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Inactive members in marketing lists RRS feed

  • Question

  • Hi

    It's just come to my notice that a contact and/or account is not automatically removed from a marketing list when they are set to inactive - we have consequently been sending out marketing material to people we shouldn't have. What's the best way to deal with this going forward? For example, do I have to write a workflow which automatically removes them if record is deactivated?

    Thanks

    Thursday, September 2, 2010 4:01 PM

Answers

  • Maybe too late for the original poster, but for reference an alternative would be to have a plugin or workflow that sets the 'Do Not Receive Marketing' flag to No when the record is disabled. The record can stay in the list (which could be useful for historical purposes), but would not receive any communications sent via campaigns. I think you could do this with workflow, but it's a bit messay as you'd have to reenable the record to change the field, which is why I'd favour a plugin for this 


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Monday, October 18, 2010 3:53 PM
    Moderator

All replies

  • before sending out emails or generating marketing list you can use advanced find to remove member in the list as mentioned below..

    you can search for accounts/contacts belonging to this marketing list and status Eq inactive.....just remove relevant members..and you should be fine...

     


    MayankP My Blog My twitter
    Thursday, September 2, 2010 4:16 PM
  • Sure I can - but my own preference would be that these inactive entities be removed by default. At the moment we have separate code that automatically uses these lists to generate email campaigns etc. I suppose I will now have to add an additional check in to this bespoke code. Thanks anyway.
    Thursday, September 2, 2010 4:20 PM
  • Maybe too late for the original poster, but for reference an alternative would be to have a plugin or workflow that sets the 'Do Not Receive Marketing' flag to No when the record is disabled. The record can stay in the list (which could be useful for historical purposes), but would not receive any communications sent via campaigns. I think you could do this with workflow, but it's a bit messay as you'd have to reenable the record to change the field, which is why I'd favour a plugin for this 


    Microsoft CRM MVP - http://mscrmuk.blogspot.com  http://www.excitation.co.uk
    Monday, October 18, 2010 3:53 PM
    Moderator