Hi Team,
A Contact entity in CRM, has a field called as "Send Marketing Materials". The logical name of this field is "donotsendmm". It is a type "two option" field with values are "Send" and "Do Not Send".
This field is displayed in the Contact main form under the section "Marketing Information".
Let's say there is a contact "Contact ABC". During a quick campaign (activity type email), this "Contact ABC" decided to unsubscribe. "Contact ABC" will have "Do Not Send" selected in the field "Send Marketing Materials".
Now if I create a new Marketing List let's say "Marketing List 1". In "Marketing List 1", I can add Marketing List members. I click on the ribbon button "Manage Members". There are various ways to add a contact as a Marketing List member. I will select the first option "Use Lookup to add members". In the "Look Up Records" window I can select any contact and add as a member to the list "Marketing List 1".
In this "Look Up Records" window I can select "Contact ABC" and add that contact as a member to the list "Marketing List 1". Since "Contact ABC" has "Do Not Send" selected in the field "Send Marketing Materials", so this contact should not appear in the contact lookup records.
It would be flexible, while adding Marketing List members, if we don't see contacts who have selected "Do Not Send". We should only be able to select contacts which have "Send" option for field "Send Marketing Materials".
Thanks.
Comments
Thank you for your suggestion. The scenario you have described is by design. Marketing Lists are lists for Accounts, Contacts and Leads. They are used to keep track of Accuonts/Contacts/Leads and also to send marketing materials.
To solve your specific requirement,you could create a view for Contacts that have 'Send Marketing Materials' as 'Do not send', to filter out Contacts who have unsubcribed to Marketing materials. Thanks.
Category: General
Hi Team,
Thanks for the feedback. I will keep the below in mind.
Category: General
Christian Abeln (administrator) on 6/4/2019 2:54:45 PM
Thank you for your feedback.
We released this feature as part of the functionality in the UCI client for marketing lists management.
The contact lookup allows you select a view. Therefore we recommend that you create the view of contacts that excludes those that you desire not to add to marketing lists in certain use cases - like building the invite lists for a new offer. You view would exclude any one without sufficient consent or content preference.
Sincerely,
Christian Abeln, PM,
Microsoft.