How to Create a Marketing List in CRM Dynamics 2011

How to Create a Marketing List in CRM Dynamics 2011

In this post i am going to explain, how you can create and manage marketing list using CRM Dynamics 2011.

Creating a marketing list

Here i am giving example of my working environment, you can easily convert this example according to your scenario. If you have any questions please ask thanks

– To create a marketing list click on “Marketing” in the bottom left hand menu bar

Click on “Marketing Lists” on the left menu

Click on “New” from the top ribbon bar

How to Create a Marketing List in CRM Dynamics 2011
CRM Marketing list

– To create a new marketing list click “New”

– Choose a suitable name for your list. NAMING CONVENTION AGREED WILL BE LISTED HERE Prefix the name with MRA_ Please note that many departments will have access to CRM and as such compliance with the naming convention here, and elsewhere is mandatory.

– Choose the “Member Type”  –  this should be “Prospects “ for potential students and “Contacts” for current students and alumni.

– Choose the “Type” –

  •   If you choose “Dynamic” in the “Type” field the marketing list will automatically update based on the criteria and contents of the Advanced Find search that apply to this list
  •    If you choose “Static” in the type field then the marketing list will take the current contents of the advance find search but will not update members automatically in the future

– Click “Save” from the top ribbon menu.

– Choose the “Member Type”

– Choose the “Type”

  • If you choose “Dynamic” in the “Type” field the marketing list will automatically update based on the criteria and contents of the Advanced Find search that apply to this list
  •  If you choose “Static” in the type field then the marketing list will take the current contents of the advance find search but will not update members automatically in the future

– Click “Save” from the top ribbon menu.

How to Create a Marketing List in CRM Dynamics 2011
New CRM Marketing List

 

– Click “Manage Members” in the top ribbon bar

–  In the pop up box Choose “Use Advanced Find” to add members and click “OK”.

How to Create a Marketing List in CRM Dynamics 2011
CRM Marketing List manage members

 

–  Use the drop down box on “Use Saved View” and select a saved query that you have made earlier

–  Click “Find”.

How to Create a Marketing List in CRM Dynamics 2011
CRM Dynamics View

–  Select the students you would like to add to the marketing list as required.

–  Click “Add to marketing list”.

How to Create a Marketing List in CRM Dynamics 2011
Crm Dynamics Manage Members

 

 You can then click on “Save and Close” from the top ribbon bar to finalise and confirm your marketing list. This can then be used for various campaigns.

How to Create a Marketing List in CRM Dynamics 2011

CRM Dynamics Final Marketing List

I hope you enjoyed this post, please don’t forget to give comments thanks

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