3

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 (59)

STATUS DETAILS
Needs Votes
3

Custom Workflows to Create and Associate Contact from Lead

In the user guide on page 665, Microsoft states they are considering these features. I can't find them anywhere on the roadmap or in these new idea suggestions. This suggestion is primarily for #1 which would create a marketing-only contact when a lead is created and associate it with the lead un...

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
3

Email Validation / Email Clean-Up / Email Verification

Add functionality that validates email addresses like Neverbounce does. This will allow users to clean-up segments and subscription lists. We need real time email verification and cleaning. https://neverbounce.com/ Some examples of how to include this feature could be: 1. When I build or view...

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
3

Segment filter condition

Our Client want to see only shared contacts as per the business unit using Segment filter

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
3

Allow relative date criteria also for Behavioral segments

Demographic segment has a very useful feature for date fields - it is possible to add "relative date" criteria, for example "TODAY minus 3 days". This allows for example targeting of contacts created a number of weeks ago, etc. This is not possible for Behavioral segments. Often it is desirable ...

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1 Comments

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
3

Remove Segment Filter options that are not applicable to the company

I would like to have the ability to remove segment filter options that are not applicable to my company. For example, there are many filter options that were OOB that we would never use: - (Deprecated) Process Stage - (Deprecated) Traversed Path - Yomi Full Name - Yomi First Name - Pager As you ...

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
3

Fields names in Live segments

Please make the fields names visible in the query of Live Segments. When fields names are too long, we can't see them completely, even if clicking on them. It's difficult when we have many fields starting with the same words.

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Category: Segmentation (59)

STATUS DETAILS
Planned
2022 Release Wave 1
Ideas Administrator

This will be resolved by the public preview of the new segmentation experience in real time marketing

3

Please show only field Display Names in the query builder

Please show only field Display Names in the query builder. Schema names are often not that user friendly. Plese also consider is it necessary to show contact GUIDs in the segment's contact view.

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0 Comments

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Category: Segmentation (59)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! Most placed where internal names that had been observed before have been replaced by the display names. With the introduction of the new marketing analytical backend this will be completed.

Special consideration was the situation of org default language, UI language and respective fall backs - which ultimately will fall back to the internal name, if not respective translation can be found in the organization

Sincerely,

Christian Abeln, PM,

Microsoft.

3

Show display ames of instead of database names of custom fields in field selector

When creating a segment the fields that are custom made are shown with their database name in the dropdown selector, not Display name. For example "abc_accountnumber". The users don't know which field to select because they are not familiar with the database names, only Display Names that are ...

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Category: Segmentation (59)

STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We will consider this in our roadmap.

Please expect this to be fully available with the transition to the new marketing analytics backend (in June 2019) and face lift of the segmentation UI in upcoming release.

Sincerely,

Christian Abeln, PM,

Microsoft.

2

Reduce the Evaluation time of segments.

The evaluation time of segments as per the documents could reach up to an hour. As marketing users, it is ideal to have the evaluation time to be as low as possible. An average time evaluation time of anything less than 15 is suitable for the demanding business. It'd be great if Microsoft coul...

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Category: Segmentation (59)

STATUS DETAILS
New