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

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Posted on by alx.kpk 21

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

pastedimage1665647759897v1.png

Any ideas welcome

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to retrieve contacts which are members of multiple marketing lists?

    I would say try the "Keep all" option.

  • alx.kpk Profile Picture
    alx.kpk 21 on at
    RE: How to retrieve contacts which are members of multiple marketing lists?

    I added Contact A and Contact B to list 3

    Then I build this evaluation query:

    pastedimage1666286471910v1.png

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

    pastedimage1666286538391v2.png

  • a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to retrieve contacts which are members of multiple marketing lists?

    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?

  • alx.kpk Profile Picture
    alx.kpk 21 on at
    RE: How to retrieve contacts which are members of multiple marketing lists?

    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"

  • Suggested answer
    a33ik Profile Picture
    a33ik 84,323 Most Valuable Professional on at
    RE: How to retrieve contacts which are members of multiple marketing lists?

    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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