Marketing List (Can It Be Dynamic)

I am wondering if you would agree with my desire to have a marketing list 
dynamic (like a view, for instance, everyone is NY, NJ, and PA). Also, what 
is the idea behind the fact the we cannot add different types of CRM objects 
to marketing lists? In my environment, one of the lists can be an email-based 
newsletter  or legislative alert where I may have contacts and accounts, or 
even leads? 
I know that the field structure is not the same for different entities but 
some of the most common fields, I believe, are the same.
0
Utf
4/16/2006 7:33:01 AM
crm 35858 articles. 1 followers. Follow

2 Replies
265 Views

Similar Articles

[PageSpeed] 8

I agree that its a good feature however oyu can easily update the marketing 
list by using advanced find agian to find all contacts in NY for example. 
This will populate the new ones as well.

Problem with making marketing lists dynamic is that you will get to the 
point where you send out marketing material to people you did not expect 
becuase the list was dynamic. At least now because the lists are not dynamic 
this will not happen.

Perhaps on a later release, when you create a list it could ask do you want 
it to be dynamic etc. This at least gives you an element of control

=======================
John O'Donnell
Microsoft CRM MVP
http://codegallery.gotdotnet.com/crm

"mkatsev" <mkatsev@discussions.microsoft.com> wrote in message 
news:16D5E95A-9BD7-456F-A935-DD43E5C488C9@microsoft.com...
>I am wondering if you would agree with my desire to have a marketing list
> dynamic (like a view, for instance, everyone is NY, NJ, and PA). Also, 
> what
> is the idea behind the fact the we cannot add different types of CRM 
> objects
> to marketing lists? In my environment, one of the lists can be an 
> email-based
> newsletter  or legislative alert where I may have contacts and accounts, 
> or
> even leads?
> I know that the field structure is not the same for different entities but
> some of the most common fields, I believe, are the same. 


0
John
4/19/2006 4:51:09 AM
Hi,

I recently start to work with Ms CRM 3.0, and my company has asked me to do 
a dynamic marketing list as the one you talk about in here, but for accounts, 
contacts and Leads.

I have been researching on everywhere, think that I have almonst no idea of 
CRM, and my best is that:

I know where are stored users views, and how they are stored, and everything 
related to this, but i have not found systems views, so i can do it. 

My whole idea is to put a callout  for accounts, contacts, leads and 
marketing list, so every time we used any of this entities they will be 
checked. In order to know if a marketing list is dynamic or not, I have 
created a bit attribute, where you have to say yes or no. And finally, as I 
told you, I am able to retrieve from Database all stuff related to users 
view, from name to LayoutXML or ColumnSetXML, So i will run the filter and be 
able to add new entities to my previously member-cleared Dynamic Marketing 
List.

What do you think? is it worth to give it a try?

Any better idea?

Thank you very much,

Will

"John O'Donnell" wrote:

> I agree that its a good feature however oyu can easily update the marketing 
> list by using advanced find agian to find all contacts in NY for example. 
> This will populate the new ones as well.
> 
> Problem with making marketing lists dynamic is that you will get to the 
> point where you send out marketing material to people you did not expect 
> becuase the list was dynamic. At least now because the lists are not dynamic 
> this will not happen.
> 
> Perhaps on a later release, when you create a list it could ask do you want 
> it to be dynamic etc. This at least gives you an element of control
> 
> =======================
> John O'Donnell
> Microsoft CRM MVP
> http://codegallery.gotdotnet.com/crm
> 
> "mkatsev" <mkatsev@discussions.microsoft.com> wrote in message 
> news:16D5E95A-9BD7-456F-A935-DD43E5C488C9@microsoft.com...
> >I am wondering if you would agree with my desire to have a marketing list
> > dynamic (like a view, for instance, everyone is NY, NJ, and PA). Also, 
> > what
> > is the idea behind the fact the we cannot add different types of CRM 
> > objects
> > to marketing lists? In my environment, one of the lists can be an 
> > email-based
> > newsletter  or legislative alert where I may have contacts and accounts, 
> > or
> > even leads?
> > I know that the field structure is not the same for different entities but
> > some of the most common fields, I believe, are the same. 
> 
> 
> 
0
Utf
10/25/2007 10:46:01 AM
Reply:

Similar Artilces:

Create an Address List Based on Group Membership of Users
Hello, I'm trying to do what is described in Knowledge Base Article - 321723; however, in step 5a I don't have the Group Membership option to click on. Any other ideas as to how to go about creating address lists based on group membership of users? Hmmh, I'm not sure why it doesn't show up in yours but you could also create a custom ldap filter to do the same thing. In this example that I created for someone else, we return a list of all users, groups, public, folders, contacts that do not have a mailnickname beginning with dallas. See article 255602 for more on ldap ...

