How to Create Targeted Marketing List from Dynamics CRM Map Integration

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How to Create Targeted Marketing List from
Dynamics CRM Map Integration
Targeted marketing has always been a pain point
for marketers. Creating customer segments,
localizing content, creating specific marketing
strategies to target a particular segment, etc.
involves paying attention to a lot of details,
connecting with your customers, and then putting
together all the data to build a plan. While
you have to put in a lot of effort into all the
above-mentioned activities, theres one activity
that can be a breeze for you. Connecting with
people. Well, at least the organizing part. In
this blog, we are going to demonstrate how to
create targeted marketing lists using Dynamics
CRM map integration. Its simple, effective, and
brings you closer to your customers.
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Note For the demonstration purpose, weve taken
Quick Maps in this blog. You can explore other
options for Dynamics 365 map integration from MS
AppSource. To create a marketing list from Quick
Maps or to assign a marketing list to a specific
record or group of records follow the steps
below. Step 1 Redirect to Dynamics 365 map
page Click on the Dynamics 365 menu and then
click on Quick Maps from the slider menu or
find the AppJetty tab from the header menu and
click on Maps to open Quick Maps.
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Step 2 Select the entity (Account/Contact/Lead)
for which you want to build a marketing
list Select the entity from legend
(Account/Contact/Lead) for which you want to
create a new marketing list.
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Step 3 Add records to a Marketing list Once you
have all the records on the map, select the
records you want to add and then click on Add to
the marketing list button. It will display two
options Add to existing list and Add to new
list

• To add records into existing marketing list,
  follow the below steps
• When you click on the search button in Add to an
  existing list, it will open all the marketing
  lists available in Dynamics CRM.
• Select the marketing list you want to add records
  and click on the add button to save records to
  the marketing list.

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To create a new marketing list, follow the below
steps - Click on the Add to a new list button.
If that option is selected, you will be able to
enter the list name according to your
understanding. Once you have entered the name,
click on the add button to create a new marketing
list and add records in the created marketing
list.
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• To add an individual record into a marketing
  list, follow the below steps
• Click on any records/pin from the map
• Mouse hover on Save Assign and Click on Add to
  a marketing list

This way creating a region-wise marketing list or
a segmented marketing list becomes a breeze. You
just need the right tools and a vision for the
customer-centric organization. Original
Blog https//www.appjetty.com/blog/how-to-create
-targeted-marketing-list-dynam
ics-crm-map-integration