The Symptom: New members are not being added to a Marketing Automation workflow from a synced (saved) report. The dynamic list tied to the workflow does not pick up the new contacts when it refreshes each night.
The Root Cause: The saved report being synced to the dynamic list is missing the Contactid field. The Contactid field is the unique ID that identifies each contact (it is the value shown in the URL while viewing a contact). Without it, the dynamic list has no reliable key to match against, so new members are never added when the list updates overnight.
The Fix
Follow these steps to resolve the issue:
- Open the saved report that you are syncing to the dynamic list (for example, the New Member list).
- Add the Contactid field to the report’s selected fields.
- Save the report so the Contactid field is retained.
- Confirm the saved report is the one selected for the Marketing Automation workflow’s dynamic list.
Verification: How to know it worked After the next nightly refresh, check the dynamic list and confirm that newly added members now appear. Going forward, any report you save and select to update a dynamic list must include the Contactid field for the list to update each night.