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Campaign Creation Problem RRS feed

  • Question

  • hi all,

     

    i have created an entity name: "XYZ"

    im not able to create marketing lists from xyz.(i tried but i got enter memeber value).

     

    cant i create marketing lists from XYZ and campaign accordingly??


    Thanks & Regards Vijender Reddy
    Wednesday, August 25, 2010 12:35 PM

Answers

  • Hey,

    The target for campain is Marketing list, and as I told you, you can only include account,contact and lead in marketing list. so if you want to include your custom records in marketing list i will suggest you to import them in lead.

    Hope it will help


    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by Vijji MSL Wednesday, August 25, 2010 1:06 PM
    Wednesday, August 25, 2010 12:56 PM
    Moderator

All replies

  • you can only create marketing list from Account, Contact and Lead
    Mahain : http://mahenderpal.wordpress.com
    • Proposed as answer by HIMBAPModerator Wednesday, August 25, 2010 12:40 PM
    Wednesday, August 25, 2010 12:40 PM
    Moderator
  • hi pal,

     

    take this scenario....

    im having an excel sheet of firstname,lastname,company name.........    

     

    that excel list i would like to enter onto crm in XYZ entity

    (xyz is an entity juss like lead,contact,oppurtunity,account)

     

     

    i will campaign and based on the response i will convert them into lead/oppurtunity.

     

    my question is cant i create campaign from xyz??

    can u elaborate it plz


    Wednesday, August 25, 2010 12:47 PM
  • Hey,

    The target for campain is Marketing list, and as I told you, you can only include account,contact and lead in marketing list. so if you want to include your custom records in marketing list i will suggest you to import them in lead.

    Hope it will help


    Mahain : http://mahenderpal.wordpress.com
    • Marked as answer by Vijji MSL Wednesday, August 25, 2010 1:06 PM
    Wednesday, August 25, 2010 12:56 PM
    Moderator
  • Hi Vijeder,

    as Mahender correctly pointed out you can only do Marketing List against Lead/Account/Conatct so you need to have one of these record created to able to do campaing against them in CRM.

     

     


    MayankP My Blog My twitter
    Wednesday, August 25, 2010 12:58 PM
  • thanks pal && mayankp

     


    Thanks & Regards Vijender Reddy
    Wednesday, August 25, 2010 1:06 PM