Associating a Survey to a Marketing List in Microsoft Dynamics

What does it do?

When you link a survey to a marketing list, any new registrants who signed up via the survey are automatically added to the marketing list. 

How can you use it?

One way you could make use of this feature is by embedding sign-up forms on your website. Whenever someone subscribes, they'll be added to the marketing list. This enables you to constantly grow your marketing lists without any manual input, helping you to maximise your content's reach.

Setting it up:

We've made it super simple! From within a survey, you just need to ensure that the "Associate to a marketing list" checkbox is ticked and that you've selected the list to link the survey to:

If the "Use Leads" option is toggled to "Yes" in the integration settings, you will be able to select a list to add any new contacts to. In this instance, any existing contacts would be added to the selected contact list and all new contacts would be added to the lead list:

Want to convert your blog and podcast fanatics into contacts? You can embed these surveys on your website to keep your CRM and website connected. All you need to do is copy the iframe code from the "Embed" tab when you deploy a survey and paste it on to your website. Any sign ups will be automatically added to your marketing lists!