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Import contacts and their opted subscriptions from external platform

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Posted on by GraceC

I have a list of contacts with their opted subscriptions (eg. newsletter, whitepaper, etc.) in Excel format. How can i import this into Dynamics 365 Marketing. When i use the import wizard, i am unable to map the subscribed options to any field because the subscription list does not have a field to match. So how can i import the data and ensure that all the contacts' subscriptions are captured and populated under their names as usual.

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GraceC on at

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RE: Import contacts and their opted subscriptions from external platform

Hi Nya, how do i filter out the contacts. First i import them but how do i add them to the marketing list?
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Nya 29,056 on at

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RE: Import contacts and their opted subscriptions from external platform

Hi,

It is recommended to create a custom field in Contact entity to record the opted subscriptions.

Then create several dynamic marketing list to filter out the contacts based on the field.

Dynamic marketing lists can be copied to static ones.

As we know, subscription list is a kind of static marketing list.

After the copy, the "Locked" field will be set as Yes and the "Subscription" field is shown as locked.

So change the field "Locked" to No.

Change the field "Subscription" to True.

At last, save the list. It will turn into a subscription list.