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I want to determine how a dynamic marketing list has grown over time. I need to be able to pinpoint dates for example number of members on marketing list at week 1, week 2, week 3...
I have lots of leads that come in via a CRM-web interface that get added to these dynamic marketing lists. Today I can have 1000 leads on the list and next week 1200 and the week after that 1100. I just want to be able to monitor the number/growth on a weekly basis. Bear in mind I have lots of these dynamic lists.
Could this be done via a report? If so what parameters would I need?
the date for that is stored on a N:N entity called listmember. It can be accessed with SQL through FilteredListMember. You should be able to report on that if your CRM is on premises. Or though Fetch reports if online
<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true">
<attribute name="createdon" />
<order attribute="createdon" descending="false" />
but fetch can be limited to aggregate the max of 50000 records
That is another idea but seems more limited
For dynamic marketing list, you cannot see the relationship through database, CRM didn't store it, the only thing is just the Fetch XML Query result that will determine the result.
So, if you want to do snapshot to do monitoring, you can do that just by retrieving the fetch XML from the Marketing List and show it in the report, but like I mentioned, since it is dynamic, there is no any data in the database except its query to determine the dynamic result, nor parameter.
Just retrieve the query..
For imagination, you can try to refer this link to know dynamic vs static Marketing List and how in the database.
"Let’s contrast this with a dynamic Marketing List which doesn’t use the List or List Member tables at all. Instead, the List table stores a field called Query which stores a FetchXML query string to determine the Marketing List members. Carrying on with the example above, we would have a FetchXML representation of “all Contacts who live in Auckland”. When the Marketing List is opened in CRM and a user clicks on Marketing List Members, CRM will run the FetchXML query at runtime and display the results to the user."
So, yes, you need to do query to get the snapshot..
Because the dynamic Marketing List concept, it doesn't grow up as long as you don't execute the query..
So, today is 10, tomorrow can be 11 but if only you execute the query...
Different from Static, you add new member today manually, then the member numbers will increase.
If marketing list, you don't go to the marketing list or you don't execute the query either through report or programmatically, you can't see it has been grown up. You need to do snapshot per your want, daily, weekly, or whenever, but you need to execute it.
Hope this helps.
Sorry, I overlooked the "Dynamic". Aileen is correct. You need to run the same query for that dynamic list and store the count result.
since CRM doesn't have a scheduler, you may need to write code and run through a scheduler like windows task manager.
Thanks Aileen I'll give this a try.
Thanks for the tip Bruno
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