If you use the Marketing module of Microsoft Dynamics CRM you may have encountered the need to add or remove 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 Marketing List Manager solution ( either to add or remove members ), 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:

The Remove from Marketing List solution works in exactly the same way but will remove a Lead, Contact, or Account from a specified Marketing List.

Finally, you can verify if a Lead, Contact, or Account is already part of a Marketing List using the IsMarketingListMember Activity.

Additional Downloads

• The installation and configuration documentation may be found here.
• Watch a short screencast (4:05 ) of how to  configure and use the Marketing List Manager here.

Note: To watch the screencast you may need the latest version of iTunes or Windows Media Player because the video format is in MP4 format.

Pricing

$245.00.00USD per CRM Organization.   Click here to order.

For Additional Information

If you have questions or require additional information, please email us at:

info at crmaccelerators dot net.

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:

info at crmaccelerators dot net.