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Displaying Marketing List Members in a Dashboard

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Posted on by Tony Rutt

Does anyone know of a way to surface the invite list/marketing list members associated with a campaign in a dashboard? I can get the name of the list, and the member count, but not the list of members as is visible with the campaign into a dashboard.

Thanks!

Tony

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d_radulova 2 User Group Leader on at

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Morning @Tony Rutt,

Do you mean static marketing list, dynamic marketing list, static segment or dynamics segment?

Thanks,

-DD

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Tony Rutt 45 on at

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Good Afternoon DD,

If I understand you correctly I think it is the dynamics segment, what otherwise is the marketing list created for a campaign. When you click into the marketing list, I think the default view is contact associated view, that view in effect I want to display in a dashboard, so that I can show the campaign and the marketing list, but already open to show the members of it. I can almost get there, in that I can display the campaign and name of marketing list, but it still requires then clicking through on the marketing list name to display the members of it. I know that doesn't sound like a big deal but I suppose like everyone we have a unique application where that would be very useful. I hope that makes sense, and thanks for your help!

Tony

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d_radulova 2 User Group Leader on at

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Tony,

Can we see a screenshot with the members of the list (segment?) that you want to display?

Thanks,

-DD

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Richard@BarheadAU 160 on at

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Hi Tony - one of the PBI dashboards published by Microsoft shows 'contacts in journeys'. This might be a way forward for you here. Check out these links

docs.microsoft.com/.../custom-analytics

github.com/.../releases

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sbtron on at

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Hey Tony

Does Richard's suggestion above using the PBI dashboards work for you? Let us know if you were looking for something else.

Thanks

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Tony Rutt 45 on at

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My apologies, its been a long week, yes. I hope that's legible. It's just a list of members of a marketing list connected to a campaign. For our particular application it would be useful to be able to make that list and its members visible in a dashboard, rather than having to click though a level and not being able to see side by side comparisons. For example, is Joe on campaign A today, and is Joe on campaign B as well?! I know there are logical ways to prevent that happening, which we do! :) But still I'd like to get these people on a dashboard if its possible. Thanks again,

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Tony Rutt 45 on at

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Thank you Richard, that looks really interesting. As to this point I have been 'only' a CRM admin, I have not had much chance, yet, to explore PBI. However, this Wednesday I am taking a one day PBI class by coincidence, after which I will delve into these in more detail. Thanks again, Tony

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Tony Rutt 45 on at

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I think so, at least it gives me a good place to investigate, thanks for the follow up. Tony

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