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Microsoft Dynamics CRM 2013 Marketing Automation by Sandeep Chanda, Alok Singh

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Assembling marketing lists

Assembling is the process of adding members to a marketing list. In most cases, targeted marketing requires us to deliver specific messages to a specific segment of customers based on their profiles. Assembling the list members involves slicing and dicing of data at various levels to create a list of relevant customers for a campaign. Microsoft Dynamics CRM 2013 being a central repository for all the customer data, allows the marketers to search and profile customers based on various attributes and criteria using the advanced find feature.

This can also include behavioral information from third-party marketing automation tools, such as the activity on websites and social networks. Assembling the members differs based ...

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