, as discussed below.
     • Message: Places values that relate to the message itself; currently, this includes the open-as-webpage URL and the various dynamic values used in double opt-in emails.
   • Select Static content to place a fixed value from a specific record (such as the name of an upcoming event). This value is the same regardless of where you use the message or who receives it. Then make the following settings to identify the entity and record that contains the value you need:
     • Select an option (top combo box): Select the entity (such as event or account). To search for an entity, place your cursor in this box and start to type its name until the entity you want is shown.
     • Choose a record (bottom drop-down list): Select the specific record by name. This list shows all records from your selected entity. As with the entity, you can also search here.

3. Now you must identify the specific field you want to place. Do one of the following:

   • Select Related entity to find a field from an entity that is related to the one you picked on the previous page. Then make the following settings to identify the relation and the field you want to show:
     • Select relationship: The relationship defines which second entity you want to hop to, and the path you'll take to get there. To search for a relationship, place your cursor in this box and start to type its name until the relationship you want is shown, and then select it. For more information about how to understand the way relationships are represented here, see the next section.
     • Select field: Choose the field name you want to show. As with the relationship, you can also search here. This drop-down list is only available if you've chosen an N:1 relationship.

4. At the bottom of the dialog, you now see the final expression. Select Insert to place that expression.

   

How personalization presents database relationships

When you're selecting a relationship in personalization, the options are displayed using one of the following naming conventions:

• FieldName (PrimaryEntity) -> SecondaryEntity
  When the primary entity is in parentheses and shows a field name, it’s a many-to-one (N:1) relation that leads to a single record from the secondary entity. You should therefore usually use the second drop-down list to choose a field from the secondary entity to display with your expression.
• PrimaryEntity -> FieldName (SecondaryEntity)
  When the secondary entity is in parentheses and shows a field name, it’s a one-to-many (1:N) relation that can lead to multiple records from the secondary entity. You therefore can’t choose a field (the second drop-down list is disabled) and must instead use this relation as part of a for/each loop to display values from each available related record.
• PrimaryEntity -> SecondaryEntity
  When neither entity is in parentheses, it’s a many-to-many (N:N) relation, which can connect multiple records in both directions. You therefore can’t choose a field (the second drop-down list is disabled) and you can't use this relationship for personalization. This is because the relationship is maintained by an intermediate entity, and you can only traverse to the intermediate entity from the primary entity.

Where:

• PrimaryEntity is an entity at the starting side of the relationship. It's always shown on the left side of the arrow. This is the entity you chose on the previous page of the personalization dialog. For example, a Contact (primary entity) can be related to an Account (secondary entity) through the contact's Company Name field (field name); this would be shown as: Company Name (Contact) -> Account.
• FieldName is always shown next to an entity name (which is in parenthesis). This is the name of the field through which the relation is established. The named field belongs to the entity in parenthesis, and displays a value from the entity of the other side of the arrow (but actually contains the ID of the related record that value is drawn from). In some cases, you'll notice a relationship between the same two entities, each of which flows through a different field.
• SecondaryEntity is the destination of the relationship. It's always shown on the right side of the arrow. The value(s) that you display with your final expression will come from a field belonging to the secondary entity.

Here are a few examples:

• Company Name (Contact) -> Account: This relationship is used by the Contact entity to display information from the Account entity in a contact record's Company Name field. In other words, it links to the company (account) that the contact works for.
• Managing Partner (Contact) -> Account: This relationship is used by the Contact entity to display information from the Account entity in a contact record's Managing Partner field. In other words, it links to the company (account) that is the managing partner for a contact.
• Contact -> Primary contact (Account): This relationship is used by the Account entity to display information from the Contact entity in an account record's Primary Contact field. In other words, it finds all of the accounts where the current contact is assigned as the primary contact.
• Contact -> Contact (Event Registration): This relationship is used by the Event Registration entity to display information from the Contact entity in an event-registration record's Contact field. In other words, it finds all of the event registrations made by (or for) the current contact.

