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Create a marketing list in the CRM marketing work area

This topic applies to the Marketing work area within Microsoft Dynamics CRM. The Dynamics CRM Marketing work area provides a way for your sales force to run sales-driven marketing activities. If you use Microsoft Dynamics Marketing along with Dynamics CRM, you might be looking for a similar topic for that product. Dynamics Marketing provides a full-scale set of functionality, automation, and analytical insights for multistage and multichannel campaigns. More information: Microsoft Dynamics Marketing Help Center

Your marketing list is the core of running a successful marketing campaign. It can include any one type of customer record, such as leads, accounts, or contacts.

You can create two types of marketing lists:

  • Static   Use a static list if you prefer to add and update members manually.

  • Dynamic   Use a dynamic marketing list if you want the list to return a list of members dynamically when needed, based on search criteria you set. For example, if you want to run a campaign to members of a specific city, use a dynamic list. A dynamic marketing list retrieves the updated list of members each time you open the list, create a quick campaign from this marketing list, or distribute a campaign activity for a campaign associated with this marketing list.

Create a marketing list

  1. Follow the steps for the app you're using.

    If using the CRM web application

    1. On the nav bar, choose Microsoft Dynamics CRM > Marketing.

      Marketing appears on the nav bar.

    2. Choose Marketing > Marketing Lists.

    If using CRM for Outlook

    • In the Navigation Pane, expand your organization if necessary, and then click or tap Marketing > Marketing > Marketing Lists.

  2. Click or tap New.

  3. Add or change the information in the Summary area. This screenshot provides an example.


    Note

    To look up records in the Owner field, first click or tap Save, or you'll lose your changes.


  4. Click or tap Save so you can enter information in other areas of the form.

  5. Add any other information that applies to your marketing list in the Notes area.

  6. Click or tap Save.

Add members to a marketing list

Add members to a static marketing list

  1. In any marketing list record, in the Members area, click or tap the Add button.

  2. In the Manage Members dialog box, click or tap one of the following options, and then click or tap Continue.

    Add using Lookup

    1. In the Look Up Records dialog box, select your search criteria.

    2. Select the records that you want to add, click or tap Select, and then click or tap Add.

    Add using Advanced Find

    1. In the Add Members dialog box, click or tap Select, and then click or tap the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

    2. Click or tap Equals, and then click or tap a query relational operator (for example Contains or Begins With).

    3. Click or tap Enter Text, and then type the value that you want to locate.

    4. To specify the columns to include in the search results, click or tap Edit Columns, and then Add Columns. Then select the columns that you want to add, and click or tap OK.

    5. Click or tap Find.

    6. Select the members that you want to add, click or tap one of the following, and then click or tap Add to Marketing List.

      • Add only the selected members to the marketing list

      • Add all the members returned by the search to the marketing list

    Remove using Advanced Find

    1. In the Add Members dialog box, click or tap Select, and then click or tap the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

    2. Click or tap Equals, and then click or tap a query relational operator (for example Contains or Begins With).

    3. Click or tap Enter Text, and then type the value that you want to locate.

    4. To specify the columns to include in the search results, click or tap Edit Columns, and then Add Columns. Then select the columns that you want to add, and click or tap OK.

    5. Click or tap Find.

    6. Select the members that you want to remove, click or tap one of the following, and then click or tap Remove from Marketing List.

      • Remove only the selected members from the marketing list

      • Remove all the members returned by the search from the marketing list

    Evaluate using Advanced Find

    1. In the Add Members dialog box, click or tap Select, and then click or tap the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types. When you select a related record type, a new line appears with another Select list for the related record type.

    2. Click or tap Equals, and then click or tap a query relational operator (for example Contains or Begins With).

    3. Click or tap Enter Text, and then type the value that you want to locate.

    4. To specify the columns to include in the search results, click or tap Edit Columns, and then Add Columns. Then select the columns that you want to add, and click or tap OK.

    5. Click or tap Find.

    6. Select the members that you want to keep, click or tap one of the following, and then click or tap Update Marketing List.

      • Keep only the selected members in the marketing list

      • Keep all the members returned by the search in the marketing list

Define the member selection criteria for a dynamic marketing list

  1. In any marketing list, in the Members area, click or tap click or tap the Add button.

  2. In the Manage Members dialog box, click or tap Select, and then click or tap the field on which you want to search, such as Account Name or City. You can select fields from the current record type, or from related record types.

    When you select a related record type, a new line appears with another Select list for the related record type.

  3. Click or tap Equals, and then click or tap a query relational operator.

  4. Click or tap Enter Value, and then type the value that you want to locate (for example, "Seattle" or "Email").

    For some values, you can click or tap the Lookup icon to open the Select Values dialog box and select the value you want.

  5. To specify the columns to include in the search results, click or tap Edit Columns, and then Add Columns. Select the columns that you want to add, and click or tap OK.

  6. Click or tap Use Query to add the matching records to your dynamic marketing list.

Associate campaigns or quick campaigns to a marketing list

After you have created a campaign or quick campaign, you can associate it to your marketing list. You can also create a new campaign or quick campaign from your marketing list.

  1. In the Campaigns or Quick Campaigns area, click or tap click or tap the Add button.

  2. Search for the campaign or quick campaign you want to associate to this marketing list.


    Note

    If you don't have any campaigns, or if you want to create a new one, you can click or tap + New.

    If you don't have any quick campaigns, the Quick Campaign Wizard will start.


 
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