This has been a most population concept in marketing module of CRM ; i would like to share some crucial difference between them:
Dynamic marketing lists is able to save time and ensured that everyone that should be on the list was on the list.
A Static marketing list is a snapshot in time. You add the contacts you want in that marketing list depending on certain criteria…and that was it. If a new contact is added to the CRM database you can manually add them to the marketing list, or if the marketing list is no longer relevant to a contact you can manually remove them.
Dynamic marketing lists removes the manual element. You can create a query (e.g. all customers where their country equals Ireland). This means that any contacts with “Country = Ireland” will be added to the list. As you add new contacts to the CRM database, they will automatically be added to the marketing list if they live in Ireland. If a contact moves and the Country field in the contact card is updated, then they will be automatically removed from the marketing list.
Some other major differences below :
| 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 |
Happy CRM 🙂 cheers!!
Passion Dynamics 