46

Email Leads / Market to Leads

Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simpl...

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8 Comments

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Category: Segmentation (215)

STATUS DETAILS
Planned
2021 Release Wave 2
Ideas Administrator
Leads will be supported in the new functionality coming on the next major release
45

Please Allow us to create Segments based on Leads and Accounts

Generally Lead is the 1st point of contact, A contact record is not created unless we qualify a lead, Creating segments using leads and accounts would be a huge benefit.

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2 Comments

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Category: Segmentation (215)

STATUS DETAILS
Needs Votes
40

Export Segment / associated Segment members from Real-time Marketing

Currently unable to export Segment or members of segment from Real-time Marketing. Our Marketing team require this feature.

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2 Comments

Read more... 2 Comments

Category: Segmentation (215)

STATUS DETAILS
Completed
Ideas Administrator

This has been released

35

Enable the audit history tab on the Real-time segments

“Although the audit summary is available, it seems we must now know entity name and do some searching ourselves. An audit summary tab in OBM was more user-friendly and provided a quick view of the audit history”.

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0 Comments

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Category: Segmentation (215)

STATUS DETAILS
Needs Votes
35

Include Realtime Segments in "Lists and Segments" - "Add to segment", from Contacts or Leads

Segment Filtering Issue: when adding contacts to a segment from a contact view, the segment list currently shows only outbound segments and not real-time segments. We need to include realtime segments in this list or at least provide a filtered view option to be able to select...

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0 Comments

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Category: Segmentation (215)

STATUS DETAILS
Under Review
34

Ability to Remove Contact from a Live Customer Journey

We would like the ability to remove a Contact from a live customer journey. Example: I have a customer journey that invites 50 contacts to an event. If they do not register for the event, they receive a reminder. During the customer journey, the Contact tells us they do not want to attend the ...

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3 Comments

Read more... 3 Comments

Category: Segmentation (215)

STATUS DETAILS
Planned
2025 Release Wave 1
Ideas Administrator

As of 1/7/25 

One way to deal with this without needing to create a suppression segment is to use 'exit by trigger' for the above use case where you can create a trigger for those that have opted out of the event or responded no to the event and then exit them by using the 'exit by trigger' option.

We will add this to our backlog as well - We are coming up with the ability to edit segments that are being used in a live journey in late Q1/Early Q2 2025.

 

Hello! This is possible in real-time marketing using alternate exits and the first scenario you described below. By adding the "segment of not attending" to the "Exit by segments" section of the real-time journey settings, anyone who becomes part of a segment while participating in the journey will be removed from the journey early. Note that this is different from "Exclude by segments" when configuring the audience which blocks people up front but is not re-checked during the journey execution.

You can find documentation on this feature here: https://learn.microsoft.com/dynamics365/marketing/real-time-marketing-tile-reference#journey-end

I'm moving this to "Under Review" for now in case you or others are still experiencing issues, but if I don't hear back on any problems I'll mark it as completed.

Sincerely,

PM, Microsoft


As of 2/20/2028
This needs the ability for a user to edit a segment based on a live journey. This is in the roadmap and planned for 2025

31

Sort and filter columns in the Segment Member view within a Segment

When you use the segment member systemview in the contact overview you can sort and filter any of the columns.

This feature ist not available using the same view on Members within the Segment itself.

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0 Comments

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Category: Segmentation (215)

STATUS DETAILS
Under Review
30

Increase the size of the Segment Query definition

Request is to increase the size of the Segment Query definition. Our customer has quite complex segment needs and when the segment editor converts the code to the query language, they often get the ‘you have exceeded the 4,000 character limit’ error. They are looking to building sub-segments a...

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1 Comments

Read more... 1 Comments

Category: Segmentation (215)

STATUS DETAILS
Completed
Ideas Administrator

This has now been released and we have increased the total size from 4000 characters to 1.04M characters

30

Segment Retrieval Feature via WEBAPI for Leads

I am seeking a functionality that supports a WEBAPI call, enabling the input of a lead's Guid to reveal the associated segments the lead belongs to.

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2 Comments

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Category: Segmentation (215)

STATUS DETAILS
New
29

Allow only active compliance profiles to be visible in segments

When adding a compliance profile to a segment (purpose or topic), both active and inactive profiles are displayed, causing confusion and clutter in our workflow.

Suggestion: Only show active compliance profiles in segments

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0 Comments

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Category: Segmentation (215)

STATUS DETAILS
New