{"id":35841,"date":"2023-08-25T12:15:16","date_gmt":"2023-08-25T06:45:16","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=35841"},"modified":"2023-08-25T12:15:16","modified_gmt":"2023-08-25T06:45:16","slug":"how-to-import-outbound-emails-content-blocks-and-email-templates-in-real-time-marketing","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/08\/how-to-import-outbound-emails-content-blocks-and-email-templates-in-real-time-marketing\/","title":{"rendered":"How to import Outbound Emails, Content Blocks, and Email Templates in Real-time Marketing"},"content":{"rendered":"<p>In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.<\/p>\n<p>Real-time marketing is the new generation of Dynamics 365 Marketing features. This is because it includes almost all current capabilities and features of outbound marketing along with new modern and enhanced capabilities. It saves time and resources and helps to reuse and adapt the existing outbound assets to create relevant real-time marketing experiences.<\/p>\n<p><strong>Please follow the below steps to import outbound emails, content blocks, and templates<\/strong><\/p>\n<p>1. Go to Marketing App &gt; Go to <strong>Real-time marketing<\/strong> subarea &gt; Select <strong>Emails<\/strong> from <strong>Channels<\/strong> section &gt; Click on the <strong>Import emails<\/strong> button on the top ribbon. It will open the <strong>Import email<\/strong> wizard window.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35850\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1658\" height=\"900\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails.jpeg 1658w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails-300x163.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails-1024x556.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails-768x417.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails-1536x834.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/1Outbound-Emails-660x358.jpeg 660w\" sizes=\"(max-width: 1658px) 100vw, 1658px\" \/><\/p>\n<p>2. The<strong> Import email<\/strong> wizard contains emails that you can select and import into Dynamics CRM as shown in the screenshot below. You can select up to 50 emails to import from outbound to real-time marketing. You can also use the filter option to filter respective emails and import them. After selecting emails, click on <strong>Next <\/strong>&amp; it will navigate to the <strong>Settings<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35849\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1714\" height=\"890\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails.jpeg 1714w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails-300x156.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails-1024x532.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails-768x399.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails-1536x798.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/2Outbound-Emails-660x343.jpeg 660w\" sizes=\"(max-width: 1714px) 100vw, 1714px\" \/><\/p>\n<p>3. In the <strong>Settings<\/strong> section, you can specify if you also want to import content blocks associated with these emails by simply clicking on the check box as shown in the screenshot below. Otherwise, all the emails will import properly without content blocks. After that, you need to click on the <strong>Start<\/strong> button which will start the importing process and will be saved in a draft state. If some of these emails fail to import due to any reason, then it will be visible in the downloadable file that is displayed when the import is completed as shown in the screenshots below.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35848\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1278\" height=\"856\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails.jpeg 1278w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails-300x201.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails-1024x686.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails-768x514.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/3Outbound-Emails-660x442.jpeg 660w\" sizes=\"(max-width: 1278px) 100vw, 1278px\" \/><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35847\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1288\" height=\"850\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails.jpeg 1288w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails-300x198.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails-1024x676.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails-768x507.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/4Outbound-Emails-660x436.jpeg 660w\" sizes=\"(max-width: 1288px) 100vw, 1288px\" \/><\/p>\n<p>4. After successfully importing all emails we can see all imported emails in the real-time marketing process. Also, Dynamics 365 provides us the system view called \u2018Imported from outbound marketing\u2019 where we can see all imported emails.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35846\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1376\" height=\"675\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails.jpeg 1376w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails-300x147.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails-1024x502.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails-768x377.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/5Outbound-Emails-660x324.jpeg 660w\" sizes=\"(max-width: 1376px) 100vw, 1376px\" \/><\/p>\n<p><strong>Please follow the below steps to import outbound content blocks:<\/strong><\/p>\n<p>1. Go to <strong>Assets <\/strong>&gt; Click on <strong>Content blocks<\/strong> &gt; Click on <strong>Import content blocks<\/strong> it will open the import wizard.