Expressions created by personalization

Personalization creates an expression that uses a format such as the following:

• {{EntityName.FieldName}}
• {{EntityName(RecordID).FieldName}}
• {{EntityName.RelationshipName.FieldName}}
• {{EntityName(RecordID).RelationshipName.FieldName}}

Note that the notation used for relationship names in the resulting expressions doesn't match the way they're represented in the personalization dialog. Here are some examples of resulting expressions:

• {{contact.firstname}}
  Places the recipient's first name.
• {{msdyncrm_marketingpage(3343053c-8daf-e911-a85e-000d3a3155d5).msdyncrm_full_page_url}}
  Places the value of the msdyncrm_full_page_url field from the marketing page record specified by the GUID in parenthesis. You might typically use an expression of this form in a content settings record to specify a subscription center or forward-to-a-friend page.
• {{msdyncrm_contentsettings.msdyncrm_subscriptioncenter}}
  Places the URL for the subscription center page identified in the content settings configured for the customer journey that sends the message.
• {{msdyncrm_contentsettings.msdyncrm_forwardtoafriend}}
  Places the URL to the forwarding page identified in the content settings configured for the customer journey that sends the message.
• {{Message.ViewAsWebpageURL}}
  Places the URL for opening the current message in a web browser.
• {{msevtmgt_event(8a519395-856c-4e22-b560-650ce6d6a79d).msevtmgt_webinarurl}}
  Places the webinar URL for the event identified by the specified event ID (in parentheses).
• {{msdyn_survey(39128da2-c968-4627-9595-f030b6571be4).msdyn_name}}
  Places the name of the survey identified by the specified survey ID (in parentheses).
• {{contact.contact_account_parentcustomerid.name}}
  This expression finds the name of the account for the company where a contact works.
• {{contact.contact_account_msa_managingpartnerid.name}}
  This expression finds the name of the managing partner for the account for the company where a contact works.

Once you have an expression that works, you can copy and paste it anywhere. You don't have to use personalization every time.

Dynamic values in To, From-name, From-address, and Reply-to fields

On the Summary tab of the Marketing Email form, you can make various non-content-related settings for your message in the Sender and receiver section. This includes values and expressions for establishing the to, from-name, from-address, and reply-to values the message will use.

One typical way to take advantage of this feature is to set the From name and From address to the owner of the contact record. Then, by assigning the owner of each contact record to the salesperson managing that contact, recipients will receive marketing emails that show a from address of somebody they may know, which can greatly increase open rates. Here's how:

1. If your Customer Insights - Journeys instance isn't already set up to sync the User (systemuser) entity with the marketing-insights service, talk to your admin about setting this up. If you're the admin, then see Choose entities to sync with the marketing-insights service for instructions.
2. Open your email message and go to the Summary tab.
3. Delete the contents of the From name field and then select the Personalization button next to this field.
4. On the first page of the personalization dialog, select Contextual and set it to Contact. Then select Next.
5. On the second page of the personalization dialog, select Related entity and then:
   • Set the top drop-down list (relationship) to Owning User (Contact) -> User.
   • Set the bottom drop-down list (field) to Full name.
6. Select OK to place the expression, which should be: {{contact.contact_systemuser_owninguser.fullname}}.
7. Delete the contents of the From address field and then select the Personalization button next to this field.
8. On the first page of the personalization dialog, select Contextual and set it to Contact. Then select Next.
9. On the second page of the personalization dialog, select Related entity and then:
   • Set the top drop-down list (relationship) to Owning User (Contact) -> User.
   • Set the bottom drop-down list (field) to Primary email.
10. Select OK to place the expression, which should be: {{contact.contact_systemuser_owninguser.internalemailaddress}}.

You can use similar techniques to place the owning user's name or email address anywhere in the message content. You could do this using personalization, or copy/paste the handlebar expressions, or even type the handlebar expressions manually.

Use dynamic values to choose an image source or link

You can use a dynamic expression to define the source URL for image elements. To do so, select the image element, go to its Properties panel and then select the Personalization button next to the Source field to place dynamic text as part of the URL. You'll typically mix this with static text to assemble a complete URL. For example, you could include the recipient's contact ID or company name to select an image that is relevant for each individual recipient.

