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How to see when a contact was added to a marketing list

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Posted on by 2,611

Is there an OOB field in CRM or some other way to see the date a contact was added to a marketing list by chance?

Please let me know, thank you.

  • Verified answer
    AriaConsulting Profile Picture
    AriaConsulting 2,647 on at
    RE: How to see when a contact was added to a marketing list

    For sure.  Once auditing is enabled the data for created/modified is then fully tracked.  As you can see in the attached screenshot if you go to the Audit Summary (filtered on the Contact entity), the data for being added to a marketing list is available.  So, you can then go to the Marketing list, go to the Members tab and click on the ellipsis and select 'Export Contacts' (you can choose the option you want from the 5 Excel variations) and include the fields for full name, created, modified, etc.  That will give you the data as shown in the screesnhot of Excel also attached.

    Audit-Summary-View.png

    Excel.png

  • USA80 Profile Picture
    USA80 2,611 on at
    RE: How to see when a contact was added to a marketing list

    However, it doesn't show what the contacts Name is that got added.  Is that possible to see as well?

  • AriaConsulting Profile Picture
    AriaConsulting 2,647 on at
    RE: How to see when a contact was added to a marketing list

    1) the top record in the screenshot shows the date, the old value for 'members count' and the new value.  Are you trying to get the count for a  dynamic list?  You didn't state that in your post.

  • USA80 Profile Picture
    USA80 2,611 on at
    RE: How to see when a contact was added to a marketing list

    ALso, these are static lists

  • USA80 Profile Picture
    USA80 2,611 on at
    RE: How to see when a contact was added to a marketing list

    Does that actually show the user that was added to the list?  I didn't see that.

  • AriaConsulting Profile Picture
    AriaConsulting 2,647 on at
    RE: How to see when a contact was added to a marketing list

    I just did a test in my tenant.  I seem to see the audit data.

    1222.Audit.png

  • USA80 Profile Picture
    USA80 2,611 on at
    RE: How to see when a contact was added to a marketing list

    Yes, and it doesn't show when the members were added to the marketing list.

  • AriaConsulting Profile Picture
    AriaConsulting 2,647 on at
    RE: How to see when a contact was added to a marketing list

    Do you have Auditing enabled for your environment?

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