Course Information


Upon completing this one-day course you will have learnt how to:

• Define market segments

  • Design profile-based dynamic segments
  • Use the explore view
  • Design interaction-based dynamic segments
  • Define a static segment
  • Combine segments into a compound segment

• Work with customer journeys

  • Create automated campaigns with customer journeys
  • Create and manage customer journey templates
  • Create an inbound customer journey
  • Use Customer journey tiles

• Manage, score and qualify leads


  • Creating marketing segments that organise contacts from your database into logical groups that match your marketing strategies.
  • Creating a marketing email that meets all legal and deliverability requirements and can deliver personalised messages to contacts.
  • Creating a simple customer journey that sends a marketing email to all members of a segment and records interactions such as message opens and link clicks.
  • Creating a landing page with a form that collects information from new and existing contacts and stores it directly in Dynamics 365 for Customer Engagement.
  • Creating an automated customer journey that combines email messaging, landing pages, and multiple paths managed by interactive triggers.
  • Setting up automatic lead scoring, which can score leads based on demographic information and interaction records.
  • Setting up a subscription centre with custom subscription lists and include it in your emails and customer journeys.
  • Creating a customer journey that generates activities (such as phone calls, tasks, or appointments), assigns them to relevant staff, and associates each with a contact on that journey.
  • Managing images for use in marketing emails and pages.
  • Tracking website visits, social media clicks, and banner clicks so you can use them to score leads and evaluate the effectiveness of your website and other marketing channels.
  • Using lead generation created by a create-lead tile in a customer journey. These leads can be linked to either a contact or an account, depending on the tile and customer journey settings.
Dates and Prices

There are currently no public dates for this course. This course can be run as a private course either at one of our training centers or at your offices. To get pricing for this use our quote wizard to generate a customised quote or call us on 0118 324 3000 to discuss your requirements.

1 Day


  • Noel was an excellent tutor. He did check all of the group was able to keep up and if there were any problems or questions of the attendants, he was always willing to help.

    Marianne Seager-Wincanton
  • This was a really good training, nicely paced, very useful and well presented. Thank you, Stuart!

    Joris Latinne-Oracle