Go live with publishable entities and track their status

Many of the entities that you work with in Dynamics 365 for Marketing require you to go live with a record before you can it them in your live marketing initiatives. The go-live process takes a record you are working with, checks it for errors, prepares it for use, and marks it as available. In some cases, the go-live process ends by moving the final record to a marketing service, which runs in parallel to your application instance and processes data-intensive features like bulk email sending, collecting and analyzing results, or populating dynamic segments. The go-live process is sometimes also referred to as publishing.

Some types of entities require a live records to be stopped before you can edit it, while others let you push updates from the app without stopping the live process. In some cases, you won't be able to make certain types of changes (or even any changes at all) once you have gone live with a given record.

Monitor go-live status with status and status reason

Nearly all entities in Dynamics 365 have both Status and Status reason fields. The Status is always either active or inactive, which indicates whether the record is in use and can affect where it is visible and selectable in the UI. The Status reason gives more information about the Status, and often functions as a sub-status (which it usually does for publishable entities in Marketing).

For most types of entities, you can manually assign the active/inactive Status for each record using buttons on the command bar. You might use this, for example, to mark a contact as inactive, which hides that contact from most views but keeps it in your database for future or historical reference. For publishable entities in Marketing, the system usually manages the Status reason value (which is therefore read-only) to give you more information about the publish status. For some publishable entities in Marketing, the Status field is also managed by the system and therefore may not be editable directly either. See the remaining sections of this topic for details.

All entities provide a view selector for list views, where you can choose a saved query such as "Active journeys", "All live journeys", "Inactive journeys", and so on. In most cases, you can find inactive records by going to the "Inactive …" view, where you can usually reactivate a record if needed.

Use the system-view selector to see inactive records

Customer journey go-live operations and status

For customer journeys, both the Status and a Status reason are managed by the system to indicate the journey's current go-live and operational status. Both values are read-only.

Status Status reason Description
Active Draft The journey has never been live and can be edited, saved, or deleted without restrictions.

To publish a draft journey, open it and then choose Go Live on the command bar.
Active Live The journey is currently live. If the current date is between the journey start and end dates, then it is processing contacts. The journey will automatically go to the stopped state when its end date passes.

To stop a live journey, open it and then choose Stop on the command bar.

To edit a live journey without stopping it, open it and then choose Edit on the command bar.

You can't delete a journey while it's live.
Active Stopped The journey was once live, and may have already processed some contacts, but is now stopped, so it won't process any more contacts or take any other actions. It may have stopped because the end date passed, or because you stopped it manually.

Thirty days after the end date, the journey will automatically change from active/stopped to inactive/expired. Once a journey has expired, you can no longer edit or restart it, but until then you could extend the end date and restart it if needed.

While stopped, you can edit and save the journey without going live. Select Go live to start running the journey again.

You can delete a stopped journey even if its end date hasn't passed.
Active Live, editable The journey is currently live, but you have chosen to edit it locally. The live journey will continue to process contacts and take other actions while you work with the local version.

Make the required changes and then choose Save to update the live journey automatically (after an error check) and return to the active/live state. You can't delete a journey while it's in this state.
Active Error An error occurred while the journey was going live. This is usually a temporary issue, so you should wait a short time, then try again to go live again.
Active Going live The journey is currently in the process of going live.
Active Stopping The journey has been live but is currently in the process of stopping due to a stop request.
Inactive Expired The journey end date passed at least 30 days ago, and the journey can't be restarted. You can delete expired journeys if needed.

Some customer journey settings become locked (read-only) based on the journey's status reason. Some settings become permanent after you've gone live once. The following table summarizes these effects.

Field Draft Live-editable and Stopped Live and others
Name Editable Editable Locked
Start date and time Editable Locked Locked
End date and time Editable Editable Locked
Is recurring Editable Locked Locked
Recurrence count Editable Editable Locked
Recurrence count Editable Editable Locked
Content settings Editable Locked Locked
Suppression segment Editable Locked Locked
Time zone Editable Locked Locked
Template Editable Editable Locked
Pipeline (tile positions) Editable Locked Locked
Tile settings Editable Editable Locked

Marketing email go-live operations and status

You can manually set the Status of a message to active or inactive by using the buttons on the command bar (as with most entities). The Status reason indicates the message's go-live state and is read-only.

Status Status reason Description
Active Draft The message has never been live and can be edited and saved locally without restrictions.

To publish a draft message, open it and then choose Go Live on the command bar.
Active Live The message is currently live and can't be edited locally. It is available to be sent at any time by a customer journey.

To stop a live message, open it and then choose Stop from the command bar.

