MB-280 key terms

The original marketing module in Customer Insights - Journeys that sends batch emails, runs multi-step customer journeys, manages events, and scores leads on a scheduled processing cycle.

The newer module that reacts to customer actions within seconds, using event triggers, per-contact journeys, and segments that refresh continuously instead of running on a batch schedule.

An organizational division inside Dynamics 365 that scopes records, users, and marketing content so each team works only with its own data.

The configuration area where administrators set environment-wide defaults such as content settings, lead scoring, consent, and email compliance rules used by marketing features.

A set of privileges that controls which marketing records and features a user can view, create, or edit, such as segments, journeys, and emails.

A defined group of contacts or leads selected by filter rules or a fixed list, used as the audience for emails and journeys.

A segment whose membership recalculates automatically as contact and lead records change, so people enter or leave as they meet or fail the criteria.

A segment built from a fixed list of members or a one-time query; membership stays the same until someone manually updates it.

The filter conditions, combined with AND/OR groups in the segment designer, that decide which contact, lead, or related records qualify for a dynamic segment.

A segment of contacts who must be excluded from sends, for example people who unsubscribed or complained, applied to protect deliverability and compliance.

A contact's documented permission, tied to a purpose and a channel, that determines whether marketing messages may lawfully be sent to them.

A named reason for contacting someone, such as commercial marketing or transactional service messages, which contacts opt in to or out of separately.

A configuration record that defines the consent model and default behaviors applied to messages and journeys, such as requiring opt-in or allowing soft opt-out.

A hosted preference page where contacts choose which purposes and topics they want to hear about, and can unsubscribe from some or all messaging.

A consent flow where a contact must confirm a subscription by clicking a link in a follow-up email before being treated as opted in.

A message created in the email designer that can be sent inside a journey, in a batch, or as a standalone send to a segment.

A reusable email layout with saved structure, styling, and placeholders that speeds up creation of consistent marketing messages.

The use of tokens and conditional content to insert contact-specific values or vary blocks so each recipient sees tailored information.

A stored collection of logos, colors, and fonts that the designers apply automatically so marketing assets match the organization's visual identity.

A record holding default brand styling, social links, and subscription center references that the email and form designers use as defaults.

A web form built in the form designer that captures contact details and consent, and can create or update leads and contacts on submission.

A hosted web page built in the page designer, used for landing pages, event registration, and subscription management, and linked from marketing messages.

A URL placed in a marketing message that records each click, letting you measure engagement and trigger journey actions or goals.

An automated, multi-step campaign that sends emails and creates activities for a segment over time, with waits, branches, and decision points.

One step on a journey designer canvas, such as sending an email, waiting a period, branching on a condition, or creating a task.

A rules-based model that awards or removes points for fit and interaction signals, so sales can see which leads are most ready to buy.

A journey that starts when a trigger fires and runs for each contact immediately, supporting branching on live interactions rather than scheduled batches.

An event or condition, such as a form submission or a custom event, that starts a real-time journey for the affected customer.

A target outcome, like a form submission or purchase, that a journey measures and can use to stop or redirect contacts.

A scheduled occurrence such as a conference or webinar that you plan in the events module, covering registration, sessions, attendees, and check-in.

A time-bounded slot within an event, such as a workshop or track, that attendees can register for separately from the parent event.

The process and form through which an attendee signs up for an event or session, creating a registration record linked to the contact.

Recording that an attendee has arrived at an event, usually by scanning a QR code or using the mobile check-in app at the door.

An online event delivered through an integrated meeting provider, with registration, attendance tracking, and follow-up handled inside Customer Insights - Journeys.

The built-in dashboards and reports that show how emails, journeys, and events perform, including opens, clicks, registrations, and conversion trends.

Numbers describing how recipients interacted with a message, such as delivered, opened, clicked, bounced, and unsubscribed counts.

A controlled comparison where two or more variants of an email or journey are sent to portions of the audience to see which performs better.