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How to retrieve contacts which are members of multiple marketing lists?

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Posted on by alx.kpk

Is it possible to build a view which only returns the contacts that are part of the same two marketing lists?

Example:

Contact A is member of list 1 and list 2, Contact B is member of list 1 only. Contact C is member of list 2 only. Filter should only return Contact A.

I tried this but it's not working

Any ideas welcome

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a33ik 84,331 Most Valuable Professional on at

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Hello,

Unfortunately, it's not possible to build the view you want to get using Advanced Find but there are 2 options:

1. Usage of XrmToolBox and View Designer plugin and use the following FetchXml query in it:

2. No-code and no-tool way. You can use 3-rd marketing list for this purpose:

Copy your Marketing List 1 to newly created Marketing List 3 (including members).

User "Evaluate Members based on Query" functionality to leave members that belong to Member List 2 and Member List 1 the same time.

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alx.kpk 35 on at

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Thanks for your feedback. For your second approach, can you please show me how the query for member evaluation should look like? I don't get it how to build this condition "leave members that belong to Member List 2 and Member List 1 the same time"

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a33ik 84,331 Most Valuable Professional on at

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Imagine that you have already copied all the members from List1 to the destination list.

Now run the Evaluation Query - Contacts that are members of List 2. Do you have issues building that query?

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alx.kpk 35 on at

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I added Contact A and Contact B to list 3

Then I build this evaluation query:

When executing the query, I've to select "keep only seleced", right?

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a33ik 84,331 Most Valuable Professional on at

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I would say try the "Keep all" option.

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