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

– 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.

– Click “Manage Members” in the top ribbon bar

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

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

–  Click “Find”.

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

–  Click “Add to marketing list”.

– 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.

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