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Customer experience | Sales, Customer Insights,...
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Click Dimensions - marketing lists - export filters

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I'm auditing and archiving some of my Click Dimension marketing lists
 
I want to export 'per marketing list' the associated filters (dynamic list members) -set up via manage members
for all lists - dynamic and static
many thanks!
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  • Verified answer
    Muhammad Shahzad Shafique Profile Picture
    2,336 Most Valuable Professional on at
    Click Dimensions - marketing lists - export filters
    ClickDimensions does not natively support exporting the dynamic filters (query criteria) of marketing lists directly in bulk.
    To export filters per marketing list:
    For Dynamic Marketing Lists:
    1. Go to Advanced Find in Dynamics.
    2. Select Marketing List.
    3. Add a column for Type (to filter dynamic lists).
    4. Open each dynamic list and:
      • Click Manage Members > View Query.
      • Manually copy or screenshot the filter criteria (there is no export button).
      • Optionally, use XrmToolBox's FetchXML Builder plugin to extract the FetchXML for each dynamic list (which contains the filter logic).
    For Static Marketing Lists:
    • You can export the member list, but filters aren’t stored (members are manually or bulk added).
    To audit all:
    Use Power Automate or custom C# plugin to loop through all dynamic lists and extract their FetchXML queries if automation is required.
     

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