Return back to the Dynamics Hub
Step 1: Prepare Your Email for Sending
- Open the email you want to send.
- Double-check that all changes are saved.
- Click the Ready to Send button (blue button on the top-right).
Step 2: Create a New Journey
- On the left-hand navigation, go to Engagement and select Journeys.
- At the top, click + New Journey.
- On the first screen, skip the Copilot setup by clicking Skip and create from blank.
Step 3: Set Up Your Journey
- Name Your Journey: Use the date + title format (e.g., 021425: University Communications Update).
- Select Journey Type: Switch the type to Segment-based journey (do NOT select trigger-based).
- Choose the Audience Segment: In the Segment field, type an asterisk (*) followed by the name of the audience list you imported (e.g., *021425: University Communications Department).
Important: Your contact list must already be uploaded and turned into a segment before this step.
- Set the Send Frequency: Select A one-time journey with a static audience.
- Schedule the Send Date and Time
- Click Create (blue button at the bottom right).
Step 4: Add Your Email to the Journey
- On the next screen, click the + icon (inside a circle) under Journey Start.
- A pop-up will appear titled Add an Action. Choose Email (the first option).
- Attach your email from the right-hand panel by searching for the one you created.Warning: ⚠️ If you see a red exclamation mark (!):
• This means your email isn't marked as Ready to Send. Please do the following:
• Click on the email title in the same window.
• In the editor, click Ready to Send (blue button at the top-right), then exit and return to your journey setup.
- Once the email is selected, click Save at the top-right.
Step 5: Final Check and Publish
- Click back on Journey Start to confirm the correct date and time are selected.
- When everything looks good, click Publish (top-right button).
