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Adding Leads to a marketing list

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Posted on by bethuwl

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?

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Nya 29,056 on at

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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.

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

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 30 on at

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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 29,056 on at

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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.

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 30 on at

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RE: Adding Leads to a marketing list

meant not create a new lead record