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Microsoft Dynamics CRM
Customer Center
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Microsoft Dynamics CRM
Customer Center
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Define marketing lists and add members to it to quickly reach members you want to target your marketing activities at.
Create a marketing listFollow the steps for the app you're using.
If using the CRM web application
On the nav bar, click or tap Microsoft Dynamics CRM > Marketing.
Marketing appears on the nav bar.
Click or tap 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.
Click or tap New.
Type information in the text boxes.
Hovertips provide hints about what to enter.
If you don't see something you need in the list, ask your system administrator to customize your organization's CRM interface.
When you're ready to save your data, click or tap Save.
To add any other information that applies to your marketing list, under Notes, click or tap Notes, and enter the details.
Click or tap Save.
Note
After you create a marketing list, you can't change the member type.
After you create an empty marketing list, you must add marketing list members before you can use the list.
If you enter a value in the Cost box, you must enter a value with commas and decimal points only. Don't enter a currency symbol.
Add members to a marketing list
Add members to a static marketing list
In any marketing list record, in the Members area, click or tap the Add icon .
In the Manage Members dialog box, click or tap one of the options in the first column of the following table, and click or tap Continue.
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Option |
Do This |
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Add using Lookup |
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Add using Advanced Find |
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Remove using Advanced Find |
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Evaluate using Advanced Find |
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Add members to a dynamic marketing list
In any marketing list, in the Members area, click or tap click or tap the Add icon .
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.
Click or tap Equals, and then click or tap a query relational operator.
Click or tap Enter Value, and then type the value that you want to locate (for example, "Seattle" or "E-mail").
For some values, you can click or tap the Lookup icon to open the Select Values dialog box and select the value you want.
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.
Click or tap Use Query.
The records that match the query are added to the dynamic marketing list.
See Also
Target the right customers with marketing lists
View the audit history of individual records
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