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    Hi,

    i have created a Campaign with a marketing List attached to it. The marketing list consists of accounts (Companies). Wanted to know when an email campaign is created and the marketing list is selected will the email go the all the contact associated with that company. If not what is the procedure to make sure all the contacts associated the company receives the email.

    Regards

    Lokesh S

    Lokesh S
    Monday, January 16, 2012 10:53 AM

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    The e-mails will be delivered to the members of the marketing list(s) associated with the campaign. So if your marketing list members are accounts, then the e-mails will be delivered to the e-mail address of each account, e-mails will not be delivered to contacts associated with the accounts. If you want e-mails delivered to contacts, then you'd need to build a marketing list containing those contacts.

    Hope this helps.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 16, 2012 11:03 AM
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  • Question
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    The e-mails will be delivered to the members of the marketing list(s) associated with the campaign. So if your marketing list members are accounts, then the e-mails will be delivered to the e-mail address of each account, e-mails will not be delivered to contacts associated with the accounts. If you want e-mails delivered to contacts, then you'd need to build a marketing list containing those contacts.

    Hope this helps.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 16, 2012 11:03 AM
    Moderator
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    Neil,

    Contacts stores information about a Contact and Account stores information about Company

    I would like to send e-mailer to contacts based on their company information like industry or revenue but contacts doesn’t stores company information.

    For small list I can use lookup and select the contacts based on Parent contact as I would be knowing whom to send but when I am working on a big list it would become difficult for me to go to each record and select the contacts as it would be time consuming.

    Is there any method where I can use or create a contact list based on company information?

    regards

    Lokesh S

    Lokesh S
    Monday, January 16, 2012 1:18 PM
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    Yes, you can use the use Advanced Find to Add Members option to add contacts to a marketing list based on attributes of the contacts' parent accounts. For example, contacts where the parent account Industry is Information Technology and City is Redmond.

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Monday, January 16, 2012 1:44 PM
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    Hi Neil,

    I tried to using Advanced Find based on attributes of the contacts “parent accounts” and extract the data but when contacts came out I could see only the Primary Contact information is extracted. Is there any method so that I can extract all the contact associated to the company?

    Regards

    Lokesh S
    Tuesday, January 17, 2012 12:25 PM
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    Using Advanced Find:

    Look for: Contacts

    Related: Account (Parent Customer)

      <insert your account criteria here>

    Find.

    This will return a list of all contacts associated with a parent account that meets your criteria. If you are getting a list of only primary contacts, then you have selected the wrong related relationship (probably, Accounts (Primary Contact)).

    Neil Benson, CRM Addict and MVP at Customery Ltd. You can reach me on LinkedIn or Twitter. Join over 10,000 other CRM professionals on the Microsoft Dynamics CRM group on LinkedIn.

    Tuesday, January 17, 2012 12:35 PM
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    Hi Neil,

    Please see the screen shot, i don’t find Account (Parent Customer) in the dropdown.

    Lokesh S
    Tuesday, January 17, 2012 12:59 PM