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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Creating a Marketing l...
Microsoft Dynamics CRM (Archived)

Creating a Marketing list using Accounts

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Posted on by Community Member Microsoft Employee

Hi Guys,

I want to create a marketing list from a list of Accounts I have tagged as Client. From what I understand the only contact that pulls into my Marketing list the "Primary Contact" within the Accounts I choose.

Within each of our Accounts I have created new fields called "Authorised Contact 1" and "Authorised Contact 2" which are populated using the lookup function etc. 

What I want to be able to do is create a Marketing list which populates with my Authorised Contact 1 and 2 within the Accounts I have marked as Clients. So my understanding is I need to create the marketing list off Accounts and instead of primary contact flowing in, I need to change this so Authorised Contact 1 and 2 flow in, but im unsure of how to do this.

Any help on this will be good.

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  • Suggested answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a Marketing list using Accounts

    Hi,

    For the Account conditions you should select them and do a or condition. Here by default it is a and condtion

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a Marketing list using Accounts

    genius even!!! :-)

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a Marketing list using Accounts

    Hey Guillaume,

    You genious you. I was looking at this all wrong. Of course I should be creating the list based off contacts.

    So I have made the list but it is only pulling in the Authorised contact 1 and not the second contact even though I have it setup correctly, I think. Have a look: ice_5F00_screenshot_5F00_20171114_2D00_161549.png

  • Verified answer
    Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating a Marketing list using Accounts

    Hi,

    What I would do, is create a new marketing list for contact as you want contact in your marketing (at least you described it like that).

    Then I would use the advance find functionality to add the contacts and set as criteria that they are referenced as "Authorised Contact 1" or "Authorised Contact 2" in their parent account.

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