CRM team member, Shaun, tackles a customer query around contacts and Marketing Lists. If you would like any more information, please ring or email me.
We recently had a client asking why, when looking at
the Marketing List Associated View, their contacts were not
displaying all of the Marketing Lists they were members
To answer this question we need to explore how the members are
assigned for each Marketing List Type. The Dynamic Marketing List
members are controlled by defining an advanced find
query. This is a new feature of the 2011 version, and allows
for targeting, for example, a specific territory. When a
customer changes territory if they move, they are no longer a
member of this Dynamic Marketing List. For this reason, the list of
members is not stored in the database and is fetched on-demand. In
contrast the Static Marketing List members are assigned to a
defined list, such as "Premium Customers" by using a Lookup and /
or an advanced find query to build up a static list of members
which is then stored in the CRM database.
To confirm the behaviour of the Marketing List types, I created
a Static and Dynamic List which have the same contact member.
The Dynamic List is based on the below query:
The Marketing List Associated view only shows the static list,
and has excluded the Dynamic Marketing List.
The answer is that the Associated Marketing lists will only list
those lists which the contact is a member of that are Static
Lists, Dynamics Lists are not shown in
this section. Thinking about how these list work, effectively each
time you opened "Marketing Lists" from the contact form, it would
need to go ahead and run each of the Dynamic Marketing List queries
to be able to determine at that point in time which ones the
Contact was a member of, and that would be a serious performance
Bear this in mind for when you are querying on contacts that are
associated to a certain Marketing List.