CRM 2011 – The Difference between Dynamic and Static marketing lists

One of the new pieces of functionality added into CRM 2011 is the addition of Dynamic Marketing lists.  These are a thing of beauty.  Dynamic Marketing lists allow you to create lists which dynamically manage the members and add in new members who meet the query criteria.

So if you want a list which has all the accounts who purchased a certain product then create a dynamic list and everytime a new account purchases that product they will be automatically included in the marketing list.

I am studying for the CRM 2011 applications exam and you need to know the functionality of static and dynamic lists, so I created the table below

The Difference between Dynamic and Static marketing lists

  Dynamic List Static List
Member types Leads, Contacts or Accounts Leads, Contacts or Accounts
Adding members The query to select members automatically adds records which meet the criteria You can manually add records using the Add to Marketing List button

Manage Members – Add records using a lookup

Manage Members – Add records using an advanced find

Removing members Members are automatically removed if they no longer meet the dynamic list query criteria Manage Members – Advanced find to Remove records

Manage Members – advanced find to evaluate members

Blocked attribute You cannot block a dynamic list (you can use the copy to static button to copy the members of a dynamic list to a new static marketing list) You can block a static list, which stops members being added or deleted.
Updating list members automatic Manual – a static list has to be updated manually.
deactivated records/members Automatically excluded from the list  
Can lists be added to a campaign Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign Yes – All marketing lists can be added to a campaign and both static and dynamic can be added to the same campaign
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3 thoughts on “CRM 2011 – The Difference between Dynamic and Static marketing lists

  1. Allistair Berry January 23, 2012 / 10:13 am

    Hi. Could you let me know why members of dynamic lists do not have the relevant campaigns added to their contact cards?

    Like

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