You can likewise use personalization to help construct a dynamic expression for setting a Link destination for the image.

Find record IDs

Non-contextual field expressions (which use the form {{EntityName(RecordID).FieldName}}) require a record ID to identify the specific record the value must come from. Usually, personalization helps you find these IDs, but sometimes you might need to find an ID manually while you're designing dynamic features for a message. To find the ID for any record:

1. Open the record you want to reference.
2. Look at the URL shown in your browser's address bar, which should show a URL such as:
   https://<MyOrg>.crm.dynamics.com/main.aspx?appid=c8cba597-4754-e811-a859-000d3a1be1a3&pagetype=entityrecord&etn=msevtmgt_event&id=5acc43d5-356e-e811-a960-000d3a1cae35
3. Find the part of the URL that starts with &id=, which is followed by the ID number of your current record. Copy that number (the value only) and use it in your expression.

Advanced dynamic content

You can add advanced logical processing to your email designs, which can make the content even more responsive to recipients, demographics, and context. This type of customization requires you to have a basic understanding of scripting and programming.

As you've seen in previous examples, dynamic content is surrounded by double braces ( {{ and }} ). This includes both standard field values that you add using the personalization feature, and the more advanced programming constructs described in this section.

Conditional statements and comparisons

Conditional (if-then-else) statements display content depending on whether one or more conditional expressions resolve to true or false. You can add the code required to create these statements by placing it within a text element, or by placing custom-code elements in between the other design elements. More information: How to enter advanced dynamic content in the designer

Conditional statements take the following form:

{{#if (<operator> <value1> <value2>)}}
   Content displayed when the expression is true
{{else if (<operator> <value1> <value2>)}}
   Content displayed when the first expression is false and the second one is true
.
.
.
{{else}}
   Content displayed when all expressions are false
{{/if}}

Where:

• The conditional block must always open with {{#if … }}.
• Conditional expressions must be contained in parentheses.
• Conditional expressions start with an <operator>, which must be one of the values listed in the following table. It establishes how the first value is to be compared to the second value.
• <value1> and <value2> are values to be compared by the conditional expression, and each can be either dynamic or constant values. If either <value1> or <value2> is a constant string value (not a number or expression), then it must be surrounded with single quotes ('); for real numbers, use a period (.) as a decimal delineator.
• If <value1> is a Boolean field (also known as a two options field in Dynamics 365), then don't include an <operator>, <value2>, or the parentheses. Boolean fields always have a value of either true or false, so you should just use them directly to establish the condition, such as: {{#if contact.is_vip}}.
• {{else}} and {{else if … }} clauses are optional.
• The conditional block must always close with {{/if}}.

The following table lists all the operators that you can use in your conditional expressions. Other operators aren't currently available, nor can you use complex Boolean expressions (such as with AND or OR operators) in your conditional expressions.

For example, this conditional statement could be used to establish the language used in a message salutation based on the country of each message recipient:

<p>{{#if (eq contact.address1_country 'Denmark')}}
    Hej
{{else if (eq contact.address1_country 'US')}}
    Hi
{{/if}} {{contact.firstname}}!</p>

Here's an example of a conditional statement based on a Boolean (two options) field called is_vip; note that because Boolean fields always return a value of true or false, no operator, comparison value, or parentheses are included in the condition:

<!-- {{#if contact.is_vip}} -->
    <h3>Be sure to show your VIP card to receive a 20% discount!</h3>
<!-- {{/if}} -->

{{#if (eq contact.lastname '')}}

{{#if A and B}}<DisplayedContent>{{/if}

{{#if A}}{{#if B}}<DisplayedContent>{{/if}}{{/if}}

{{#if A or B}}<DisplayedContent>{{/if}

{{#if A}}<DisplayedContent>{{/if}} {{#if B}}<DisplayedContent>{{/if}}

{{#if (eq contact.customertypecode 2)}}

{{#if (eq contact.customernumber 1932333)}}

For-each loops

For-each loops let you step through a collection of records that are related to a specific current record—for example, to provide a list of all the recent transactions associated with a given contact. You can add the code required to create these statements by placing it within a text element, or by placing custom-code elements in between the other design elements. More information: How to enter advanced dynamic content in the designer

