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What is the purpose of the 'Marketing only' field in Dynamics 365 Marketing contact record

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What is the use of the 'Marketing only' field above? How s it set?

  • RE: What is the purpose of the 'Marketing only' field in Dynamics 365 Marketing contact record

    Hey Grace,

    This is often set up to populate automatically when a contact is created. The set-up varies on the use case but one common example is on web form where you can add a hidden field to automatically populate the 'Marketing Only' field on submission. A custom workflow or Flow can then be set up to remove this check once the contact is qualified.

    All the best,
    Josh

  • GraceC Profile Picture
    GraceC on at
    RE: What is the purpose of the 'Marketing only' field in Dynamics 365 Marketing contact record

    Thanks, is this done manually?

  • Suggested answer
    KK-365 Profile Picture
    KK-365 1,010 on at
    RE: What is the purpose of the 'Marketing only' field in Dynamics 365 Marketing contact record

    Hello Grace,

    You can use a flag on the contact table called “marketingonly.”

    This will differentiate contacts that have been automatically generated (marketing-only) from other types of contacts.

    This simple flag will make it simple to set up list views for salespeople who only need to see sales-qualified contacts.

    If you find this answer helpful, please mark it verified.

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