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Importing Marketing List Members in CRM 2011

If you’ve ever wondered aloud, “How do I import members into my marketing list en masse?”  you’ve come to the right place, by virtue of Fate or a good search engine.  Populating a marketing list with members when Advanced Find won’t do the trick, can be tricky unto itself.  This blog will give you  two ideas on how to accomplish this.

 

Using a Cross Reference Entity

1. Create a cross-reference (also known as a manual many-to-many or manual N:N) entity, with lookups to the contact and marketing list entity. (You could also have links to Accounts or Leads, but for the sake of simplicity I’ll stick with Contacts).

2. Import records into the cross reference entity. (Hint: Use a data template).

3. Add the Contacts to the Marketing List using Manage Members. Set up the Advanced Find to find those contacts who have an associated record in this cross reference entity for the marketing list.

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Using Connections

1. Import the marketing list members as Connections, where the contact is connected to the Marketing List. (Again hint: Use a data template).

2. Add the Contacts to the Marketing List using Manage Members. Set up the Advanced Find to find those contacts who have a Connection to the marketing list.

The difference between the two is that the second one relies on one of my favorite features of CRM 2011, Connections. Illustrating what I think is its greatest feature, using Connections reduces the need to create a cross reference entity resulting in a simpler implementation. The latter option also does not need a system administrator or customizer to be involved, thus empowering the users even more.

If you would like more information how we at Customer Effective can help you with your CRM needs, contact us at info@customereffective.com.