1. Summit Nashville 2017 9/16/2018 11:21 PM
© 2017 Dynamic Communities. All rights reserved.

2. List Building 101 Katie Soderberg Dynamics 365 & CRM Channel Manager
Summit Nashville 2017
9/16/ :21 PM
List Building 101
Katie Soderberg
Dynamics 365 & CRM Channel Manager
eOne Solutions
© 2017 Dynamic Communities. All rights reserved.

3. Agenda Introduction to Marketing Lists in Dynamics 365 and CRM
Summit Nashville 2017
9/16/ :21 PM
Agenda
Introduction to Marketing Lists in Dynamics 365 and CRM
Demo – How to build lists
What can we do with marketing lists?
Tips and Considerations for Segmentation
© 2017 Dynamic Communities. All rights reserved.

4. Katie Soderberg, Dynamics 365 and CRM Channel Manager at eOne
Summit Nashville 2017
9/16/ :21 PM
Katie Soderberg, Dynamics 365 and CRM Channel Manager at eOne
Passionate about creating better customer experiences – through CRM with other systems.
From Moorhead, MN (pretty much Fargo)
Dakotas CRMUG Chapter Leader
Has been working with CRM since version 4.0
Enjoys being with family, keeping up with my kids activities (ages 2 and 4 – both boys), and going to many football games!
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5. The “Why” for Segmentation Excellence

6. Summit Nashville 2017
9/16/ :21 PM
Segmented and targeted s generate 58% of all revenue. (The Direct Marketing Association, 2015)
© 2017 Dynamic Communities. All rights reserved.

7. * 81% of US online shoppers are more likely to make additional purchases, either online or in a store, as a result of s based on previous shopping behaviors and preferences. – Harris Interactive 

8. Introduction to Marketing Lists
Summit Nashville 2017
9/16/ :21 PM
Introduction to Marketing Lists
© 2017 Dynamic Communities. All rights reserved.

9. What are marketing lists made up of?
Summit Nashville 2017
9/16/ :21 PM
What are marketing lists made up of?
LEADS, CONTACTS, ACCOUNTS
Anybody your business communicates with in the course of doing business.
You can use other CRM data as criteria for segmentation.
© 2017 Dynamic Communities. All rights reserved.

10. STATIC VS. DYNAMIC MARKETING LISTS
Summit Nashville 2017
9/16/ :21 PM
STATIC VS. DYNAMIC MARKETING LISTS
Static Marketing Lists
“Snapshot in time”.
Members are added using various methods except dynamically through an advanced find. Each member can be added manually or through a lookup.
Dynamic Marketing Lists
Defined by an advanced find associated with the marketing list.
Whenever a new record is created or updated and meets the criteria of the marketing list query, it will automatically be added to the marketing list.
© 2017 Dynamic Communities. All rights reserved.

11. Common reasons for marketing lists
To send out company newsletters
To distribute promotional s
To send event information and updates
To use in mail merge

12. Summit Nashville 2017 9/16/2018 11:21 PM
© 2017 Dynamic Communities. All rights reserved.

13. Demo: Let’s Build a List or two!
Summit Nashville 2017
9/16/ :21 PM
Demo: Let’s Build a List or two!
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14. Building a Static List Summit Nashville 2017 9/16/2018 11:21 PM
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15. Adding Members to a Static List

16. CRM User Adds Member to List
Summit Nashville 2017
9/16/ :21 PM
CRM User Adds Member to List
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17. Building a Dynamic List
Summit Nashville 2017
9/16/ :21 PM
Building a Dynamic List
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18. Adding Members to a Dynamic List

19. What else can we do? Summit Nashville 2017 9/16/2018 11:21 PM
© 2017 Dynamic Communities. All rights reserved.

20. Marketing list menu options

21. Marketing list menu options (cont.)

22. Quick Campaigns + Marketing Lists

23. Quick Campaigns

24. Quick Campaigns

25. Run a CRM Process on a Marketing List
Summit Nashville 2017
9/16/ :21 PM
Run a CRM Process on a Marketing List
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26. CRM Workflow Example Summit Nashville 2017 9/16/2018 11:21 PM
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27. Marketing Automation Example
Summit Nashville 2017
9/16/ :21 PM
Marketing Automation Example
ClickDimensions Campaign Automation – add to list step
ClickDimensions Survey – add to list post action
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28. Demo: Real-life scenario
Summit Nashville 2017
9/16/ :21 PM
Demo: Real-life scenario
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29. Summit Nashville 2017
9/16/ :21 PM
Integration
Using the API Step (Message from the SDK) to add member to marketing list from Excel or other sources.
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30. Segmentation Considerations & Tips
Summit Nashville 2017
9/16/ :21 PM
Segmentation Considerations & Tips
© 2017 Dynamic Communities. All rights reserved.

31. Every business is unique
Every business is unique. You can only segment based on the information you have.

32. Implicit vs. Explicit Data for Segmentation
Explicit Data – Information intentionally shared with you.
Survey Responses
Company info
Contact Information
Web forms like a Contact us Form
Implicit Data – Data gathered from user behavior.
engagement
Web analytic history
Conversion data

33. Best practices for Segmentation
Do you have permission to communicate?
Make sure the data you’re using is accurate.
What “property” data are you using?
(Example – status active vs. deactivated on records)

34. Other Questions? Thank you for attending today!
Katie Soderberg,
Dynamics 365 and CRM Channel Manager
eOne Solutions
ext. 733

35. Resources The CRM Book – Marketing lists (by PowerObjects)
Creating a Dynamics 365 Marketing list (Youtube video)
How to create a Marketing list in Dynamics CRM (Youtube video)
Marketing lists and Segmentation (from Microsoft)

36. Last Reminders Complete Session Survey
Summit Nashville 2017
9/16/ :21 PM
Last Reminders
Complete Session Survey
What did you think of this session? We value your feedback in our efforts to continuously improve, please complete the session survey in the app or online at:
Session Materials
The session materials can be found in the app or online in the event community library at:
Thanks and Have a Great Conference!
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37. Summit Nashville 2017 9/16/2018 11:21 PM
© 2017 Dynamic Communities. All rights reserved.