How to Write and Send a New Email in Dynamics

Return back to the Dynamics Hub

Step 1: Log In and Open the Email Section

• Sign into Real-Time Journeys in Dynamics.
• On the left-hand menu, find Channels and click on Emails.

Step 2: Start a New Email

• Click the + New button at the top of the page.
• You’ll be directed to Email Template pop up.

Step 3: Choose a Template

• In the Custom Templates tab, find your department’s email template.
• You can choose from 3 CSUSM-approved templates or start from scratch.

• Once you select the right template, click on Select at the bottom right to create a new email.

Step 4: Rename Your Email for Organization

• At the top of the page, click the text box to rename your email for internal purposes.
• If creating from scratch, it may say something like “Email 21”.
• Use this format: [Date to Be Sent: Goal]: Subject Line
  • Example: 092724: Join Us for Social Mobility 2024

Step 5: Set Up the Email Details

• Click on the section labeled From and Subject to expand.
• Update the following fields:
  • From Name: Use your department name (e.g., University Communications).
  • From Email: Use your department’s email (e.g., comoffice@dynamics.csusm.edu).
    Important: The domain must be whitelisted before the @csusm.edu as it's required in Dynamics for tracking purposes.
  • Subject Line: Keep it short and specific to grab attention.
    Pro Tip: Avoid vague subject lines — set clear expectations for the email.
  • Preview Text: You can leave this blank.
• Click Save at the top right to save your progress.

Step 6: Confirm Email Settings

• On the top-right-hand side in the Elements area, click the mailbox icon to open Settings (it's closer to the bottom of the options).
• Check the following:
  • Reply to Email: This is usually the same as the From Email, but without “dynamics” in the address (e.g., comoffice@csusm.edu).
  • Compliance Purpose:
    • Commercial: For external audiences like mailing lists, marketing emails, and optional communications.
    • Transactional: For required emails resulting from registration, purchase, or group membership.
• Click Save again to ensure changes are saved.

Step 7: Start Adding Content

• Now that your setup is complete, you’re ready to start adding content to your email.
• Head on to the next section to begin building!