1. Evaluating Members Included in a List by Using Advanced Find
Just as you can add and remove
multiple members to and from a list by using an Advanced Find query, you
can also use this same technique to evaluate which members should be
kept on a list. The evaluation option provides you with the ability to
easily update a marketing list based on a query. This option does not
add new members based on the results, but it does remove any members
from the list that don’t match the search criteria.
For instance, let’s assume you have a list of all contacts who reside in the state of Illinois. If some of the members added previously have moved and no longer live in Illinois, you will need to remove them from the list manually.
In this exercise, you’ll evaluate the marketing
list members for the Illinois Contacts list to ensure that only those
contacts with an Illinois address are included in the list.
Note:
SET UP
Use the Internet Explorer web browser to navigate to your Microsoft
Dynamics CRM website, if necessary, before beginning this exercise. You
need a user account that has the Marketing Manager security role or
another role with privileges to manage marketing lists.
In the Marketing area, click Marketing Lists.
Double-click the Illinois Contacts marketing list created earlier in this article.
In the entity navigation pane, click Marketing List Members.
Click the Manage Members button to launch the Manage Members dialog box.
In the Manage Members dialog box, click Use Advanced Find to evaluate members.
Click OK. In the Evaluate Members and Update Marketing List dialog box, create the same query used in a previous section to find all active contacts who reside in Illinois.
Click Find to execute your search.
Verify that at least one contact is returned in the results. Then, below the results view, click Keep all the members returned by the search from the marketing list.
Click Update Marketing List to update the marketing list to remove any contacts that do not meet the criteria specified in the Advanced Find results.
2. Removing Selected Members from a List
As mentioned previously, marketing
list members are not updated dynamically in the same way that lead,
contact, and account records are updated in the system; members stay on
the list until you manually remove them. In addition to removing records
by using the options discussed earlier, with Microsoft Dynamics CRM,
you can remove members from a list individually by using the Remove From
Marketing List command.
In this exercise, you will remove individual members from your Illinois Contact list.
Note:
SET UP
Use the Internet Explorer web browser to navigate to your Microsoft
Dynamics CRM website, if necessary, before beginning this exercise. You
need a user account that has the Marketing Manager security role or
another role with privileges to manage marketing lists.
In the Marketing area, click Marketing Lists.
Double-click the Illinois Contacts marketing list created earlier in this article.
In the entity navigation pane, click Marketing List Members.
Without opening the marketing list member record, select at least one member to remove from the list.
On the ribbon, click the Remove from Marketing List button.
A confirmation page appears.
In the Remove Members dialog box, click OK to remove the selected member from the list.
Note:
This action permanently
removes the member from the list. If you want to undo the change, you
will need to re-add the member to your list.
