How to find what does not exist Using a static Marketing List to identify records where a specific criteria does not exist

All Sales managers want to know what population of their target audience has not purchased a certain product. How do you build a view to tell you where “Product X” does not exist? The search for null

Criteria Parameters …but what if you do not have a dedicated field? If you have a dedicated field for each product that can indicate a “yes” or “no”, then the search for product purchase is much simpler. “0” or “1” “Does Not Contain Data” “Yes / No” …but what if you do not have a dedicated field? Criteria Parameters

Using the “Marketing Lists” entity, you will essentially create and compare two lists of data, leaving only the records you wish to target. IMPORTANT: It must be a Static list, as opposed to a Dynamic list, in order to use the “add” and “remove” options under the “Manage Members” menu option. Marketing Lists

Scenario: You want to know which customers in Texas, in John Smith’s territory, do not have Product X. Step 1: Create an Advanced Find that pulls in all records from John Smith’s territory that have an address in Texas. This is your ‘initial’ list. Step 2: Create an Advanced Find that pulls in all records from John’s Smith’s territory that DO have Product X (within Texas or not, it does not matter). This is your ‘remove’ list. Step 3: Remove all of those records from the ‘remove’ list from the ‘initial’ list. Result: All that remains are those records, in John’s area, in Texas, that do not have Product X. Example

Step 1: Create a marketing list record Open a “New” Marketing List Select the “Member Type” Provide a Name for the list Select “Static” for Type Step 1: Create a marketing list record

Step 2: Create your ‘initial’ list Select “Manage Members” from the Menu Select “Use Advanced Find to ADD members” You can build a new Advanced Find, or select from your existing Views Step 2: Create your ‘initial’ list

Once you have all your criteria identified, select “Find” to create your ‘initial’ list

Select “Add all the members returned by the search to the marketing list” Select “Add to Marketing List”, Or, if you want to modify the query, select “Back to Query”

Step 3: Create the list of records to remove from your ‘initial’ list Select “Manage Members” from the Menu Select “Use Advanced Find to REMOVE members” You can build a new Advanced Find, or select from your existing Views Step 3: Create the list of records to remove from your ‘initial’ list

Once you have all your criteria identified, select “Find” to create your ‘remove’ list

Select “Remove all the members returned by the search to the marketing list Select “Remove from Marketing List”, Or, if you want to modify the query, select “Back to Query”

Select “Save” or “Save & Close” to exit. The number of records left in the list will reflect under the “Members Count” field. To see the full list of records, select “Marketing List Members”

This add & remove process is limited to only a few entities within CRM: Account, Contact and Leads. The CRM Administrator can define the fields that will be displayed in the resulting marketing list, but (I believe) these fields will be the same fields displayed for all marketing lists created. The columns may differ between Account, Contact and Leads Things to note:

Taking action on the records You can select individual records within the list and take different actions. Taking action on the records