1

Import an excel as a segment

It would be great if we could import an excel as a segment without any devs. Best

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Category: Segmentation (42)

STATUS DETAILS
New
1

Customer survey and leads

Hello, in all companies i've worked with, a lead become a contact after he buys something. So companies don't need to create contacts every time that a lead is created. But they do want to create segments with the leads data (if they accepted to receive emails). Why it isn't possible? Thanks...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Make life more simple: Categorise segments, fields, attributes, entities

With no doubt MS Dynamics 365 is the most advanced segmentation builder for marketers comparing to other marketing automation platforms. There are a ton of capabilities to make the segment that you want. But...... there is a huge con on to the way that Dynamics 365 helps the marketer to make fast...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Enhance Date field querying in Segments

The scenario that cannot be queried in Segments is: "Find me all Contacts where their birthday lands next month." - The Relative Date functionality does not allow for this, even with the "is anniversary" flag ticked. - The Partial Date functionality allows for a specific month but not a Next Mo...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Change Lookup Views in Segments to related entries

Hey Guys, we have a 3-level-Hierarchy for our segmentation criteria. It Would be nice, if we can change the lookup view for the fields to "the related entries". So basically i want to select the first level, after that i want to select only from the items which are related to the first level and ...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Add posibility to look segments in which contact is used from contact record

Please make possible to see in which semgents contact is. For example some contact "Name Surname" is used in three segments: s1, s2, s3. In order to get this info user has to look into all segments and find Name Surname there ad this is very unconvenient. Can you make it possible to see this info...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Segment names in compund segments

Please make the segment names visible when clicking on a Live compound segment. If I have a compound segment made of segments with long names, I would like to see which are these segments that are building the compound segment.

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Category: Segmentation (42)

STATUS DETAILS
Under Review
1

Copy of a Segment

Please provide the possibility of copying a segment, so that you can create a new segment with only few changes starting from the old one.

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Category: Segmentation (42)

STATUS DETAILS
Under Review
1

Give indicator that initial segment has been built

Recognizing that a dynamic segment is never "done", when Going Live with a segment of considerable size that you want to do some validation on, it would be handy to know that an initial pass of all contacts in your DB has been completed. Just some kind of simple flag to show completion so you ...

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Category: Segmentation (42)

STATUS DETAILS
Under Review
0

Importing Contacts into a Segment without removing them from another segment

Would love to be able to import contact that may or may not be in the system in to a Dynamic Segment without removing them from any other dynamics segment you may have imported them in to in the past.

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1 Comments

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Category: Segmentation (42)

STATUS DETAILS
New