Mastering Microsoft Dynamics 365 Customer Engagement - Second Edition

Creating a marketing list

Perform the following steps to create a marketing list:

1. Navigate to Marketing | Marketing List and click on the + NEW button. The following form of marketing list will load:

The following are some of the important details of the Marketing List:

• List Type: This defines the type of marketing list—that is, Static or Dynamic.
• Targeted At: This defines the target audience of the marketing list. It can be Account, Contact, or Lead.
• Cost: This is the cost set for the execution of the campaign.
• Members: This is a collection of all of the records that are to be targeted in the campaign.
• Campaigns: This is a collection of ...