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Microsoft Dynamics CRM (Archived)

Marketing List to Event List

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Hello,

My organization is having a difficult time finding an easy way to use the marketing list to update an event list. For example, our sales team will add their clients to a marketing list for the contact's page. The events team will build event invitee lists from the marketing list. Right now we are having to export the marketing list then reimport it to use it in the event invitee list. Not only is this manual, but we run into issues when additional contacts are added to the marketing list. We also use the marketing list for ClickDimensions emails, that is why the sales group are not added the contacts directly to the event invitee list. 

Please let me know if anyone has any issues how to solve this issue. 

Thank you!

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  • RE: Marketing List to Event List

    I am in the same situation and not sure what you mean regarding workflow. do i need to create a new marketing list and check off workflow or can I click on workflow after creating a marketing list with contacts in it?

    thanks,

  • Suggested answer
    Alagunellaikumar Profile Picture
    Alagunellaikumar 6,210 on at
    RE: Marketing List to Event List

    Hi

    Create a workflow for marketing list

    Workflow type: Record created

    create even list in the action

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