9

Please provide preview before making the segmentation live

At this moment for the dynamic segment, it doesn't give us the ability to preview the member list before the segment is made live. And even after it made live, it took some time for the segment to be populated. From the usability point of view, this is inefficient for the marketing manager to ...

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1 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
Ideas Administrator

This is on the roadmap; no specific ETA. *Requires additional Community support to get this prioritized.*

7

Quick update segments

Segments can take up to 6 hours to update, which in turn means more than a 6 hours wait time for actions to occur in a Customer journey based on this segment. It is totally understandable that the heaviest of segments require some time to update, where the segments are building on several othe...

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0 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
6

Please provide "query templates" for segmentation

Please provide "query templates" for creating dynamic segments. Useful "query templates" could be - "I want to find contacts who have registered to an event" - "I want to find contacts who attended an event" - "I want to find contacts who have submitted a form" - "I want to find contacts with ...

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2 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
6

Please make relationship name to be more user friendly

At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.

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1 Comments

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Category: Segmentation (13)

STATUS DETAILS
Planned
April 2019
Ideas Administrator

Partial fix is available now and the other fixes are on the roadmap for April 2019.

5

Please allow Lookup/Option Set user experience when working with Segment Builder

It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.

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2 Comments

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Category: Segmentation (13)

STATUS DETAILS
Planned
April 2019
Ideas Administrator

Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.

5

Please allow to customise the segment members grid

At this moment the segment members grid is hardcoded to show the predefined columns. It will be useful to honour Dynamics 365 view or something similar when displaying the grid.

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1 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
Ideas Administrator

 On the roadmap; no specific ETA. *Requires additional Community support to get this prioritized.*

4

Please allow more meaningful name for segment (not restricting it without space)

At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.

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1 Comments

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Category: Segmentation (13)

STATUS DETAILS
Completed
Ideas Administrator

This feature was released earlier than expected and is available in our December 2018 UpdatePlease note that the Release Date noted doesn't match the actual due to limitations in the tool at this time.

 

 

2

Please allow keyboard shortcut or something similar on static segment

when configuring a static segment, I need to tick the member 1-by-1. Keyboard shortcuts like Ctrl + click or Ctrl + Shift + click to select multiple doesn't work in the static segment grid. This is time consuming

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0 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
Ideas Administrator

On the roadmap; no specific ETA.

1

Website Tracking - Named Users / Segments?

When I go to Internet Marketing -> Websites, and select our public website with the tracking installed, I see a lot of data1. But there are no 'named users' shown - not even a column of names to click to go to that user's contact profile in CRM. This documentation page mentions known contac...

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0 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review
1

Allow us to modify the views of members in a segment

Currently the list is very unhelpful, it shows full name, email1, phone, Account name, and crmrecordid (quite possible the most useless field ever displayed anywhere as we can't use it for anything at all in the real world). The list is not even sorted alphabetically. Clicking on most of the c...

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0 Comments

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Category: Segmentation (13)

STATUS DETAILS
Under Review