Create marketing lists
Important
Fundraising and Engagement is being retired. Support for Fundraising and Engagement will end at 11:59 PM Pacific Time on December 31, 2026. For more information, go to What’s new in Fundraising and Engagement.
The Fundraising and Engagement solution is built on Dynamics 365 Sales, which lets you use solution data to create segmented lists of contacts and organizations. Marketing lists let you query your data and save the result as a static list of constituents. Or, save the query itself so you can get a dynamic list of members that meet your criteria whenever you need.
You can also use marketing lists to export and feed lists into an external marketing solution of your choice.
For more information about marketing lists, go to Create a marketing list using in-app marketing.