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CRM 2011 Dynamic Marketing List as Advanced Find RRS feed

  • Question

  • We have both static and dynamic Marketing Lists and we want to combine them to create one list so that we can build a quick campaign across multiple lists.  But when using Advanced Find to get Contacts on a Dynamic Marketing List nothing is returned.  Can someone explain why or how we can combine lists please?
    Thursday, October 20, 2011 10:17 AM

Answers

  • Hi Joel - this would be such a good solution - if only you could include Marketing Lists in the dynamic query.  But you can't!  I think the only solution we have is to create a full Campaign with multiple lists, when in reality as these are weekly publications that we just want to email out, we were hoping to just use Quick Campaigns.  Either that, or as Leon suggested, have another flag that we set for the ad hoc recipients, but this is going to get cumbersome I think because of the number of different 'ad hoc' situations.
    Sue Neilson Sovereign Business Integration plc
    • Marked as answer by SueNeilson Monday, February 20, 2012 10:28 AM
    Thursday, December 1, 2011 8:38 AM

All replies

  • I've noticed this too. It is a little annoying. My recommendation would be to simply get the rules from the dynamic marketing list and use the rules for the advanced find rather than list membership.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet http://www.twitter.com/leontribe

     


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Thursday, October 20, 2011 10:22 AM
    Thursday, October 20, 2011 10:22 AM
  • It's because the dynamic marketing lists are merely a saved advanced finds and don't actually store any membership data.  This should be one of the considerations when determining if you should use a dynamic or static marketing list for a specific scenario.
    Thursday, October 20, 2011 11:06 AM
    Moderator
  • Thanks for the replies - but isn't this rather limiting?  We need to regularly send out publications to a dynamic list of Contacts but with a few additional fixed names (always the same few, hence the existing Marketing List for them).  So how can we achieve this?  I really don't want someone to have to build the advanced find every time, but the alternative seems to be that we have to essentially send the publication out to two lists, rather than combining them into one. 
    Sue Neilson Sovereign Business Integration plc
    Monday, October 31, 2011 3:04 PM
  • You could have a subscription flag on all contacts and flag the ones you want. Then it is a case of an OR statement between the criteria.

    Leon Tribe

    Want to hear me talk about all things CRM? Check out my blog
    http://leontribe.blogspot.com/ 
    or hear me tweet http://www.twitter.com/leontribe


    Want to hear me talk about all things CRM? Check out my blog http://leontribe.blogspot.com/ or hear me tweet @leontribe
    • Proposed as answer by Leon TribeMVP Wednesday, November 30, 2011 2:42 PM
    Wednesday, November 30, 2011 2:42 PM
  • If you create a Marketing Campaign, you can add multiple Marketing Lists into it (Static or Dynamic).
    Thursday, December 1, 2011 12:12 AM
  • this is a good solution--have a dynamic list and a static list, one for the "ad hoc" members and one for the dynamic query.  Then bring them together either on another dynamic marketing list or have two lists associated with your campaign.
    Thursday, December 1, 2011 5:02 AM
    Moderator
  • Hi Joel - this would be such a good solution - if only you could include Marketing Lists in the dynamic query.  But you can't!  I think the only solution we have is to create a full Campaign with multiple lists, when in reality as these are weekly publications that we just want to email out, we were hoping to just use Quick Campaigns.  Either that, or as Leon suggested, have another flag that we set for the ad hoc recipients, but this is going to get cumbersome I think because of the number of different 'ad hoc' situations.
    Sue Neilson Sovereign Business Integration plc
    • Marked as answer by SueNeilson Monday, February 20, 2012 10:28 AM
    Thursday, December 1, 2011 8:38 AM