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35845\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1608\" height=\"881\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails.jpeg 1608w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails-300x164.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails-1024x561.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails-768x421.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails-1536x842.jpeg 1536w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/6Outbound-Emails-660x362.jpeg 660w\" sizes=\"(max-width: 1608px) 100vw, 1608px\" \/><\/p>\n<p>2. On the wizard window, you will get a list of content blocks. You can select the content blocks that you want and click on<strong> the Start<\/strong> button, it will import selected content blocks recorded in Real-time marketing.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35844\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1270\" height=\"839\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails.jpeg 1270w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails-300x198.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails-1024x676.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails-768x507.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/7Outbound-Emails-660x436.jpeg 660w\" sizes=\"(max-width: 1270px) 100vw, 1270px\" \/><\/p>\n<p><strong>Please follow the below steps to import outbound email templates:<\/strong><\/p>\n<p>1. Go to <strong>Assets<\/strong> &gt; Click on <strong>Email Templates<\/strong> &gt; Click on <strong>Import templates,<\/strong> it will open the import wizard.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35843\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1376\" height=\"691\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails.jpeg 1376w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails-300x151.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails-1024x514.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails-768x386.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/8Outbound-Emails-660x331.jpeg 660w\" sizes=\"(max-width: 1376px) 100vw, 1376px\" \/><\/p>\n<p>2. On the wizard window, you will get the list of Email Templates. You can select the templates that you want and click on the <strong>Start<\/strong> button it will import the selected Email Templates record in Real-time marketing.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-full wp-image-35842\" style=\"border: 1px solid #0a0a0a; padding: 1px; margin: 1px;\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails.jpeg\" alt=\"Outbound Emails\" width=\"1276\" height=\"850\" srcset=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails.jpeg 1276w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails-300x200.jpeg 300w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails-1024x682.jpeg 1024w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails-768x512.jpeg 768w, https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/9Outbound-Emails-660x440.jpeg 660w\" sizes=\"(max-width: 1276px) 100vw, 1276px\" \/><\/p>\n<p><strong><em>Note: All imported assets will be in a draft state and can therefore be reviewed and marked as ready to use. <\/em><\/strong><\/p>\n<h2><strong>Conclusion<\/strong><\/h2>\n<p>By importing all the features, anyone can use them and the new enhancements in real-time marketing and also become more responsive in terms of customer interaction.<\/p>\n<p><a href=\"https:\/\/www.inogic.com\/product\/productivity-apps\/mailchimp-dynamics-365-crm-integration-marketing-4-dynamics\/\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"alignnone size-full wp-image-35851\" src=\"https:\/\/www.inogic.com\/blog\/wp-content\/uploads\/2023\/08\/Mailchimp-integration-with-Microsoft-Dynamics-365-CRM-\u2013-Revamp-sales-and-marketing-strategies.gif\" alt=\"Mailchimp integration with Microsoft Dynamics 365 CRM \u2013 Revamp sales and marketing strategies!\" width=\"800\" height=\"300\" \/><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In this blog, we will learn how to import outbound Emails, Content blocks, and Email Templates into Real-time marketing. Currently, to work with real-time marketing we need to create new emails, content blocks, and templates which is time-consuming. So, to save time and reuse the existing outbound assets, we can import the same as required.\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.inogic.com\/blog\/2023\/08\/how-to-import-outbound-emails-content-blocks-and-email-templates-in-real-time-marketing\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":11,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[16,18],"tags":[2681],"class_list":["post-35841","post","type-post","status-publish","format-standard","hentry","category-dynamics-365","category-dynamics-365-v9-2","tag-real-time-marketing"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35841","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/comments?post=35841"}],"version-history":[{"count":0,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/posts\/35841\/revisions"}],"wp:attachment":[{"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/media?parent=35841"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/categories?post=35841"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.inogic.com\/blog\/wp-json\/wp\/v2\/tags?post=35841"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}