Skip to main content

Microsoft Dynamics 365 Journeys Export

Nicki Pabst
Co-founder & Email wizard

Better Email can now export emails directly to Microsoft Dynamics 365 Customer Insights - Journeys. Finished emails are created as draft assets in Dynamics, ready for your team to review and use in Journeys.

Connect Customer Insights - Journeys

Admins can now add a Microsoft Dynamics 365 Customer Insights - Journeys integration in Better Email. The setup uses a Microsoft Entra app registration and a Dynamics application user, so exports can run without a separate approval popup each time.

Once connected, the integration appears in the normal export flow alongside your other ESP integrations.

Microsoft Dynamics 365 Customer Insights - Journeys integration form in Better Email

Export drafts to Dynamics

When you export an email, Better Email creates a draft email asset in Dataverse. The exported email includes the rendered HTML, preview HTML, subject line, and preview text.

If you export the same email again, Better Email updates the existing Dynamics draft instead of creating a duplicate.

Manage subject lines and preview text

Subject line and preview text can be entered during export, or they can come from the email's settings. This helps teams keep campaign copy in the Email Editor while still sending the right fields to Dynamics.

Admins can also set integration defaults, so common export values are already filled in when the export dialog opens.

Other fixes and improvements

  • Dynamics compliance tokens like company address and preference center can now be preserved correctly during export.
  • Exported Dynamics emails now include metadata that helps Better Email update the same draft on future exports.
  • Betty can now explain when template changes need to be published before they appear in Email Builder.
  • Template authors now get clearer guidance from save to publish, so new modules become available in Email Builder.
  • Email Editor now opens more reliably from list, grid, and show pages.

Better Salesforce Marketing Cloud Preview and Links

Nicki Pabst
Co-founder & Email wizard

Salesforce Marketing Cloud templates now handle personalized links more safely in Better Email. You can use merge tags and AMPscript in links, and Better Email prepares the final output for SFMC automatically.

Marketers can now add personalized destinations to Link inputs and rich text links. For example, a button can include a merge tag or AMPscript value inside the URL without being rejected by the editor.

When the email is rendered for Salesforce Marketing Cloud, Better Email prepares those links in the format SFMC expects for personalized URLs and click tracking.

Link input containing a personalized SFMC URL or merge tag

Preview with the right integration

Template preview now includes an integration selector. This lets template authors check how a template renders for different integrations before marketers use it in real emails.

That means merge tags, global values, and integration-specific output can be checked earlier in the template-building process.

Keep merge tags scoped to the right ESP

Merge tags are now scoped to the integrations where they can actually be used. This makes it easier to pick the right tag and reduces the chance of using a field that will not resolve for the selected ESP.

The same improvement applies across preview and rendered output, so what you test in Better Email better matches what you export.

Other fixes and improvements

  • SFMC integrations now support Business Unit MID, which helps teams export and sync fields in the right business unit.
  • SFMC personalized links are automatically prepared for click tracking when they are rendered in anchor tags.
  • Email preview code view now falls back to raw HTML when ESP-specific code cannot be formatted.
  • The email overview has been cleaned up with clearer labels for language, folder, template, and integration.
  • Template preview now keeps integration-specific global values in sync when the selected integration changes.

Global Settings and Shared Inputs

Nicki Pabst
Co-founder & Email wizard

Global settings and Shared inputs are now available in the Template Editor. Together, they make it easier to build one template that works across brands, markets, languages, and business units.

Set shared values once with Global Inputs and Global Script

The new Global setting gives every template a place for values that belong to the full email. Use it for things like brand, market, language, theme, colors, logos, or footer details.

Global values can be used across the template base and every module, so you do not have to copy the same setup into each component.

TODO: Add a screenshot of the Template Editor showing the pinned Global setting with a few inputs configured.

Calculate values with Global Script

Global Script lets you calculate shared values once and use them everywhere. For example, a template can choose the right logo, color palette, or footer text based on the selected integration.

This is especially useful when several business units share one Email Design System, but each one needs its own brand output.

Global Script editor showing integration-based brand mapping

Reuse input definitions with Shared inputs

The new Shared setting lets you define an input once and reuse it in multiple modules. A shared color palette, CTA style selector, or alignment control can now stay consistent across the whole template.

Combined with Global Script, shared inputs can be scoped to the selected integration. For example, a background color palette can be defined once and populated with only the brand colors available for the chosen audience — so a module that supports multiple brands automatically limits its options to the right palette when the integration is set.

When the shared definition changes, every module that references it follows the update automatically.

TODO: Add a short video showing a shared color input being reused in two modules, then updated from one place.