How can a hyperlink be opened by pressing Enter.
In Excel 2003 after inserting a hyperlink to open a picture file stored in the local drive the user needs to be able to open the file by pressing Enter on the cell that contains the hyperlink rather than by clicking on it with the mouse. This feature is enable in Excel 2000 but it the not work in 2003. (the file type or location does not matter). In short, how can a hyperlink be opened by pressing Enter in Excel 2003. Thank you in advance for your help, Carolina I think that this went away in xl2002. You could send a message to mswish@microsoft.com asking for this to come back. Carol...

HELP!!! Can't Apply Payment for Posted Invoice while Unposted in C
One user was entering in a transaction in the Sales Transaction Entry Window. She had not saved or put the transaction in a batch. The power went out, and she started up the computer when the power come back. She could not see the transaction in the Sales Transaction Entry for that Customer. She could see the transaction in the Collection Main window for that Customer but in the Unposted Sales. I tried to view the transaction from the SmartList but it is says it has been posted. So the user goes ahead and post thru the GL from the Series Post window. She still can not view t...

why i can not run excel2000 in windows XP?
i have installed office2000 in windows XP correctly, but i can not open it. after the splash window, there are nothing displayed. please tell me why i met that mistake and how to resolve it. thank you for your help The following MSKB article may help: OFF2000: Program Quits Immediately After Starting When SR-1/SR-1a Update Is Applied http://support.microsoft.com/default.aspx?id=255503 bugbug wrote: > i have installed office2000 in windows XP correctly, but i > can not open it. after the splash window, there are nothing > displayed. > please tell me why i met that mistake ...

Drop-down lists #3
--____APTVTIKANCHSADEVXJRW____ Content-Type: text/plain; charset=utf-8 Content-Transfer-Encoding: base64 Content-Disposition: inline; modification-date="Wed, 11 Mar 2008 04:16:00 -0500" SXMgdGhlcmUgYW55d2F5IHBvc3NpYmxlIHRvIGNyZWF0ZSBhIERyb3AtZG93biBsaXN0IHRoYXQg aW5jbHVkZXMgdGhlIGRhdGVzIG9mIG9ubHkgdGhlIGN1cnJlbnQgbW9udGg/IElmIGl0J3MgTWFy Y2ggSSB3b3VsZCBsaWtlIGNvbHVtbiBBIHRvIG9ubHkgaGF2ZSBNYXJjaCAxc3QgdGhyb3VnaCB0 aGUgMzFzdCB0byBiZSBwb3NzaWJsZSBlbnRyaWVzLiBXaGVuIGl0IGJlY29tZXMgQXByaWwsIHRo ZW4gQXByaWwgZGF0ZXMgYXJlIG9ubHkgb25lcyBhbGxvd2VkLCBhbmQgc28gb24uIElmIHNvbWVv bmUgY291bGQgaGVs...

Can I Make Calendar Overlay my Default View?
I have my personal calendar and a shared public calendar. I have found how to go to the calendar shortcut, select the two calendars, and then overlay them. However, if I go to the folder view that overlay view goes away. Also, if I restart Outlook, I have to go through all of the work to reset that view up again. I found the "save calendar choice" freeware application mentioned in this forum elsewhere but this did not seem to really do the trick. For one thing, it only saves the view choice as side-by-side. Really, what I want to do is save my default calendar view to always sho...

compiling lists
I have a team of sales reps that list their sales opportunities (one per row) in lists of varying lengths, one per sales rep, each in their own file. Then they email them to me and I cut/paste into a single list that I manipulate with autofilters or pivot tables to assess our current pipeline. They are not sophisticated excel users, I'm an intermediate at best. What is the best way to automate this process without macros? I want to minimize or eliminate the time required to assemble the reports that I am after. Is it possible? No one's list is ever longer than 40-50 rows. Bill &quo...

transfering a distribution list
How can a distribution list be transferred easily from one user's pc to another? Leo Is the recipient also using Outlook? -- Russ Valentine [MVP-Outlook] "Leo Kerner" <l.kerner@sympatico.ca> wrote in message news:3F1015EC.32932279@sympatico.ca... > How can a distribution list be transferred easily from one user's pc to > another? > Leo > Then all you need to do is insert the DL as an Outlook Item in a message in RTF format and send it. The recipient need only open it and save it. -- Russ Valentine [MVP-Outlook] "Leo Kerner" <l.kerner@symp...