To edit a live message without stopping it, open it and then choose Edit on the command bar.
Active Stopped The message was once live, and may have already been delivered to some contacts, but is now stopped so no new copies are being sent. If the message is used in a customer journey, then the message won't be sent by the journey until you start it again (and contacts will wait at the related email tile).

While stopped, you can edit and save the content without going live. Select Go live to republish it.
Active Live, editable The message is currently live (and that version could be sent by a customer journey at any time), but you have chosen to edit it locally at the same time.

Make the required changes and then choose Save to update the live message automatically (after an error check) and return it to the active/live state.
Inactive Expired A user has manually deactivated the message using the Deactivate button on the command bar. If the message was previously live, then this operation also stops it.

Some email settings become locked (read-only) based on the message's status reason. Some settings become permanent after you've gone live once. The following table summarizes these effects.

Field Draft Live-editable and Stopped Live and expired
Legal designation Editable Locked Locked
Content type Editable Locked Locked
Name Editable Editable Locked
Subject Editable Editable Locked
Design Editable Editable Locked
From user Editable Editable Locked
From name Editable Editable Locked
From address Editable Editable Locked
To Editable Editable Locked
Reply to Editable Editable Locked
Template Editable Editable Locked
Generate plain text Editable Editable Locked
Plain text content Editable Editable Locked

Content settings go-live operations and status

You can manually set the Status of a content-settings record to active or inactive by using the buttons on the command bar (as with most entities). The Status reason indicates the content-settings record's go-live state and is read-only.

Status Status reason Description
Active Draft The record has never been live and can be edited and saved locally without restrictions.

To publish a draft content-settings record, open it and then choose Go Live on the command bar.
Active Live The record is currently live and can't be edited locally. It is available for use at any time by a customer journey.

To stop a live content-settings record, open it and then choose Stop from the command bar.

To edit a live content-settings record without stopping it, open it and then choose Edit on the command bar.
Active Stopped The record was once live, and may have been used, but is now stopped. If the record is used in a customer journey, then the journey won't send any messages until you start it again (and contacts will wait at the related email tile).

While stopped, you can edit and save the record without going live. Select Go live to republish it.
Active Live, editable The record is currently live (and that version could be used by a customer journey at any time), but you have chosen to edit it locally at the same time.

Make the required changes and then choose Save to update the live record automatically (after an error check) and return it to the active/live state.
Inactive Expired A user has manually deactivated the record using the Deactivate button on the command bar. If the record was previously live, then this operation also stops it.

All settings for content-settings records are editable when the record has a status reason of Draft, Live-editable, or Stopped, but all are locked when the record is Live or Expired. No settings become permanent as a result of the record going live once.

Lead-scoring model go-live operations and status

You can manually set the Status of a lead-scoring model to active or inactive by using the buttons on the command bar (as with most entities). The Status reason indicates the model's current go-live state and is read-only.

Status Status reason Description
Active Draft The model is either new or stopped and you can edit all its settings.

To publish a draft model, open it and then choose Go Live on the command bar.
Active Error An error has occurred.
Active Going live The model is currently in the process of going live.
Active Live The model is currently live and scoring your leads. The model can't be edited locally while in this state, but you can stop it at any time by choosing Stop on the command bar, then edit and go-live again if needed.
Active Stopping The model has been live but is currently in the process of stopping due to a stop request. After stopping, the model returns to the Draft state.
Inactive Expired A user has manually deactivated the model using the Deactivate button on the command bar.

If the model is live, then you must stop it (by choosing Stop on the command bar) before you can deactivate it.

Segment go-live operations and status

The Status reason indicates the segment's current go-live state and is read-only.

Status Status reason Description
Active Draft The segment is new and has never been published. You can edit all settings.

To publish a draft segment, open it and then choose Go Live on the command bar.
Active Live The segment is currently live and continuously updating its contacts list. It might be in use for targeting a customer journey.

The segment can't be edited locally while in this state, but you can stop it at any time by choosing Stop on the command bar, then edit and go live again if needed.
Active Live, editable The segment is currently live, and can still be used, but you have chosen to edit it locally at the same time.

Make the required changes and then choose Save to update the live segment automatically (after an error check) and return to the active/live state.
Active Stopped The segment was once live but is now stopped and can be edited if needed.

While stopped, you can edit and save the segment without going live. Select Go live to republish it.
Inactive (none) Segments should never have an inactive status.

Some segment settings become locked (read-only) based on the segment's status reason. Some settings become permanent after you've gone live once. The following table summarizes these effects.

Field Draft Stopped Live and others
Segment type Editable Locked Locked
Segment name Editable Locked Locked
Segment ID Editable Locked Locked
Dynamic query Editable Editable Locked
Filter (for finding static members) Editable Editable Locked
Static members Editable Editable Locked
Owner ID Editable Locked Locked
Description Editable Locked Locked

Marketing page go-live operations and status

You can manually set the Status of a marketing page to active or inactive by using the buttons on the command bar (as with most entities). The Status reason indicates the page's go-live state and is read-only.

