Can auto updated subscription list when we create a new contact?

(0) Share

Report

Posted on by Johnson95

Hi, Mates,

Can the subscription list be auto-updated when i add a new contact? Does it link or relationship among contact and subscription list? Thanks

I have the same question (0)

All responses (6)

Answers (1)

Johnson95 94 on at

Like (0)

Report
Copy link

Link copied!

Hi Homie,

Anyone got some ideas or answer to this question? Thanks

Was this reply helpful? Yes No
Verified answer

cloflyMao 25,210 on at

Like (1)

Report
Copy link

Link copied!

Hi Johnson,

We can do it with workflow and a 3rd party solution: Dynamics-365-Workflow-Tools, it included a step "Add To Marketing List" for us to add a contact to a specific marketing list easily.

https://github.com/demianrasko/Dynamics-365-Workflow-Tools/blob/master/docs/Add%20To%20Marketing%20List.md

From beginning we open setting center: Top right gear icon > Advanced settings.

1. Import the solution

Settings > Customization > Solutions.

2. Create a contact based workflow

Settings > Processes, the workflow will start when a new record is created, and run at organization scope.

add the step:

set properties, contact is from record context.

Now we create a new contact, after several seconds, check whether the workflow has run successfully.

Result: the Clofly 123 has been added to Business newsletter list successfully.

You can add some conditions in workflow to determine whether new contact should be added to list.

Regards,

Clofly

Was this reply helpful? Yes No
Johnson95 94 on at

Like (0)

Report
Copy link

Link copied!

Thanks, Clofly.

Is this answer for workflow? Or for third party solution's answer?

From Johnson

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi Johnson,

It is for workflow.

By default, we need to write code to extend OOTB workflow to add contact to marketing list,

while the third party solution: Dynamics 365 Workflow Tool can help us to do it without code.

The solution is open source and free to use.

Regards,

Clofly

Was this reply helpful? Yes No
Johnson95 94 on at

Like (0)

Report
Copy link

Link copied!

Hi Clofly,

Instead of using third party solution, got any way or code to let the process/flow successful?

Thanks.

From

Johnson

Was this reply helpful? Yes No
cloflyMao 25,210 on at

Like (0)

Report
Copy link

Link copied!

Hi Johnson,

Yes, we can also use a bound action called "AddMemberList" to add a contact to a specific marketing list.

In Power Automate, select "Common Data Service(Current environment)" > perform a bound function,

In the action, set Entity name to Marketing lists, and Action Name is AddMemberList;

Item ID is the marketing list id, and EntityId is the id of contact who you want to add to marketing list.

Result:

Then the target contact should have been added to the specific list.

You can find introduction about the action here:

https://docs.microsoft.com/en-us/dynamics365/customer-engagement/web-api/addmemberlist

Regards,

Clofly

Was this reply helpful? Yes No