Add to Marketing List

If you use the Marketing module of Microsoft Dynamics CRM you may have encountered the need to add a Lead, Contact, or Account to a marketing list via a workflow.  CRM doesn’t natively support this capability so we created a custom workflow activity to solve the problem.

How It Works

Create a workflow that calls the Add to Marketing List solution, specifying the Marketing List and a link to the Lead, Contact, or Account that you are working with.

Consider this example:

  • You are running a marketing campaign on your web site regarding a new product you have developed.
  • You have created a workflow to execute when a new Lead is created. This workflow checks the Product Interest attribute found on the Lead form.
  • If the value of the attribute is that of the newly developed product, you want to add that Lead to the New Product Marketing List.
  • You insert a workflow step that calls Add to Marketing List, providing the Marketing List reference and the reference to the newly created Lead, as the figure below shows:

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Demonstration Version

A demonstration version is available that is configured to run on the Microsoft Dynamics CRM Virtual PC.

Pricing

$125.00USD per CRM Organization.   Click here to order.

For Additional Information

If you have questions or require additional information, please contact us here.

For Partners

Interesting in reselling this solution?  Partners receive a 20% discount off the retail price of this solution.  For additional information, please contact us here.