Other fixes and improvements

  • FX mode lets colors, placeholders, and select options follow values from template or global settings.
  • Color fields can now show friendly names like Primary Blue instead of only showing hex values.
  • Image inputs can now include built-in alt text, so marketers can manage the image and alt text together.
  • Image inputs can now enforce size rules, helping prevent images that are too small or too large for a slot.
  • Liquid errors now appear directly in the Template Editor and preview, so template authors can find issues faster.
  • Betty now understands Global settings, Shared inputs, and FX mode when helping with template work.

Better Template Input Controls

Nicki Pabst
Co-founder & Email wizard

Template inputs now give template authors more control over what marketers can enter in the Email Editor. You can guide users toward valid content before review and export, without adding manual checks at the end.

Add validation rules to inputs

You can now add validation rules to many input types in the Template Editor. Required fields, character limits, "must change from default" rules, and format checks help catch missing or invalid content early.

When something needs attention, the Email Editor shows a clear warning on the field. Review and export stay blocked until the issue is fixed.

TODO: Add a screenshot of the Email Editor sidebar showing an input with a validation warning and tooltip.

Templates can now use Number inputs for values like spacing, layout limits, and item counts. Number inputs can include minimum and maximum values, and can be shown as sliders when the value should stay within a clear range.

Link inputs are now built for standalone URLs like button destinations and image links. They support URL validation, HTTPS rules, merge tags, and custom link attributes for tracking or accessibility.

TODO: Add a short video showing a template author adding a Number input with slider mode and a Link input with validation rules.

Show fields only when they matter

Template settings and inputs can now be shown conditionally. That keeps the editor cleaner by hiding fields that only matter after another option has been selected.

Hidden fields do not block review or export while they are hidden, so users are only asked to fix fields that are relevant to the email they are building.

Other fixes and improvements

  • Rich text links and Link inputs can now require custom link attributes, so tracking and accessibility details are less likely to be missed.
  • Integration access can now be limited to specific users or groups, so teams only see the exports, segments, and recipient fields they can use.

Segmentation

Nicki Pabst
Co-founder & Email wizard

Segmentation is now live. Target individual modules in any email to specific audience groups — fully integrated with your ESP, no custom setup required.

Step 1: Set up your recipient fields

Before you can build segments, Better Email needs to know which fields are available in your subscriber data. You can add fields manually or sync them directly from your ESP — for example, pulling attribute sets from Salesforce Marketing Cloud.

Once synced, your recipient fields are available across the platform and ready to use as segment conditions.

Recipient fields overview showing synced fields from multiple integrations

Step 2: Create a segment

Head to Segments in the top navigation and create a new segment. Each segment is tied to a specific integration and can be reused across emails.

Simple mode lets you build conditions using a visual rule builder — pick a field, choose an operator, and set a value. Better Email automatically generates the correct ESP-specific code for you.

Segment editor using the simple rule builder with field, operator, and value conditions

Custom code mode gives you full control. Write the conditional logic directly in your ESP's templating language and use {{ content }} as a placeholder for where the module HTML should be inserted.

Segment editor in custom code mode showing AMPscript conditional logic for Salesforce

Step 3: Apply segments in the editor

With segments created, you can apply them to any module directly in the email editor. Select a module, open the Segmentation panel in the right sidebar, and assign one or more segments to it.

Each segmented module supports multiple variants — one per segment — and an automatic Everybody else fallback for recipients who don't match any of the conditions.

Segments are reusable — define them once and apply them to modules across any email in your account.

Betty Skills, Tone of Voice & Segmentation

Nicki Pabst
Co-founder & Email wizard

Betty just got a lot smarter — and a lot more personal. New features give you fine-grained control over what Betty can do and how she sounds.

Betty AI Skills 🎯

Betty now has a Skills system — a set of specialized capabilities that teach her how to perform specific tasks. Skills like "give feedback on this email", "check all links", or "review accessibility" give Betty deeper knowledge in focused areas.

When you open the chat, you'll see conversation starter pills suggesting common tasks Betty can help with. Behind the scenes, each skill contains detailed instructions that are loaded on demand, so Betty stays fast while still having access to deep expertise when you need it.

Betty skills overview

Organizations can also add their own custom skills to teach Betty workflows and conventions specific to their team — for example, how to create a specific type of campaign.

Tone of Voice ✍️

Every brand communicates differently. With the new Tone of Voice setting, you tell Betty exactly how your emails should read — and she follows your lead. Whether your style is warm and conversational or sharp and professional, Betty adapts.

Head to Betty AI Settings and describe your brand's tone in your own words. Want short sentences at a grade 8 reading level? Prefer no emojis in transactional emails? Just say so.

Tone of Voice settings

From that point on, every piece of email copy Betty writes or suggests will match your guidelines — subject lines, body copy, CTAs, all of it.

Segmentation — Coming Soon 🎯

Full support for segmentation within the editor is on its way. Each block can be targeted to specific audiences, fully customizable to fit your needs.

