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