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Marketing List Members & Workflows RRS feed

  • Question

  • Good morning,

    I'm trying to build a fairly simple Event management toolkit in CRM 2011 (on-premise)

    I have an Events entity, which contains all the details (start data, end date, venue, title etc) and this also has a lookup for the Marketing List to use for invites etc.

    What I need to be able to do is to parse that Marketing List and against each member of the list, add a new activity called an "Event Invite" that contains the name of the event and a few other details specific to that contact.

    I'm aware I cannot retrieve members of a marketing list directly within a workflow but am struggling to find, and understand how to use, any simple code that can parse the members of a Marketing List passed as a parameter or a field value, and then run a workflow against them.

    Can anybody please help me with this? I find it really surprising that there is no easy way of running workflows against Marketing Lists so that you can create related activities etc.

    Any help is much appreciated, although I would be grateful for very simplistic instructions on how to implement any solution.

    Many thanks

    Mike

    Tuesday, January 24, 2012 8:54 AM

Answers

  • ListMember is the entity that stores the information about the members stored in a static Marketing List. You can retrieve the members of a list by the marketing list id.

    Dynamics Marketing Lists however only store the query to retrieve the members of the marketing list. The is stored in the Query attribute of the list entity. You can check this post for further help in reading members of dynamic lists http://inogic.blogspot.com/2011/11/where-are-list-members-of-dynamic.html

    Once you have the members you can create the required activities for the members.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Friday, January 27, 2012 4:02 AM
    • Marked as answer by Mike Hartley Wednesday, February 8, 2012 11:25 AM
    Friday, January 27, 2012 4:02 AM
  • You will need to create a custom workflow assembly that takes the Marketing List id as the parameter.

    You will not be able access Marketing list members through out of the box workflow designer.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Monday, January 30, 2012 12:30 PM
    • Marked as answer by Mike Hartley Wednesday, February 8, 2012 11:25 AM
    Monday, January 30, 2012 12:29 PM

All replies

  • Hi Mike,

    Marketing List is enabled for Workflows. If a custom logic is required in your business logic, like looping of list of records, you will need to write a workflow custom activity.

     

    Thanks,
    Mesganaw

    Thursday, January 26, 2012 11:50 PM
  • ListMember is the entity that stores the information about the members stored in a static Marketing List. You can retrieve the members of a list by the marketing list id.

    Dynamics Marketing Lists however only store the query to retrieve the members of the marketing list. The is stored in the Query attribute of the list entity. You can check this post for further help in reading members of dynamic lists http://inogic.blogspot.com/2011/11/where-are-list-members-of-dynamic.html

    Once you have the members you can create the required activities for the members.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Friday, January 27, 2012 4:02 AM
    • Marked as answer by Mike Hartley Wednesday, February 8, 2012 11:25 AM
    Friday, January 27, 2012 4:02 AM
  • Thanks for the answer.

    Assuming it's a static list (as that should be the easiest) how do I, within a workflow, process all the ListMembers of a marketing list that is named in a field called "Marketing List 1"

    No matter how I try, I can never see or reference ListMembers within a workflow?

    Cheers,

    Mike

    Monday, January 30, 2012 9:17 AM
  • You will need to create a custom workflow assembly that takes the Marketing List id as the parameter.

    You will not be able access Marketing list members through out of the box workflow designer.

    HTH

    Sam


    Dynamics CRM MVP | Inogic | http://inogic.blogspot.com| news at inogic dot com

    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by Sam - Inogic Monday, January 30, 2012 12:30 PM
    • Marked as answer by Mike Hartley Wednesday, February 8, 2012 11:25 AM
    Monday, January 30, 2012 12:29 PM