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I have created several marketing lists in CRM 2013. Each list has somewhere between 15-40 members. Several contacts in our CRM database are members of at least two marketing lists or more. I need visibility into which marketing lists each contact belongs to. Is there a way that I can view marketing list membership by contact? For example: Jack Shephard appears as a member of Marketing List A and Marketing List B.
Thank you for any insight/tips/guidance.
Add a subgrid in the contact form as shown in the below , this will list all marketing lists that are related to contact
There is 1:N relationship between Contact and Marketing List. You can add Marketing List in Navigation Bar of Contact through Customization of Contact Form and view the associated lists for each contact.
Basically, in CRM, Contact and Marketing List, they have N:N Relationship.
You can go to the Contact, and hover or click the chevron button at the top command section, then go to Marketing List
You can see this Contact belongs to which Marketing List
But, please be aware this is only valid for Static Marketing List, this relationship will only exist in the database for Static Marketing List and Contact.
So, for Dynamic Marketing List, since it is dynamic, can change anytime, then CRM does not store the relationship in the database.
So, you should go to Marketing List to check the Members, not from Members to check belong to which Marketing List, especially for Dynamic Marketing List.
Hope it helps!
Thank you very much! This is exactly what I am looking for.
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