Status Status reason Description
Active Draft The page has never been live and can be edited and saved locally without restrictions.

To publish a draft page, open it and then choose Go Live on the command bar.
Active Live The page is currently live and available publicly on the internet.

To stop a live page, open it and then choose Stop on the command bar.

To edit a live page without stopping it, open it and then choose Edit on the command bar.
Active Stopped The page was once live, and may have already been used, but is now stopped and unavailable publicly on the internet.

While stopped, you can edit and save the page without going live. Select Go live to publish the page again.
Active Live, editable The page is currently live, and can still be used, but you have chosen to edit it locally at the same time.

Make the required changes and then choose Save to update the live page automatically (after an error check) and return to the active/live state.
Active Error An error occurred while the page was going live. This is usually a temporary issue, so you should wait a short time, then try to go live again.
Active Going live The page is currently in the process of going live.
Active Stopping The page has been live but is currently in the process of stopping due to a stop request.
Inactive Expired A user has manually deactivated the page using the Deactivate button on the command bar.

If the page is live, then you must stop it (by choosing Stop on the command bar) before you can deactivate it.

All marketing-page settings are editable when the page has a status reason of Draft, Live-editable, or Stopped, but all are locked when Live, Expired, or transitioning. No settings become permanent as a result of the record going live once.

Marketing forms go-live operations and status

Marketing forms are reusable form elements that you can embed in your marketing pages. They get published to the marketing services, where they are made available to marketing pages running on the portal. The forms can also be embedded onto any web page, such as on your own website, rather than on a Dynamics 365 marketing page.

You can manually set the Status of a draft or stopped marketing form to active or inactive by using the buttons on the command bar (as with most entities). The Status reason indicates the page's go-live state and is read-only.

Status Status reason Description
Active Draft The form has never been live and can be edited and saved locally without restrictions.

To publish a draft form, open it and then choose Go Live on the command bar.
Active Live The form is currently live and available publicly on the internet.

To stop a live form, open it and then choose Stop on the command bar.

To edit a form page without stopping it, open it and then choose Edit on the command bar.
Active Stopped The form was once live, and may have already been used, but is now stopped and unavailable publicly on the internet.

While stopped, you can edit and save the form without going live. Select Go live to publish the form again.
Active Live, editable The form is currently live, and can still be used, but you have chosen to edit it locally at the same time.

Make the required changes and then choose Save to update the live form automatically (after an error check) and return to the active/live state.
Active Error An error occurred while the form was going live. This is usually a temporary issue, so you should wait a short time, then try to go live again.
Inactive Expired A user has manually deactivated the form using the Deactivate button on the command bar.

If the form is live, then you must stop it (by choosing Stop on the command bar) before you can deactivate it.

All marketing-form settings are editable when the page has a status reason of Draft, Live-editable, or Stopped, but all are locked when Live. No settings become permanent as a result of the record going live once.

Events, session, and tracks go-live operations and status

When you publish an event, Dynamics 365 for Marketing makes that event available to the event website. The event website displays many types of information that are defined on, and linked to, the event record. The event and all its settings remain editable even after you publish the record, and any changes you make to a published event, and its related published records, will immediately be reflected on the website too.

Event sessions work similarly to the event itself, and essentially function as sub-events that, taken together, create the overall event schedule. The event website shows a schedule of sessions that belong to each event. An event can include both published and unpublished sessions, but only published sessions belonging to published events are shown on the website.

Event tracks are collections of sessions, usually related by theme or audience. Tracks provide a convenient way for attendees to register for several related sessions at once. Like event sessions, you must publish each track to make it appear on the website for its related event. An event can include both published and unpublished tracks, but only the published tracks belonging to published events are shown on the website.

Event, session, and track entities all have a Status field, which works the same way as it does for most entities, but they don't use the Status reason field to monitor publish status. Instead, these entities have a Publish status field, which is fully editable all the time you work with them. This value is shown as a drop-down list in the upper-right corner when you are editing an event or session record, but is part of the main form for session tracks.

The Publish Status menu for events

The default values for Publish status are Draft, Ready to go live, In progress, Live, and Cancelled. Other than Live, all these values are for information only, so you can use them to track your work progress and coordinate with coworkers as needed. However, when you set this to Live, then the event, session, or track details will become available publicly on your portals server. Set the Publish status to any value other than Live to hide the event, session, or track on your portal.

See also

Design your digital content
Prepare marketing email messages
Use content settings
Create and deploy marketing pages
Segmentation, lists, and subscriptions
Create automated campaigns with customer journeys
Design lead-scoring models
Set up the event website