Create a marketing list from a view

(0) Share

Report

Posted on by Janet Glasper

145

I would like to create a marketing list from a view that I have created in the contacts entity. The problem is that the view has over 4K contacts. CRM seems to want me to add these contacts in increments of 250? That would take forever to accomplish. I've only been using CRM of a few months and am hoping someone has found a way easily doing this.

Is there any other was to create this marketing list without selecting 250 contact 18 times? And, I have additional marketing list that are just as large that need to be created.

*This post is locked for comments

I have the same question (0)

All responses (12)

Answers (0)

Suggested answer

Aiden Kaskela 19,696 on at

Like (0)

Report

Hi Janet,

You can create a Dynamic marketing list, which sounds like exactly what you need. It lets you set up a query for records that belong to the list, which means it'll stay up to date as new records are created or updated and fit the criteria. In your case, you'd just set up the query to match your existing view.

Here's a link with step by step instructions www.microsoft.com/.../create-a-marketing-list-in-the-crm-marketing-work-area.aspx

If this was helpful, I'd appreciate if you would mark this as a Verified answer.

Thanks,

Aiden

Was this reply helpful? Yes No
Rajkumar Rajaraman on at

Like (0)

Report

Refer this:

www.microsoft.com/.../create-a-marketing-list-in-the-crm-marketing-work-area.aspx

Was this reply helpful? Yes No
Aiden Kaskela 19,696 on at

Like (0)

Report

Thank you for confirming my suggestion.

Was this reply helpful? Yes No
Janet Glasper 145 on at

Like (0)

Report

Thanks everyone for the suggestion. I actually need a static list. I guess I'll have to add these records in increments of 250.

Was this reply helpful? Yes No
Suggested answer

Mahendar Pal 45,095 on at

Like (0)

Report

If you are using on premise deployment, you could do update on UserSettingBase table and increase this limit, once you are done you can bring it back to 250.

Refer: mayankp.wordpress.com/.../changing-crm-grid-records-from-250-to-1000

Hope it will help

Thanks

Was this reply helpful? Yes No
Fubar 2,761 on at

Like (0)

Report

Why? When you create a Marketing List that is Static, you have several options for adding Members to the List, one of them is to use Advanced Find - if you select the Advanced Find option you can select your system or personal view and populate the static list from it.

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report

Hi Janet,

Following are some facts on adding members to a Marketing List:

1. When you are adding from a view (can be max. upto 250 at a time), select all records on the view and click on 'add to Marketing list'>>then select desired list

2. Create a dynamic marketing list having the same query as your view have

3. Create a static Marketing list and select appropriate option to add members like add using lookup, add using advanced find, the problem with static list would be again the same i.e you can add 250 at a time

For this matter what I would suggest is-use your dynamics list as static-how??

When you make a query in your dynamics marketing list which would be similar to your view; add one more line of query, which would be 'created on or before today'- this will limitize your list till today and contacts which you will create tomorrow onwards will not be added to the list.

Hope it helps!!

Was this reply helpful? Yes No
Fubar 2,761 on at

Like (2)

Report

Prashant,

"3. Create a static Marketing list and select appropriate option to add members like add using lookup, add using advanced find, the problem with static list would be again the same i.e you can add 250 at a time"

The user display limit (e.g. 250 record limit) does not apply when you use the Add using Advanced Find option to a Static Marketing list. After running the query, there is a checkbox at the bottom of the results window that gives you have the option to select from the records found or to add all records returned from the query (adding all can be more than the 250 user display limit).

Was this reply helpful? Yes No
Suggested answer

PS 23,577 on at

Like (0)

Report

Thanks for the info, I missed it somehow.

In that case it can work for static list and resolves your problem Janet

Was this reply helpful? Yes No
Janet Glasper 145 on at

Like (0)

Report

Thanks but we're using CRM 2015 Online.

Was this reply helpful? Yes No