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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Marketing Lists includ...
Microsoft Dynamics CRM (Archived)

Marketing Lists include inactive records

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Posted on by Henrik Schmidt 430

Hi,

we decided to de-activate contacts rather than deleting them in CRM, however they remain on all marketing lists and are mailed continously after being de-activated.

 Do we have to remove them from all marketing lists and delete their e-mail addresses to prevent them showing up on the lists and being mailed in the future?

 I have created a workflow to set all communication to "Not allowed" when they are set inactive, however this is not satisfying.

 If you have any ideas, I thank you for your time and input.

 Best, Henrik.

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I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    Hi Henrik,

    The approach which you have indicated in your email is the regular approach. Although it does seem unlogical to your situation, there are situations in which this is requested behavior. You will not have to delete the email address, setting the flag of "Send Marketing Materials" to false is enough.

     With kind regards,

    Ronald Lemmen

  • Henrik Schmidt Profile Picture
    Henrik Schmidt 430 on at

    Dear Ronald,

     thank you very much for your reply, much appreciated.

     Best regards, Henrik.

  • Neil Benson Profile Picture
    Neil Benson 7,369 User Group Leader on at

    Hi Henrik, another solution which I've seen work well in practice is to write a workflow plugin triggered when the contact state changes to inactive that removes the contact from all marketing lists.

    Regards, Neil

  • Community Member Profile Picture
    Community Member on at

    That approach would work as well. When choosing a solution for this issue, keep in mind what you would like to happen to contacts which do get reenabled. Should they stay on the marketing list or should they be removed. This choice depends on your business situation.

     Kind regards,

    Ronald

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