Marketing lists are groups of otherwise unrelated records. You could use marketing lists to collect a list of customers that should be included in a campaign. You might have a marketing list of your top prospects. You might even keep everyone on your Board of Directors in a marketing list.
You can create a marketing list that includes accounts, contacts, or leads. Create a marketing list of records if you ever want to include the records in a campaign or quick campaign.
Outlook 2010/Internet Explorer:
In the Navigation Pane, click Marketing and then Marketing Lists.
On the Marketing Lists tab in the Records group of the ribbon, click the New button.
Give your marketing list a name.
Choose an entity from the Member Type drop-down. (You can create a marketing list for contacts, accounts, or leads.)
Add any other field information to your marketing list.
Click the Save and Close button.
Outlook 2003/2007:
In the Navigation Pane, click Marketing and then Marketing Lists.
On the Marketing Lists menu, click the New button.
Give your marketing list a name.
Choose an entity from the Member Type drop-down. (You can create a marketing list for contacts, accounts, or leads.)
Add any other field information to your marketing list.
Click the Save and Close button.
Unlike a static marketing list, a dynamic marketing list is based on Advanced Find criteria. This means that once you create a dynamic marketing list, you won’t need to personally manage membership of the list.
Outlook 2010/Internet Explorer:
In the Navigation Pane, click Marketing and the Marketing Lists.
On the Marketing Lists tab, in the Records group, click the New button.
In the General form section, select Dynamic as the marketing list type.
Give your marketing list a name and member type and click the Save button.
On the left, click the Marketing List Members Option, then click the Manage Members button in the Actions group of the ribbon.
Configure your query and click the Use Query button.
Outlook 2003/2007:
In the Navigation Pane, click Marketing and the Marketing Lists.
On the Marketing Lists menu, click the New button.
In the General form section, select Dynamic as the marketing list type.
Give your marketing list a name, a member type, and then click the Save button.
On the left, click the Marketing List Members Option, then click the Manage Members button in the Actions group of the ribbon.
Configure your query and click the Use Query button.
New marketing lists entered into Microsoft Dynamics CRM are not active until you activate them. Only active marketing lists can be used in quick campaigns or campaigns, and you’ll need to activate a marketing list before you can add members.
Outlook 2010/Internet Explorer:
In the Navigation Pane, click Marketing and then Marketing Lists.
Highlight the marketing list you’d like to activate or deactivate.
On the Marketing Lists tab in the Records group of the ribbon, choose either the Activate or Deactivate option.
Outlook 2003/2007:
In the Navigation Pane, click Marketing and then Marketing Lists.
Highlight the marketing list you’d like to activate or deactivate.
On the Marketing Lists menu, choose either the Activate or Deactivate option.
Once you have the marketing list created, your first step will probably be to add members to the list. You can add leads, accounts, or contacts to a marketing list.
There are three basic ways to add records to a marketing list. You can import records directly into a marketing list. Using the Advanced Find feature, you can specify that any resulting records be added to the marketing list. You can also use the lookup feature to add marketing list members individually.
Outlook 2003/2007/2010/Internet Explorer:
In the Navigation Pane, click Marketing and then Marketing Lists.
Double-click the marketing list whose membership should be changed.
On the left, click the Marketing List Members option.
In the Actions group of the ribbon, click the Manage Members button.
Select a method for finding your members. You can use a simple lookup or Advanced Find. Click OK.
Find your records and add them to the marketing list.
Last year, you created a marketing list for contacts that received a holiday card. This year, you want to create another holiday card marketing list, but it might save some time to just copy last year’s list. This way, you can start with a larger list and just add the new relevant contacts that have been added in the last 12 months.
Outlook 2010/Internet Explorer:
In the Navigation Pane, click Marketing and then Marketing Lists.
Highlight a marketing list.
On the Marketing Lists tab in the Actions group of the ribbon, click the Copy to Marketing List button.
Click the New button to create a new marketing list, if necessary.
Highlight a marketing list and click OK.
Click OK to confirm that you would like all marketing list members to be copied to the new list that you highlighted in step 5.
Outlook 2003/2007:
In the Navigation Pane, click Marketing and then Marketing Lists.
Highlight a marketing list.
On the Marketing Lists menu, click the Copy to Marketing List button.
Click the New button to create a new marketing list, if necessary.
Highlight a marketing list and click OK.
Click OK to confirm that you would like all marketing list members to be copied to the new list that you highlighted in step 5.
If you’ve added a contact to a marketing list, and you find out that working with that contact will not be possible, you can remove him or her from the marketing list. Doing so will pull the contact out of any campaigns or quick campaigns that use the marketing list.
Outlook 2003/2007/2010/Internet Explorer:
In the Navigation Pane, click Marketing and then Marketing Lists.
Double-click the marketing list whose membership should be changed.
On the left, click the Marketing List Members option.
In the Actions group of the ribbon, click the Manage Members button.
Choose the Use Advanced Find to remove the member’s option and click OK.
Configure your Advanced Find, and click the Find button to see the results.
Highlight any contacts you’d like to remove and click the Remove from Marketing List button.
