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
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 ...
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...
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.
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.
Thank you for submitting this idea. This feature is in progress and is currently on our roadmap for April 2019 delivery.
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).
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 ...
Hard Bounced Flag on Contact and Leads
Currently there is no simple way to track the contacts or leads that have email addresses that have hard bounced. I understand that hard bounces are tracked by email address and have no direct connection to the contact or lead. Also, the functionality to create a segment from the hard bounces o...
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...
Even in real-time marketing, a function that allows you to output a list of members included in a segment to a file.
Idea Description: Currently, outbound marketing has the ability to export members to an Excel file.
However, real-time marketing doesn't implement that feature.
Adding this feature improves the user's experience.
Released as of December 2024
Administrator
Needs community support for consideration.