For-each loops take the following form:

{{#each Entity.RelationshipName }}
   ...
   {{this.RelatedField1}}
   ...
   {{this.RelatedField2}}
   ...
{{/each}}

Where:

• The loop block must always open with {{#each … }}.
• Entity.RelationshipName identifies the set of related records that the loop will iterate over.
• The loop starts with the first available related record, and repeats for each available related record until all related records have been listed. Note that the related records will be returned in an arbitrary and unpredictable order.
• {{this.RelatedField<n>}} identifies a field name from the related record. The "this" part of this expression refers to the related record being processed in the current loop iteration, and must be followed by a valid field name for the related entity. You can include any number of fields in each loop.
• The loop block must always close with {{/each}}.

For example, your database could include a list of products that a contact has ordered. You could list these in an email message using code such as:

<p>You have purchased:</p>
<ul>
<!-- {{#each contact.contact_product_productid}} -->
<li>{{this.name}}</li>
<!-- {{/each}} -->
</ul>

In this example, the Dynamics 365 Customer Insights - Journeys system has been customized to include a custom entity called product, which is set up with a 1:N relationship between the contact and product entities on the productid field. For the product entity to be available to your email messages, it must also be synced with the marketing-insights service (as usual).

{{#each Entity.RelationshipOnEntity}} 
    ... 
    {{#each this.RelationshipOnRelatedEntity}}
        ...
    {{/each}}
    ... 
{{/each}}

How to enter advanced dynamic content in the designer

You must be careful when entering advanced dynamic code in the designer because there are many, sometimes unexpected, ways to get it wrong, which will break your code. Here are some tips for how to enter and test your code:

• Use custom-code elements to place code snippets between design elements on the Designer tab. This is much more visible and reliable than placing the code directly into the HTML using the HTML tab. However, you might also use dynamic code within a text element, in which case you'll probably need to clean up that code on the HTML tab, as mentioned later in this list. (When working in the full-page editor, select on a custom-code element to edit its content.)
  
• When you enter code into a text element on the Designer tab, any extra spaces and carriage returns that you add will create  and <p> tags in your code, which can break it. Always go to the HTML tab afterwards, where you'll see all of these extra tags, and be sure to remove them.
• When you enter code into a text element, all of your dynamic-content code must either be contained within a set of start and end tags (such as <p> and </p>) or within an HTML comment (for code that is entirely separate from displayed text). Don't place code outside of comments or valid HTML tag pairs (or custom-code elements), as that will confuse the editor (especially if you switch between the HTML and Design tabs). You must work on the HTML tab inspect and correct the HTML within your text elements.
• Don't place carriage returns between code elements that are part of the same expression (such as in a for-each loop) unless you enclose each line within its own set of HTML tags (as illustrated in the for-each loop example given after this list).
• The personalization feature is often helpful for constructing expressions that fetch values from your database because it helps you find database table, field, and relation names. This tool is available when working within a text element on the Designer tab, and when entering values is certain fields that support it (like the email subject). Personalization isn't available when working on the HTML tab or within a custom code element, so you can instead start by using personalization in any text element, and then cut/paste the resulting expression into your custom-code element or HTML.
• The relationship name that you use when creating loops or placing lookup values must match the one used in the marketing-insights service. This relationship name isn't necessarily the same as the one used to customize Dynamics 365. To find the correct relationship name, use the personalization feature.

For example, you could set up the salutation line of an email message by entering the following onto the HTML tab of the designer (either inside or outside of a text element):

<p>{{#if (eq contact.address1_country 'Denmark')}}Hej{{else if (eq contact.address1_country 'US')}}Hi{{/if}}{{contact.firstname}}!</p>

The following example (also shown previously) shows how to use comments to enclose code that exists entirely outside of displayed content (also on the HTML tab):

<p>You have purchased:</p>
<ul>
<!-- {{#each contact.contact_product_productid}} -->
<li>{{this.name}}</li>
<!-- {{/each}} -->
</ul>