Creating targeted marketing lists doesn’t have to be complicated. With Dynamics CRM map integration, you can simplify the process and reach customers more effectively. This tool helps you easily segment your audience based on location and other criteria.
You’ll save time and make sure your marketing efforts are focused. In this blog, we’ll guide you on how to create these lists using Mappyfield.
These steps will allow you to organize, assign, and engage your contacts in just a few clicks. Let’s dive in and make connecting with your customers much easier.
Step 1: Redirect to the “Map” page
After logging into Dynamics 365, click on “MappyField 365” from the Dynamics 365 apps dashboard.
Step 2: Select the entity (Account/Contact/Lead) for which you want to build a marketing list
Step 3: Add records to the Marketing list
After mapping all the records, choose the ones you’d like to add, then click the “Add to Marketing List” button. Two options will appear: “Add to Existing List” and “Add to New List.”
To add records to an existing marketing list, follow the below steps:
– Clicking the “Add to Existing List” search button will display all available marketing lists in Dynamics CRM.
– Select the desired marketing list, then click the “Add” button to save the records to that list.
To create a new marketing list, follow the below steps:
– Select the “Add to a new list” button. When you choose this option, you can enter a name for the list based on your preference. After entering the name, click the “Add” button to create a new marketing list and include records in it.
To add an individual record to the marketing list, follow the below steps:
– Select any record or pin from the map.
– Hover over “Save & Assign,” then click on “Add to Marketing List.”
Creating a region-wise or segmented marketing list becomes effortless with the right tools and a clear, customer-focused vision. By leveraging Dynamics CRM map integration, you can efficiently build targeted lists that align with your marketing goals and drive a deeper connection with your audience.
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