How can comunicate annoucement more agile?
is it any form to replicate the winpoup utility with annoucemen of Micrososft cRM v3.0? ...

Db template that can handle making book indices?
Does anyone know if there is a template that can be used to create printed book indices? The indices are those pages usually found at the back of books that allow you to find information in any book quickly and easily. The difficulty is that some books, as an example even cookbooks, don't have a comprehensive enough index so it would be nice to create one's own esp. for books we use quite frequently where we'd like to create a booklet we tuck into the book so that when we go to do research, we can find anything. As an example, I'd like to use a cookbook because it...

Unread messages don't exist
My Outlook 2003 Unread Messages folder states that I have 11 unread messages in my inbox. I select the Inbox folder from the Unread Messages folder and right click and choose Mark Messages as Read. I'm then presented withe the following info: Cannot mark the items read or unread. The most likely reasons are: You don't have permissions to modify the items etc etc If I hi-light one of the messages and choose delete, I get the following: The item could not be deleted. It was either moved or already deleted, or access was denied. I cannot read the message either. I have run scanpst on...

How to list permissions for all users ?
Hello, I am wondering how to list each permission on a mailbox with Exchange 5.5, such as user1 can access user2's calendar and this kind of stuff. Is there a tool (ms or not) to list those rights or do I have to review each user manually ? Thank you very much for your answer For folder permission reporting, the easiest tool that we have found is Symprex Folder Permissions Manager http://www.symprex.com/products/fpm/. It is affordable, and provides an easy way to view, report on, and manage permissions. What it does not do (that I'm still looking for) is generate a report of ...

can not forward or reply to messages
I was able to send, forward and reply to messages up til today. For some reason I can not forward or reply to messages today. They are greyed out. I am using Microsoft outlook 2007. Any idea how to fix this? And you cannot create new messages either? Probably the same applies to creating new documents in any of the other Office applications too. In that case it means that you haven't activated your copy of Office yet. You can do so in Outlook via Help-> Activate Product... -- Robert Sparnaaij [MVP-Outlook] Coauthor, Configuring Microsoft Outlook 2003 http://www.howto...

Dynamic Chart :S please help me !!!
Damn , I'm getting so confused with this so please help!! This is what I want to do. I've got one databasetab with this column : week1 week2 week3 week4 object1 3 4 5 45 object2 43 34 43 43 object3 88 554 object4 and so on. Now ik want on another Sheet a box where I can fill in the wee number and than a chart wil show only the numbers of that week as: WEEK # 1000 500 0 -----------------------------------------------------------------...

Can desktop be switched in InitInstance()?
Hi, I'd like my app to run in a non-default desktop. I thought I could create a new desktop and switch to it in InitInstance() and then restore the old desktop in ExitInstance(). The code in InitInstance() is as follows: CMyApp::InitInstance() { m_hDeskThreadSav = ::GetThreadDesktop(GetCurrentThreadId()); m_hDeskInputSav = ::OpenInputDesktop(0, FALSE, DESKTOP_SWITCHDESKTOP); m_hDesktop = ::CreateDesktop(L"MyDesktop", NULL, NULL, 0, GENERIC_ALL, NULL); ::SetThreadDesktop(m_hDesktop); ::SwitchDesktop(m_hDesktop); [...] } When app runs I get a new desktop but the a...

Where can I find Exchange EventID Descriptions #2
Hello. I need to create software which analyse MSExchange event log on the fact of occurence critical Exchange Server events. But can't find more or less full description of MS Exchange Server 5.5/2000 events. I've tried to find it in MSDN, Exchange SDK - nothing. Where can I find full description of MS Exchange Server events ID's (eventlog). Thanks. have a look at www.eventid.net they have a great event id resource and event monitors Simon "Igor" <igor_bo@pochta.ru> wrote in message news:266001c3e0dd$4e1948e0$a601280a@phx.gbl... > Hello. > I need to cr...

