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Managing List Members

 

There are a few options for managing members of your Marketing List.

Link

To get started, please see the Create A Marketing List article

 

Selecting Members

  • Open your Marketing List

To add, remove or evaluate the members of the list either:

  • Click the Manage Members button in the ribbon

  • or Click the  add button in the Members section

 

for Static Lists

  • You can choose the most appropriate option for selecting members

  • Add using Lookup – uses the familiar search window, select "one or many"
  • Add using Advanced Find – a more powerful search query
  • Remove using Advanced Find – use a search query to remove members
  • Evaluate using Advanced Find – can be used to keep some, discard all others
Tip

If you are viewing a single Contact record, you can use the Add to Marketing List button in the ribbon (It may be hidden in the  More flyout menu)

 

for Dynamic Lists

  • You must set an Advanced Find query to determine the list members

Link

For relevant skills please see the Advanced Find (Basic) article

  • Set your query

Tip

It's always a good idea to use Status equals Active so you don't include Inactive records

  • Click Find to preview the results 

  • If you are unhappy with the results returned select Back To Query 
  • or Select Use Query to accept 

 

Tip

If you ever wish to edit the query a dynamic list is using simply repeat the above steps 

 

Removing Members 

For Static lists you may wish to remove Contacts from the list at different times.

Tip

You cannot select & remove members from a Dynamic list. To do this you must edit the query by clicking Manage Members

  • Open your Marketing List
  • Select the  button to expand the List Members window 

 

  • Select the Contacts required
  • Click Remove From Marketing List button

 

  • Confirm you wish to remove the members by clicking Delete 

 

Tip

You can also remove members using Advanced Find. To do this click Manage Members

 

Advanced Techniques

It can be necessary sometimes, to achieve the desired result, to combine or even repeat techniques. 

 

Consider the following example:

You wish to create a Marketing List of all Contacts Aged 55, and add a few other members  

  • Select Manage Members
  • Select Add using Advanced Find
  • Create your query for all Active Contacts where Age = 55
  • Add all returned Contacts to the list
  • Select Manage Members again
  • Select Add using Lookup
  • Search and select the required Contact(s)

 

Consider the following example:

You wish to create a Marketing List of all Contacts that have no activities 

Tip

There is no way to search for records that "have none" or "do not have". To get around this you can perform this in two separate passes.

  • Select Manage Members
  • Select Add using Advanced Find
  • Create your query for all Active Contacts
  • Add all returned Contacts to the list *you are starting with everyone
  • Select Manage Members again
  • Select Remove using Advanced Find
  • Create a query for Contacts that have activities
Link

For techniques to assist here please see the Advanced Find (Expert) article

  • Remove all returned Contacts from the list
    *you will be left with Contacts that have no activities

 

 

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Related articles

  • Create A Marketing List

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