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Add to Marketing List button missing on Imports in Unified Interface

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Posted on by cjanow3

In the classic interface, after importing Contacts, we were allowed to add those Contacts to Marketing Lists as shown in the image below

Now in the Unified Interface, we are missing this button. I can not figure out the best approach to replicate this, having tried working with Ribbon Workbench.

The only workaround I see is setting a particular flag to later query on with Advanced Find and add those specific Contacts to a Marketing List then. For example, as we work with Owner Teams, Contacts should never be owned by a User. I could temporarily set the owner to myself, a user, to find all Contacts created during this import then do a mass edit after they have been added.

Ultimately, the goal is to find the best solution for adding Contacts created from a specific Import to a Marketing List.

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Bipin D365 28,959 Super User 2024 Season 1 on at

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RE: Add to Marketing List button missing on Imports in Unified Interface

Hi,

One of the quick solution I could think of to automate your requirement is to create one attribute as you said and set this while importing contact.

Download Custom workflow ultimate solution managed solution zip file and Install in your crm instance.

github.com/.../releases

Once you installed. navigate to settings->Process->Create New process->Select contact entity

Change scope to Organization. Select trigger on Create of Record.

Add steps->First check condition to check if contact is imported from import use custom attribute to check this condition

Next step add as below and select contact record url & marketing list to which you want to add contact.

Keep workflow mode to async only.

If found helpful, Please mark my answer verified.
Brandon Sambat on at

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RE: Add to Marketing List button missing on Imports in Unified Interface

Thank you for reaching out on the Dynamics Communities. I have looked into your issue and you are correct. Currently, the "Add to Marketing List" button does not appear when accessing the import records within UCI. I was able to replicate this same behavior on my test instance.

My recommendation would be to post this as a design suggestion on https://experience.dynamics.com/ideas/. This is constantly reviewed by our Product Team to see what features can be added into Dynamics.
cjanow3 on at

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RE: Add to Marketing List button missing on Imports in Unified Interface

Do you import this on a regular basis? - Not on a scheduled basis. Perhaps once or twice a month.

Does it always contain the same columns? - Not always

When you have imported the data and have it in your marketing list, what do you do with it? Create a quick campaign and generate activities (emails, phone calls, appointments, other)? Exactly.

Does it concern qualified leads? If not, why don't you import it into the lead entity? The issue doesn't lie with importing to a specific entity. The problem is that the ribbon toolbar on post-Import screen is no more.
Thijs van der Klei 780 on at

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RE: Add to Marketing List button missing on Imports in Unified Interface

Hi there,

Could you please provide us with some additional process information? So you have a list of people you want to have in Dynamics 365. I suppose it is an Excel list.

Do you import this on a regular basis?

Does it always contain the same columns?

When you have imported the data and have it in your marketing list, what do you do with it? Create a quick campaign and generate activities (emails, phone calls, appointments, other)?

Does it concern qualified leads? If not, why don't you import it into the lead entity?

This information would help a great deal in understanding your functional need.

Kind regards,

Thijs van der Klei