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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to filter data bas...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to filter data based on selected Subscription list?

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Posted on by Dsouza_28 7

Hello experts,

I am finding a scalable solution for sending out gated marketing material through a customer journey based on the chosen subscription lists. 

However the problem is:

As-is situation: There are about 100 materials (files) to be connected to subscription lists . Ex. Manufacturing list, Mining etc. 

Providing 100 subscription options in the marketing form for the customer to check is not desirable.

But we also do not want to lose insight of what they are interested in. 

This is the base issue. 

Ideation: 

One of the solution I am trying to achieve is : Grouping as many similar marketing materials and have reduced number of subscription list in the form. 

To do so I need a custom entity to store these content file names and Look up to the Subscription list. 

Questions: 

1. Can we create a 1:N relation to the subscription list and use the custom table data as a filtered drop down option. 

For reference : Countries and Cities 

pastedimage1675088087057v1.png

2. What is the Subscription list entity referred as in Default solution? I could only find Marketing list.

I would like to know if there are alternative solutions to this problem. 

  • Suggested answer
    Mikko Berg Profile Picture
    Mikko Berg 11 on at
    RE: How to filter data based on selected Subscription list?

    Hi,

    One possible solution could be:

    • add two option sets (Country and City) to Marketing List entity
    • create two form fields based on the option sets (Unmapped entity > Marketing List, Unmapped attribute > your option set)
    • add fields to form and filter City by Country just as in your picture above
    • create a flow that is triggered when new Marketing Form Submission is created
    • get the contact id from Marketing Form Submission
    • loop through the Marketing Field Submissions
    • find Marketing List(s) using the City field value (you can get the field logical name from Marketing Form Field record and the value from Marketing Field Submission)
    • add contact to each marketing list that has the same City value

    - Mikko

  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    RE: How to filter data based on selected Subscription list?

    Hi Dsouza_28,

    1.Subscription lists are a special type of static marketing list that can only contain contacts.

    It is a sub-type of a marketing list (or in other words a marketing list with this specific config (config on the screenshot below).

    pastedimage1675153050267v1.png

    Dynamics 365 Marketing makes use of static marketing lists to create subscription lists, which enable contacts to sign up for your various mailing lists.

    https://learn.microsoft.com/en-us/dynamics365/marketing/segments-vs-lists#how-to-use-marketing-lists-with-dynamics-365-marketing 

    2.You can refer to the following thread to know how to display subscription lists according to a value in the form:

       

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