Tip #1204: Export marketing lists with more information

Is there a way to export a marketing list and include email addresses and other information? When I export a marketing list, I just get the lead or contact’s name.

Reader

Yes — you can get email address, phone number, address, and any other information from the contacts or leads who are members of the list. This is a common request when people want to build a list in Dynamics and then do something with it — mail merge in Microsoft Office, or export to a third party non integrated marketing platform like Constant Contact or Mail Chimp.

If you want to include details from contacts or leads associated with a marketing list, you need to do it from the contact or lead level. Do an advanced find for contacts and filter by the related marketing list entity. You can then include any field you want from the contact or lead, including fields from parental relationships like parent customer.

In this example we are filtering contacts by the related marketing list called “contact list.” This search returns all members of the marketing list.

2 thoughts on “Tip #1204: Export marketing lists with more information

  1. Daniel Zsiga says:

    Joel,

    Can this be done in CRM-2016 or just the new online version?

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