This is module-based segmentation that natively works with any ESP — no custom integrations required. You have two powerful options: build your own segmentation setup and give your subscribers an easy way to segment themselves without any prior knowledge, or train Betty to help you set it up and manage it for you.

Segmentation preview

Introducing the Font Stack Builder for Email

Nicki Pabst
Co-founder & Email wizard

We've just launched a new free tool that solves one of email development's most frustrating problems: font fallbacks.

The Problem

You spend hours choosing the perfect font for your email campaign. You implement it carefully. And then half your subscribers see Arial anyway.

Why? Because email clients have wildly different font support, and most developers don't know which fonts actually work where.

The Solution

Our new Font Stack Builder helps you create bulletproof font stacks that look great across all email clients.

Here's what makes it different:

  • 900+ Outlook fonts: Outlook supports way more fonts than most people realize. We've catalogued all of them.
  • Gmail's hidden fonts: Gmail has a list of supported fonts that almost nobody knows about. We've painfully tested every single one.
  • Visual comparison: See exactly how your font stack renders in Gmail, Outlook, Apple Mail, Yahoo, and Thunderbird.
  • Instant code: Copy the perfect font-family CSS with one click.

How It Works

The tool guides you through a simple process:

  1. Choose whether your font is serif or sans-serif
  2. Select your custom font (or upload your own)
  3. Pick the closest Outlook fallback
  4. Choose your web-safe fallback
  5. See the results across all major email clients

No guesswork. No surprises. Just fonts that work.

Why We Built This

After 8 years of email development, we got tired of explaining to clients why their beautiful custom fonts weren't showing up in Outlook or Gmail. We built this tool to make that conversation visual, educational, and actually useful.

Now you can show clients exactly what will happen, build a proper fallback stack together, and deliver emails that look great everywhere.

Try It Now

The Font Stack Builder is completely free and requires no signup.

Launch the tool →

Questions or feedback? Let us know what you think.

Template Revisions

Nicki Pabst
Co-founder & Email wizard

Templates now have full revision history, giving you version control for your email templates without leaving Better Email.

Named revisions

You can create a named revision at any point to snapshot the current state of your template. Think of it as a save point — you can always look back and see exactly what the template looked like at that moment. This is especially useful before making large changes or when multiple people work on the same template.

Revision history

Browse through all previous revisions of a template in the new revision history panel. Each entry shows when it was created and by whom, making it easy to track how a template has evolved over time.

AI-powered change summaries

When you create a new revision, Betty can automatically describe what changed compared to the previous version. Instead of manually comparing code, you get a human-readable summary of the differences — which components were modified, what settings changed, and what content was updated.

Draft auto-save

Your work-in-progress is continuously saved as a draft revision. If you navigate away or close the browser, your unsaved changes are preserved and waiting for you when you return.

Other fixes and improvements:

  • Fixed editor state when navigating between templates
  • Improved handling of multiple draft revisions
  • Templates now prompt to save before creating a named revision when there are unsaved changes

Platform Updates Q4 2025

Nicki Pabst
Co-founder & Email wizard

A round of improvements and fixes from the last quarter of 2025.

Clone templates

You can now clone an entire template with one click. This makes it easy to use an existing template as a starting point for a new one — keeping all components, settings, and logic intact while giving you a fresh copy to modify.

We've optimized the emails listing and search functionality for significantly faster load times. Whether you have dozens or hundreds of emails, browsing and searching your workspace now feels snappier.

Other fixes and improvements:

  • Fixed an issue where updating email settings could remove the email's assigned folder
  • Fixed sidebar navigation issues when switching between pages
  • Fixed Customer.io integration pagination when syncing large numbers of items
  • Fixed translation-related errors when the conditional controller was missing
  • Improved handling of select input default values

Betty AI Now Available in the Template Editor

Simon Westh Henriksen
Co-founder & ai expert

Betty, our AI email assistant, is now available directly inside the template editor — bringing AI-assisted development to the people building and maintaining your email templates.

Betty understands your template

Betty is aware of the template you're working on, including its components, settings, and structure. When you ask her to make a change, she knows exactly where to apply it. Ask her to "update the footer background color" or "add a new text block to the hero component" and she'll edit the right code in the right place.

Fetch content from the web

Betty can visit any URL you give her and pull in relevant content. Working on a promotional email? Point Betty at your product page and she can extract copy, headlines, and other details to help you build the email faster.

Upload images while you chat

You can upload images directly in the chat and Betty will incorporate them into the template. No need to switch between the asset manager and the editor — just drop an image into the conversation.

Component settings awareness

Betty knows about each component's configurable settings — input types, default values, and available options. She can suggest changes that work within the constraints of your template rather than producing code that breaks the editor.

Other fixes and improvements:

  • Betty now fetches and uses your organization's brand colors and styling when available
  • Improved AI model for more accurate and reliable code edits
  • Fixed image upload handling in the new editor