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.
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...
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.
This has been released
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”.
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...
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.
Segment memeber exportation info
In the segmentation of customer insights journeys, although the columns are dynamically added to the segment member view, when exporting, the system exports some columns by default.
Please, it would be a great help if in the exported excel file the columns of the segment member view that...
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...
This has now been released and we have increased the total size from 4000 characters to 1.04M characters
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.
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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