Customer experience | Sales, Customer Insights,...

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

(1) Share

Report

Posted on by MG-12061735-0

Prior to the realtime migration, I was able to create a journey using a subscription/marketing list I created in the CRM app. Now with segments I am unable to do that. We send out emails to companies in a specific sector, how am I to do that now?

Thanks!!

Categories:

Dynamics 365 Customer Insights - Journeys

I have the same question (0)

All responses (4)

Answers (0)

MG-12061735-0 6 on at

Like (0)

Report

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

Will marketing lists still be available post June 30th?

Was this reply helpful? Yes No
Suggested answer

Fubar 2,756 on at

Like (1)

Report

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

You do it as per the link in the earlier post. Your Contacts/leads on your Static Marketing List are Marketing List Members, you just need to enable the Marketing List table for use in Customer Insights Journeys, then create Segment where the Contact/Lead belongs the the respective Marketing List in question.

Was this reply helpful? Yes No
MG-12061735-0 6 on at

Like (0)

Report

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

Has anyone tried this method? https://meganvwalker.com/create-segments-from-marketing-lists/

Was this reply helpful? Yes No
Alia21 58 on at

Like (0)

Report

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

Yeah, this change tripped me up, too, at first. The real-time journeys don’t use the old marketing lists anymore, now it’s all about segments. To target companies in a specific sector, you’ll need to create a segment based on that field (like Industry or Sector in Dataverse). Once that’s in place, you can use the segment as your journey audience. It’s more dynamic than static lists, updates happen automatically based on field values. Just make sure your segment filters are tight so you’re not pulling in unintended records.

Was this reply helpful? Yes No

Community site session details

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Andrés Arias – Community Spotlight

Congratulations to the August Top 10 Community Leaders!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Replacement for marketing/subscription list in outbound marketing in the new real-time journey?

Helpful resources

News and Announcements

Quick Links

Responsible AI policies

Andrés Arias – Community Spotlight

Congratulations to the August Top 10 Community Leaders!

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates