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 (144)

STATUS DETAILS
New
29

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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1 Comments

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Category: Segmentation (144)

STATUS DETAILS
New
29

セグメントから重複した取引先担当者を除外する

セグメントする時に重複顧客を除外する方法がないので、メールが重複で送信してしまう可能性があるので、できれば除外する方法、もしくは重複がある時に警告メッセージを表示するとかの機能があれば助かります

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0 Comments

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Category: Segmentation (144)

STATUS DETAILS
Under Review
28

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 (144)

STATUS DETAILS
Needs Votes
26

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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3 Comments

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Category: Segmentation (144)

STATUS DETAILS
Planned
2023 Release Wave 2
Ideas Administrator

Needs community support for consideration.

25

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 (144)

STATUS DETAILS
Completed
Ideas Administrator

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

23

Allow Segment based on Dynamic Marketing List

Due to the "number of hops" we cannot access a certain group of Contacts within a segment. Allow the creation of a Segment from a DYNAMIC Marketing List, not just Static.

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1 Comments

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Category: Segmentation (144)

STATUS DETAILS
Needs Votes
21

Make the fields with enabled security available in the RTM segment

If you have security enabled on some fields, it's currently not possible to use those fields in the query of a real-time marketing segment. Even if your user has a security profile giving the read privilege on the secured fields (and even if you're system administrator).

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0 Comments

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Category: Segmentation (144)

STATUS DETAILS
New
19

Creating Segment using include contact group do not give option to search the contact by email address

Create a new segment -> select Include Contacts group -> search for the contact -> it only allow search using first name and last name


Contact email address is unique in this environment. There are multiple record with same name, so to select the exact contact, either need to ...

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0 Comments

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Category: Segmentation (144)

STATUS DETAILS
New
18

Capability to query the various "reasons"(bounce categories) why an email address is blocked

When creating a Real-Time Marketing segment, enable the capability to query the various "reasons"(bounce categories like suppression-list) why an email address of a c...

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1 Comments

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Category: Segmentation (144)

STATUS DETAILS
New