How do you create a marketing list in Dynamics 365?

Creating a marketing list in Dynamics 365 involves compiling a list of contacts based on specified criteria for targeted marketing. This method allows for the segmentation of contacts based on various parameters such as demographic information, interests, behaviors, or engagement history. It enables marketers to tailor their campaigns to specific audiences, enhancing the effectiveness of their marketing efforts.

Using the criteria-based approach ensures that the resulting marketing list is not only relevant but also strategic, as it aligns with the goals of the marketing campaign. Marketers can create dynamic lists that automatically update as contact data changes or static lists that remain unchanged until manually edited.

In contrast, importing contacts from Excel is a method of adding contacts but does not specifically target or segment them based on marketing needs. Selecting random contacts or manually entering details does not adhere to a strategic approach for marketing list creation and does not leverage the power of criteria-based segmentation to improve campaign success.