Marketing Lists - Create a marketing list that has contacts based on the Account Status. RRS feed

  • Question

  • Hello

    I got a ticket today from our Sales Ops team and they are trying to create a Marketing list.

    They want to be able to create the Marketing list based on Contacts based on the Account Status of the Accounts they are associated with. Currently our system does not does this automatically because we have Contacts that can be associated with more then one Account.

    I am pulling my hair out trying to figure out how to get this done, and I don't have a lot of hair left to pull out.

    Any help would be most appreciated .

    Quickly blading Admin

    Friday, March 7, 2014 4:53 PM

All replies

  • When you say "Contacts that can be associated with more then one Account" Can you explain how your system is connecting Contacts to Account.

    Is it via the generic connection entity or an custom intersect entity or a custom Many to Many relationship.

    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

    Saturday, March 8, 2014 5:16 AM
  • Thank Eric for answering me.

    Guess I have to start from a Lead.

    When we have a Sales person qualify a Lead our CRM automatically creates a Contact and an Account.

    This is the first association between Contact and Account.

    We have a number of Accounts that can have the same contact information.. So lets say that we have ABC Hotel. And that is the name of the Hotel chain, but we have different contacts for each hotel in each state.

    So 1 Master Account and we can have 15 contacts all can pointing to this master account.

    Monday, March 10, 2014 1:42 PM
  • Thanks for the clarification but I am afraid with that structure, I don't think you can get away doing one Dynamic Marketing List. Perhaps some experts out there can help.

    But if I am reading your implementation correctly, you have the standard Contact to Parent Account (originated from a Lead) then you also have Contact to Parent Account with Parent Account (Master-Child Accounts)

    If you get away with 2 separate Marketing Lists then this is what the sample Advance Find would look like (modify the attributes to your requirements):

    Eric UNG [Senior Analyst Programmer :: Sydney, Australia]

    Tuesday, March 11, 2014 11:02 AM