---
title: Copying marketing lists
slug: campaign/docs/copying-marketing-lists
docTags: 
createdAt: 2026-07-20T15:45:30.265Z
---

:::hint{type="info"}
**Note**

This topic is for administrators and developers with administration access rights in Microsoft Dynamics.
:::

With the Microsoft Dynamics CRM integration you can copy contacts and leads from a marketing list to an Optimizely Campaign recipient list on a daily or weekly basis. You can then use this data to send welcome or birthday mailings in a [Marketing Automation](docId\:rH-CVuXsKjRWjl4DSmNsl) campaign.

The copying is one-way from CRM to Optimizely Campaign. Unsubscribes and outbounces are updated back into CRM. Other data will not be updated in CRM if changed in Optimizely Campaign.

## Prerequisites

To configure a corresponding recipient list in the relevant client, contact [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV). Furthermore, you must [configure](docId\:sJ971sCzO-bqfkti-rHFK) the marketing list for the copying process and [start the workflow](docId\:sJ971sCzO-bqfkti-rHFK) for automatic copying.

:::hint{type="info"}
**Note**

The recipient list format is the same as for campaign management. If you need [additional fields](docId\:amcyrSqPEVelSryjVZUFT) in your recipient list, contact [customer support](docId\:ZWe1T3UPz3JW6_4mc76qV) before configuring copying of marketing lists.
:::

## [copying-marketing-lists.mdx](docId\:sJ971sCzO-bqfkti-rHFK)Configuring the marketing list for the copying process

After the recipient list is configured, do the following:

1. Open Microsoft Dynamics CRM and select **Marketing** > **Marketing Lists**.

   ![Image: Marketing Lists](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/Gdg3Fj0umsZSDVJ0e-bkb-20260720-145342.png "Image: Marketing Lists")
2. Select the marketing list to synchronize and click **Edit**.

   ![Image: Edit Marketing list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/cUgLfOXOhSpEWLW1eVlY2-20260720-145342.png "Image: Edit Marketing list")
3. Click **Yes** in the field next to the **Episerver Campaign Recipient list**.

   ![Image: Select Yes for recipient list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/MIkfsP2bMfgkS5wtOSOfE-20260720-145342.png "Image: Select Yes for recipient list")

:::Paragraph{indent="1"}
Click **Yes** in the field next to **Transmission active**.
:::

::Image[]{src="https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/CWLkUIeN5ULTliRznxgGA-20260720-145342.png" size="100" caption="Image: Select Yes to activate transmission" alt="Image: Select Yes to activate transmission" isUploading="false" showCaption="true" indent="2"}

:::hint{type="info" indent="2"}
**Note**

**Transmission active** must be set to **Yes** for the copying to start. If needed, you can disable the copying later by setting the field to **No**, without losing the configuration.
:::

4. Under **Advertising Consent**, select the marketing permission to be used as criterion when selecting contacts and leads to transfer. Click the magnifying glass symbol in the field and select the relevant marketing permission.

   ![Image: Select marketing permission](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/dBxwvW-MV34L5PanYNzjH-20260720-145342.png "Image: Select marketing permission")
5. In the **Recipient List ID** box, enter the ID of the Optimizely Campaign recipient list into which the marketing list is to be copied.

   ![Image: Enter ID](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/pDmlbJc21zIiV1XEVCZQt-20260720-145342.png "Image: Enter ID")

   :::hint{type="info"}
   **Tip**

   To see the recipient list ID, open the Optimizely Campaign[ menu](docId\:PmNPgvNucBrAG5Rw8f41f) and select **Administration** > **API overview** > **Recipient lists**.
   :::
6. Under **Interval**, select the time interval for the copying (daily or weekly) by clicking in the field.

   ![Image: Select interval](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/6pitjNh5AQYQbyS9Dr6-6-20260720-145342.png "Image: Select interval")
7. When done, click the disc symbol at the bottom right to save.

If the copying process is running successfully, the **Transmission Status** field will show **Running**. If there is an error, the status field will show **Error**. See [Maintenance and Troubleshooting](docId\:i7XGGzzwZTubeMxj8H2il)) for error messages.

## [copying-marketing-lists.mdx](docId\:sJ971sCzO-bqfkti-rHFK)Starting and monitoring copying workflows

### Starting the workflow

1. Click **Run Workflow** in the campaign activity screen in Microsoft Dynamics CRM.

   ![Image: Run Workflow](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/DLG_fgC98TtmwrYykwG9j-20260720-145342.png "Image: Run Workflow")
2. Select **Episerver: Send marketing list to Episerver Campaign** and click **Add**.

   ![Image: Add marketing list](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/OBJZCkuvQZdUjXDYaPIjJ-20260720-145342.png "Image: Add marketing list")

### Monitoring workflow activity

You can view the current status of the workflow at any time under **Settings** > **System** > **System Jobs**.

If the workflow fails, the time for **Nächste Übertragung** (**Next Transmission**) is automatically changed to the next day or week. To export the marketing list before the next automatic export after resolving the error, click in the field next to **Nächste Übertragung** (**Next Transmission**) and select the date and time.

![Image: Monitor workflow](https://api.archbee.com/api/optimize/BrbvVORKJ5iIeSMZye5kI/cBmQz2rIvpFnpmwPA337o-20260720-145342.png "Image: Monitor workflow")