Marketing lists in Microsoft Dynamics 365 provide a way for you to group your accounts, contacts and leads so that you can market to specific segments more effectively. Marketing lists contain “members”—lead, contact, or account records—that meet a specific criteria or are managed manually by users. They can be either static or dynamic. Here are some common reasons for creating marketing lists:
- To send out company newsletters
- To distribute promotional emails
- To send event information and updates
- To use in mail merges
Elements of a Marketing List
The marketing list record contains data such as the marketing list name, what type of record the marketing list members are (lead, contact or account), and whether or not the list is Static or Dynamic. This is what the Marketing List entity looks like:
[callout align=”center” width=”90%”] Tip! A marketing list can only contain members from one of the following record types: Lead, Contact, or Account. You cannot have members from two different record types in one list. [/callout]
Static vs. Dynamic Marketing Lists
A Dynamic Marketing List is where membership to that list is defined by an advanced find associated with the marketing list. Whenever a new record is created or updated and meets the criteria of the marketing list query, it will automatically be added to the marketing list.
A Static Marketing List is where members are added using various methods except dynamically through an advanced find. Each member can be added manually or through a lookup.
In the next section of the CRM Book, you’ll find step-by-step guides on how to work with Microsoft Dynamics CRM marketing lists.