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Adding Leads to a marketing list

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Posted on by 30

I have an external list of candidates.  I know the individuals are in CRM.  Is there a process that i can take the known records, using their guid, to import to add to a marketing list without creating a new contact record?

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Adding Leads to a marketing list

    Hi,

    I’d like to recommend you to create a workflow to achieve your request.

    Here is a managed solution which you can import into your environment to solve the problem that there is no OOB method to import contacts into the Marketing List via workflow.

    https://github.com/demianrasko/Dynamics-365-Workflow-Tools

     

    Then import the list of contacts into the Contact entity.

    Create a workflow targeting at Contact entity and starting when a record is created.

     pastedimage1617261347548v1.png

    Add the step to add the contacts into a certain existing marketing list.

     pastedimage1617261353471v2.png

    pastedimage1617261359443v3.png

    Of course, you can set a condition before the above step. For example, only certain fields of contact meet certain criteria to be added to this marketing list.

    Remember to deactivate this workflow after importing if you don't set the conditions, otherwise it will add any contacts you create later to this marketing list.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • bethuwl Profile Picture
    bethuwl 30 on at
    RE: Adding Leads to a marketing list

    The external list is a list of contacts, i have the guid of these records.  Is there a way to take the excel document with guid of the contacts and add them to a contact based marketing list?

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Adding Leads to a marketing list

    Hi,

    It is impossible to achieve.

    For there’s a require field “Marketing List Member Type” in the Marketing List entity which only contains three types – Account / Contact / Lead and the options cannot be added or deleted.

     pastedimage1617240238563v1.png

    If the external list of candidates are not the records of any of these three entities, they cannot be added to the Marketing List.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

  • bethuwl Profile Picture
    bethuwl 30 on at
    RE: Adding Leads to a marketing list

    meant not create a new lead record

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