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How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

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Posted on by 155

Hi Y'all,

I have a customer that wants to set up internal conferences and communicate to Users but I cannot see how to add users to a segment, or marketing list.

Do I have to create all Users as Contacts?

All thoughts appreciated!

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  • Stephani Profile Picture
    Stephani on at
    RE: How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

    Hmm... if only Contacts, why do I have the option to Select Lead?  I also have a bunch of other options.

    segment-showing-others.png

    segment-showing-others.png

  • RE: How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

    Many thanks Abhivar

    That is what it looked like to me but just want to be sure I wasn't missing something.

  • RE: How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

    Hi Stephani,

    In segments you can only access Contact.  Contacts, Accounts and Leads are available in Marketing Lists as you say.

  • Verified answer
    Abhinav Sunku Profile Picture
    Abhinav Sunku 350 on at
    RE: How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

    Hello Ian,

    Yes, we need to add all the user's as contacts to create a segment, because Segments and marketing lists will take contacts.

    Best Regards,

    Abhinav.

  • Stephani Profile Picture
    Stephani on at
    RE: How do I market to Users i.e. invite User to an event using Dynamics for Marketing?

    I am no expert but my understanding is that to create a segment, the person must be a Contact, Lead or Account.  I believe a Marketing List operates the same way.

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