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Customer experience | Sales, Customer Insights,...
Suggested Answer

How to change the columns of the query view on dynamic marketing lists

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Does anyone know how to change the view of the query results on a dynamic marketing list?

I checked all the accounts, contacts and lead views, but none of them is corresponding to this view.

After defining the query and clicking FIND

pastedimage1606404164501v1.png

The results open in a view (it's this view where the columns should be changed)

5543.Picture1.png

I have the same question (0)
  • Suggested answer
    LuHao Profile Picture
    40,892 on at

    Hi Ciql,

    The query view for managing members is exactly the same as the advanced find. You can refer to the result view in the advanced find.

    1. When you select the Use Saved View, then the columns of the result view are the same as the selected view.

    pastedimage1606460104696v1.png    pastedimage1606460126852v2.png

    pastedimage1606460185877v4.png

    2. When the Use Saved View is empty, then the columns of the result view are by default, you cannot change them.

    pastedimage1606460372287v5.png    pastedimage1606460385076v6.png

    pastedimage1606460411012v7.png    pastedimage1606460431431v8.png

    In summary, the columns in the result view are controllable only if we select Use Saved View, otherwise they are default columns and are not controllable.

    Therefore, we have to create a personal view first, set the filters and columns, and then open the Marketing List to manage members and select the new personal view.

    In this case, the columns in the result view are the columns we set in the personal view.

    pastedimage1606460848559v9.png

    pastedimage1606460923360v10.png

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