Content Settings Dynamics 365 Marketing: How to Optimize The Settings For Your Content

Content settings dynamics 365 marketing: How to optimize the settings for your content in Marketing Cloud. In this article, we’ll walk you through the different settings that you can use to customize how content is delivered to users.

Set the content approval process

Set up your content approval process in the Content Settings section of the Campaign Settings. Go to the Campaigns section and click on the campaign you want to edit. Then, click on Content Settings. You should have an option to set the Content Approval status for each content piece. You can set the approval status to Published, Pending Review, or Unpublished. This allows you to set who can publish the content to your audience.

When you set up the approval process, you can choose the users who can approve or reject content. You can also customize the content approval process for individual content types. The approval process for a content type determines who can publish or edit the content. And you can control whether the content is accessible to customers, partners, or everyone. After you finish setting up your approval process, you can publish your content to Dynamics 365 Marketing.

You can set the content approval step in the context of Dynamics 365 Marketing or for a specific campaign. Once you have set the approval step for your organization, you will be able to set the same for your campaigns.

Set the content approval wait time

If you enable the content approval step in the lifecycle of your content, you can set the wait time when content is sent for approval. You can set the wait time for each email separately. But for consistency, you can also set it for all emails under the email template or list. You can also set the wait time for the entire list, for all the emails under the list.

content settings dynamics 365 marketing

Photo by George Milton on Pexel

Post you might like:
Content Marketing for Dummies: How to Create Content That Gets Results

You can set the content approval wait time for your organization overall using the Content Settings page in the Dynamics 365 Marketing Hub. However, you can also set it for each individual content item: when you publish a new piece of content, you can define a content approval wait time for each version of the content separately. This gives you more control over the visibility of your content, if you want to.

Create content approval groups

Once the content has been published, users can add it to the content approval group. If it passes the approval of the group, it will be published to the audience, otherwise it will not be published. To add a piece of content to the content approval group, users can navigate to the Content Settings and then click on the Content Approval group they want to add the content to.

Your DMs, email campaigns, and social media shares all need to be approved before they can be published. This allows you to maintain brand consistency and ensure that your marketing content is always up to date.

Ensuring your team members are submitting quality content to your marketing campaigns can be challenging. If your team members aren’t familiar with the approval process, they might submit content that doesn’t align with your brand or your industry. This can be incredibly frustrating for everyone involved—it can delay your campaign, cost you money when you have to re-create content, and make it seem like your team isn’t on the same page.

Manage content approval groups

Your organization might have different teams for different roles. For example, one team might handle all marketing communications, while another team might handle all customer service. By assigning content approval groups to your content, you can determine who can view and approve each piece of content before it goes live. This allows you to manage your content publishing workflow more efficiently, helping to eliminate the possibility of accidental content leaks.

content settings dynamics 365 marketing

Photo by Sam Lion on Pexel

Post you might like:
How Much Does Content Marketing Cost?

Content approval groups help the team create, manage and publish content in the organization. The content approval process ensures that the content is created in compliance with the brand guidelines and the latest best practices. These content approval groups can be linked to the content itself, so that all the latest updates to the content are reflected in the approval process.

Create a content approval list

In the context of Content Settings Dynamics 365 Marketing, the content approval list is a list of users who have the authority to approve or reject the content published for the marketing campaigns. You can add or remove users from the list, and content will be published only if all the users on the list have approved it. When you publish a campaign, marketers will see a list of users who have access to the campaign. Those who are on the list will be able to see it and all the contents published for that campaign. They will also be able to approve or reject the content. If all the users have approved the content, it will be published. If any of the users reject the content, it will not be published.

If you want to ensure that only your most trusted employees are able to see your content, you can create a content approval list with a specific set of users and use this list to manage the content approval process for your organization. This list can also be used to prevent users from accessing content that has been rejected.

Manage content approval lists

When you schedule content for publishing, you can specify if you want to publish the content automatically or allow specific users or roles to approve it before it goes live. You can also manage the approval process for content that you manage in the Content Management section of the Dynamics 365 Marketing app. This includes page layouts, assets, and any other content you’ve created. You can add users or roles to the list of approvers for any content you want. When you change the content settings, the list of approvers is automatically updated. You can also add or remove users from the list of content approvers.

content settings dynamics 365 marketing

Photo by Tim Douglas on Pexel

Post you might like:
Content Marketing for Dummies: How to Create Content That Gets Results

When you create a content approval list, you can designate the users who can approve or reject the content you publish. This ensures that the content you publish is relevant and matches the expectations of your customers. With the addition of email notifications, you can also track the content your team members approve or reject so you can make sure you don’t publish content that your audience isn’t interested in.

Set content approval notifications

In the Content Settings section of Dynamics 365 Marketing, you can set whether published content undergoes approval or not. If the content goes through an approval process, you can also set the notifications for when content receives approval. When you create a campaign, the default setting is that content will not undergo approval. However, you can change this setting in the campaign to allow for content approval.

Every piece of content you publish goes through a process of approval. Your users can approve or reject content published to your Dynamics 365 Marketing solutions. Once content is published, users can see if other users have approved it yet. With content approval notifications, you can inform them when content is published or when it gets approved. This helps build awareness and trust.

Set the content approval notification to ‘Published’ for the entire organization, or to a specific role, to let everyone know that your content has been published. This setting applies to all content that you create and publish through the Marketing app.

Content settings dynamics 365 marketing: how to optimize the settings for your content