New Product Announcement: Add to Marketing List Workflow Activity

Posted on February 28th, 2009 Mitch Milam  Print No comments

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

For more information, visit the product page.

A demonstration version that runs on the Dynamics CRM Virtual PC is also available for download.

Dynamics CRM

(No Ratings Yet)

 Loading ...

685 views