Issue: When creating a new dynamic marketing list based on a custom Generic Inquiry, the qualifying lead does not appear in the MarketingListMember table.
Context:
Goal: Create an export of leads/contacts that is filtered on their “subscribe” status that can be imported into SendGrid.
Approach: Using dynamic lists tied to a Generic Inquiry.
Problem: The expected lead qualifies in the inquiry but is missing from the marketing list membership table.
Question: Has anyone experienced this? Is there a step or sync process required to populate MarketingListMember for dynamic lists?
Best answer by nickcerri32
This is a fun one. I’m not going to pretend to know the logic behind this, but the DAC CRMarketingListMember will display ALL records of a Static Marketing List, irrespective of their Subscribed status. However, if the list is changed to a Dynamic type, it will only display those records that are NOT subscribed.
Your problem “The expected lead qualifies in the inquiry but is missing from the marketing list membership table” might best be answered by the question: How do we get a GI of all the records in a particular dynamic list along with their subscribed status? (since this seems to be a part of your Goal).
The easiest way to do this would be to take the GI that you’re using for the dynamic list, set it as the parent table in a new GI, then link that GI to the CRMarketingListMember table. Your parent table must have the contactID field so that the join works. Here’s an example with the Lead table.
Next, you can write a formula that leverages the function of the CRMarketingListMember table for dynamic lists. Namely, that the record is UNSUBSCRIBED if they are in the CRMarketingListMember table.
This should be a sufficient starting point. Let us know how it goes
This is a fun one. I’m not going to pretend to know the logic behind this, but the DAC CRMarketingListMember will display ALL records of a Static Marketing List, irrespective of their Subscribed status. However, if the list is changed to a Dynamic type, it will only display those records that are NOT subscribed.
Your problem “The expected lead qualifies in the inquiry but is missing from the marketing list membership table” might best be answered by the question: How do we get a GI of all the records in a particular dynamic list along with their subscribed status? (since this seems to be a part of your Goal).
The easiest way to do this would be to take the GI that you’re using for the dynamic list, set it as the parent table in a new GI, then link that GI to the CRMarketingListMember table. Your parent table must have the contactID field so that the join works. Here’s an example with the Lead table.
Next, you can write a formula that leverages the function of the CRMarketingListMember table for dynamic lists. Namely, that the record is UNSUBSCRIBED if they are in the CRMarketingListMember table.
This should be a sufficient starting point. Let us know how it goes
Thanks so much for your quick and thorough response. Not sure I like you idea of fun 😀
What I decided to do is work with a static list instead. The loading of leads is still “dynamic”, but it must be triggered manually which isn’t a problem for me. At most, I will be doing a manual sync with SendGrid.
This allows all of the records to show in the MarketingListMember table.
I just need to finalize my SOP and I am off to the races.
