Customer Engagement & Dynamics CRM Forum

Expand all | Collapse all

In-App Marketing - Marketing List

  • 1.  In-App Marketing - Marketing List

    Posted May 29, 2019 12:08 PM
    ​We are just getting started using the in-app marketing module to generate marketing lists. The native functionality requires you choose from either Accounts, Contacts or Leads entities to select members. Is there a way to choose one entity but use the advanced find to query for a field from one of the other related entities? For example, if I generate a Contact marketing list can I query for a field in the associated Account?

    Debbie Carrier
    LMI Corporation
    Fenton MI

  • 2.  RE: In-App Marketing - Marketing List

    Posted May 31, 2019 04:34 AM
    Hi Debbie, this is very easy to do. Simply click on Manage Members and use the Advanced Find method to lookup the Contacts you wish to add to the marketing list. In the Advanced Find screen, you can set your criteria for the Contact as well as for its Related records, such as its parent account (when looking at the Contact fields in Advanced Find, scroll all the way down and you will see another set of fields under the subheading 'Related'). Your advanced find will look something like this:

    Matt Wittemann
    Senior Director, Presales Consulting
    The Hague

If you've found this thread useful, dive deeper into User Group community content by role