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Microsoft Dynamics CRM (Archived)

Workflow Check Condition - Contact is part of a marketing list

Posted on by Microsoft Employee

Hi - I am doing some campaign automation with ClickDimensions and in order for me to correctly get the campaign to work I need to run a workflow and check if a contact has purchased a particular product.  

When an opportunity is won it will add the contact to the master marketing list - for now lets call this "A"

During the campaign automation I want to run an on demand workflow to check if a customer has bought specific type of product, I only want to run this workflow against the contacts in the static marketing list "A" and then if they have bought the product add them into marketing list "B".

When creating a workflow against a contact record I want to set a check condition that says only run the workflow against contacts that are in marketing list "A" however there seems to be no option when creating the workflow against contacts when adding the check condition to use marketing lists as a condition type.

If I do an advanced find against contacts I can see marketing lists and can find records.

Is this not possible in a workflow?  If not is there any work-arounds anyone can suggest.

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  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: Workflow Check Condition - Contact is part of a marketing list

    Hello,

    You can use my UWT and Is Relationship Exists step - github.com/.../v1.5.1.1

    Good luck. Feel free to get in touch if you have issues.

  • Suggested answer
    Rawish Kumar Profile Picture
    Rawish Kumar 13,756 on at
    RE: Workflow Check Condition - Contact is part of a marketing list

    that's the limitation of workflow. you can do anything with N:N or 1:N records.

    You will have to use custom workflow which should have a input parameter in this case contact - in the code check if this contact is the required marketing list and pass output parameter as "True" or "False".

    based on the outcome then when you sending the email you will have option to check if output parameter == true , send email otherwise stop the worrkflow.

    docs.microsoft.com/.../create-custom-workflow-activity

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