Marketing list validation
Question
Answers
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Hi,
The usual way that these requirements are handled is using CRM2011 is to use a Campaign.
You would have the Marketing team create the campaign, assign the Marketing List(s) and create the Campaign Activities, but not distribute them.
When the status is changed to 'Ready to Launch' you could automatically start a workflow that creates a 'Planning Task' and assigns it to the manager. They would then could then approve the list and advance the status to a new state of 'Approved' (or similar) which would notify the campaign owner of it's readyness.
If you need gain approval for each member of the marketing list, then I would take a slightly different approach by creating a custom entity named 'distribution list member' linked to accounts via a N:1 - and have a status of 'Proposed' and 'Approved'. You could then add a workflow on the creation of these entities to gain approval from the account owner. When Marketing create the marketing campaign, they would first perform an advanced find to create the distribution list member records (using a on demand workflow), then they would add accounts to marketing lists only where the account has an 'approved' distribution list record. Of course, if you only have a single approval - you could simply have a custom field on the account for the approval status.
hth
Scott Durow
Read my blog: www.develop1.net/public
Follow Me on Twitter
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"- Proposed as answer by Scott Durow (MVP)MVP, Editor Saturday, March 23, 2013 10:49 AM
- Marked as answer by JLattimerMVP, Moderator Saturday, April 6, 2013 3:56 AM
All replies
-
Hi,
The usual way that these requirements are handled is using CRM2011 is to use a Campaign.
You would have the Marketing team create the campaign, assign the Marketing List(s) and create the Campaign Activities, but not distribute them.
When the status is changed to 'Ready to Launch' you could automatically start a workflow that creates a 'Planning Task' and assigns it to the manager. They would then could then approve the list and advance the status to a new state of 'Approved' (or similar) which would notify the campaign owner of it's readyness.
If you need gain approval for each member of the marketing list, then I would take a slightly different approach by creating a custom entity named 'distribution list member' linked to accounts via a N:1 - and have a status of 'Proposed' and 'Approved'. You could then add a workflow on the creation of these entities to gain approval from the account owner. When Marketing create the marketing campaign, they would first perform an advanced find to create the distribution list member records (using a on demand workflow), then they would add accounts to marketing lists only where the account has an 'approved' distribution list record. Of course, if you only have a single approval - you could simply have a custom field on the account for the approval status.
hth
Scott Durow
Read my blog: www.develop1.net/publicFollow Me on Twitter
If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"- Proposed as answer by Scott Durow (MVP)MVP, Editor Saturday, March 23, 2013 10:49 AM
- Marked as answer by JLattimerMVP, Moderator Saturday, April 6, 2013 3:56 AM