Can I run proprietary Windows Software on Remote Desktop?
Operating System: Mac OS X 10.4 (Tiger) Processor: Power PC I am using a PowerPC G5 Mac Mini. I am taking a course that requires a minimum of Windows XP or Vista. Can I install the course software on Remote Desktop so that I can use it to take this class, or is this just for using MS Office programs? Also, what is the cost of this service? On 3/24/08 12:03 PM, in article ee95dbc.-1@webcrossing.caR9absDaxw, "boyerml@officeformac.com" <boyerml@officeformac.com> wrote: > Operating System: Mac OS X 10.4 (Tiger) > Processor: Power PC > > I am using a PowerPC G5 Mac ...

Running a Macro depending on Validation List Selection
Is there a way to run a Macro depending on the result of a validation list selection? I have a list of store names with specific number of techs. I select Shop A and Macro 1 Runs I select Shop B and Macro 2 Runs, etc. What I want to accomplish is depending on the value in a cell, it will run the specific Macro. Any help is appreciated and Thank you in advance for the help. Fester Fester Assuming A1 has the DV drop-down. Private Sub Worksheet_Change(ByVal Target As Excel.Range) On Error GoTo enditall Application.EnableEvents = False If Target.Address = "$A$1" Then Select Cas...

Can't see row numbers or left scroll arrow in Excel spreadsheet
One of my excel spreadsheets won't display the row numbers (half of column "A" also can't be seen); left scroll arrow is not on screen. Other spreadsheets are OK. What to do? Thanks Jim Try Ctrl+F10 to maximize the workbook? "Jim Freund" wrote: > One of my excel spreadsheets won't display the row numbers (half of column > "A" also can't be seen); left scroll arrow is not on screen. Other > spreadsheets are OK. What to do? > Thanks > > Jim ...

Can't find the file in Excel unless I open it from Excel
Can't find the file in Excel unless I open it from Excel -------------------------------------------------------------------------- I have a stange problem that has just started. I am running Windows XP and Office XP. If I click on an Excel file in my folders in explorer, it will open Excel and an error message comes up telling me it can't find the file and to check the path and folder. Once I click out of the message the file sometimes is already open. I have no problems if I open Excel first then open a file - it is driving me crazy, please help. Tr...

Can't edit, delete or skip bills
Money has decided that I can no longer edit or remove bills. I can add new bills, but I can't change any existing ones. When I try to edit a bill, I get to the edit screen and can change data. But when I click OK to save the data, the button click is ignored. I am left on the edit screen and the edit doesn't get saved. When I attempt to delete a bill I get an error dialog. When I attempt to skip all future occurrences of a bill it disappears, but then reappears next time I go to the bills page. I assume the money data file is somehow messed up. I've tried the "repair&q...

Can Public Folders mirror Network Folders?
This is a multi-part message in MIME format. ------=_NextPart_000_001A_01C62100.FBA32ED0 Content-Type: text/plain; charset="iso-8859-1" Content-Transfer-Encoding: quoted-printable Hi all! A question - we like using Exchange Public Folders. We use several = network folders to store files that project team members are working on. = Can we mirror the contents of these project folders in Exchange Public = Folders? We would like the convenience of accessing these files from = Outlook, and not having to open Windows Explorer. Any advice is greatly appreciated, thanks! Regards, CQ ...

Can't Fail We ADVERTISE for YOU Just Join! #2
The hottest biz online did a crazy move. They decided to do a FREE Ad CO-OP. That means once you join they will send your website targeted traffic. They are SPENDING THOUSANDS ON THIS CO-OP. All you need to do is plug in. Take a Free Tour Today at http://www.watchthemoneyonline.com ...

Excel can't SAVE added data & formatting?
Excel 2000 ... I have a single page spread sheet (my own) that was working fine. After expanding the spread sheet to handle more equipment I received error message stating: Excel can not SAVE all of the added data & formatting ... Here I had the option to select OK without fixing ... CANCEL ... or ... HELP. I selected HELP & ended up on a blank HELP Page ... So now I am turning to this board. What gives? Could I be running into a formatting limit issue? Sheet less than 1000 rows, but many formats ... Thanks ... Kha "Ken" <anonymous@discussions.microsoft.com...

Dynamic Picklist #2
I can't figure out what is wrong with my dynamic picklist. My two fields are omni_company and omni_operatingunit. I am getting the following error : Field: omni_comapny Event: onchange Error: Object doesn't support this property or method If I comment out the following line, the error disappears. oOperatingUnit.Options = oTempArray; Can anyone help? ----------------------------- My OnLoad Form event: var oCompany = crmForm.all.omni_company; var iStartIndex = -1; var iEndIndex = -1; switch (oCompany.SelectedText) { case "ARC": iStartIndex = 1000; ...