Why are their inactive contacts in Subscription Lists

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Posted on by CHK1970

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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.

Please advise!
Thanks Chris

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Nya 29,060 on at

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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.

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.

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

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

Add a condition that status = inactive.

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.

Add a step – RemoveFromMarketingList.

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

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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