Marketing Campaigns / Contact Settings

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Posted on by Emma H

Hi Community,

We are currently in the process of cleaning up/reducing the number of contacts that we hold in our Dynamic365 CRM and we have noticed that the team have been duplicating a 'quick create contact cards' so that they can allocate the contact to a number of different Marketing Lists.

For example, if a certain contact falls under 5 marketing categories, we will create this contact 5 times and change the Business Sector field to show the five different Marketing Campaigns.

Clearly, this process is incorrect (I hope) as we have MANY duplicate contact cards.

Is there a workflow/process/entity or field that can be built to allocate one contact to many marketing Campaigns?

If so, can you please confirm in a step by step guide?

Any information/help you can provide would be highly appreciated.

Many thanks,

Emma

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Sreevalli 3,256 on at

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RE: Marketing Campaigns / Contact Settings

Hi Emma,

Create N:N relationship between Contact and Campaign so that you can add more than one campaign to a contact and vice versa.