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Quickest way to create Marketing Lists

  • 1.  Quickest way to create Marketing Lists

    SILVER CONTRIBUTOR
    Posted 17 days ago
    If I already have all the contacts in D365 database, and I need to create a Static Marketing list with select names (I have an Excel of the names and emails), is there a fast way to add those names to a marketing List aside of manually looking up and adding each one?

    Thank you!

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    Kristina Bjerknes
    REDW
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    Conference-CRMUG_200x200


  • 2.  RE: Quickest way to create Marketing Lists

    Posted 16 days ago

    Hey Kristina,

    You could probably do something by importing your list as Connections as per the article below. Depends largely if you already use connections for something else and dont want this data in there.

    Having imported it you could advanced find the contacts based on it.

    https://dyn365pros.com/2019/02/25/how-to-add-names-to-microsoft-dynamics-365-marketing-lists-by-using-connections/

    Jamie



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    Jamie Parbery
    Kier Ltd
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    Conference-CRMUG_200x200


  • 3.  RE: Quickest way to create Marketing Lists

    TOP CONTRIBUTOR
    Posted 16 days ago
    Hi Kristina,

    I don't believe there is a way to do this out of the box. But here are two other alternatives:

    * If you have ClickDimensions, try using their list import feature. It includes an "import and add to Marketing List" feature, and I believe if you have "do not import duplicates" turned on, then it will add the duplicates to the designated Marketing List without creating a duplicate record.

    * You could also use Robotic Process Automation (RPA) using uiPath (another third party tool). RPA is a new approach to process automation where you can automate human interaction with your monitor and keyboard to get the computer to do what you would otherwise have to do manually (i.e. look at Excel to get a name, type the name into CRM to look it up, add it to a Marketing List and then move on to the next name). If you guys already have uiPath, it's a great solution.

    Hope one of those is helpful.


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    Geoff Ables
    Managing Partner
    C5 Insight
    Charlotte NC
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    Conference-CRMUG_200x200


  • 4.  RE: Quickest way to create Marketing Lists

    SILVER CONTRIBUTOR
    Posted 16 days ago
    Thank you all for great suggestions!

    @Geoff Ables, thank you so much! Yes we do have Click Dimensions, and yes, I tested and that method works! So thank you very much, very helpful!


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    Kristina Bjerknes
    REDW
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    Conference-CRMUG_200x200


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