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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Why are their inactive...
Customer experience | Sales, Customer Insights,...
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Why are their inactive contacts in Subscription Lists

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Posted on by CHK1970 560

Hi,

Was wondering when a Contact is made inactive, why do they remain in a Subscription List?  Is this by design or is this something we have to customize.
Once a Contact is inactive, we do not want to keep sending them Marketing Emails.

pastedimage1615196265867v1.png

Please advise!
Thanks Chris

  • Suggested answer
    Nya Profile Picture
    Nya 29,056 on at
    RE: Why are their inactive contacts in Subscription Lists

    Hi, Chris

    When a contact is set to be inactive, it does get retained in the subscription list.

    For the inactive contacts can be re-activate again, if it is removed from the subscription list when it is inactivated, it will need to be re-subscribed when it is re-activated.

     pastedimage1615275637747v1.png

    And in your case, if you are sure that you need to exclude all inactive contacts from the subscription list, a workflow can be created to achieve this.

    1. Go to Advanced Settings > Settings > Processes. Create a Workflow targeting to the Contact entity.

     pastedimage1615275643640v2.png

    1. Set the “Start When” option as “Record status changes”.

     pastedimage1615275658071v3.png

    1. Add a condition that status = inactive.

     pastedimage1615275666233v4.png

    1. Import a solution of Dynamics-365-Workflow-Tools.

    Here is the link and introduction.

    GitHub - demianrasko/Dynamics-365-Workflow-Tools: Dynamics 365 Workflow Tools is a Community solution that expands Microsoft Dynamics 365 (CRM) Workflow features with lots of new posibilities. This helps you to build very advanced Codeless solutions in CRM.

     

    1. Add a step – RemoveFromMarketingList.

     pastedimage1615275678118v5.png

    1. It can set only one List at a time in properties.

     pastedimage1615275698767v6.png

    1. After activating the workflow, when a contact in the subscription list has been set as inactive, it will be removed from the list.

     

    There are also other ways to implement this, such as creating workflows with a target of Marketing List.

    Here is an example: Auto Refresh Marketing List In MS CRM 4 Using Workflow « Muhammad Ali Khan (wordpress.com)

    The exact trade-off depends on your needs.

     

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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