Ability to see all what segments a contact is in from the Contact record.
It would be great to see which segments a contact is in from the contact record, rather than just which members are in a single segment.
Audit segment membership - Static and Dynamic
It would be helpful to have a clear audit of who joined and left the segment and when both for static and dynamics - I know the dynamic one has some charts about size but no specific details on who/why/when. I cannot see any audit for static segments.
Allow convert marketing list to segment
Add a button on marketing lists to convert a marketing list to a segment. Add a button on segments 'from marketing list' to fill a segment based on a marketing list. Add a condition in the filter to add members from a marketing list.
Please make it possible to create a random sample segment or marketing list for surveys
Some organizations want to send surveys to randomly selected recipients that respresent a certain customer segment. Please make it possible to create a segment or marketing list to which you can add a random sample of contacts from another segment or marketing list.
Thank you for your feedback.
Currently this is not in our roadmap; however, we are tracking it and if we get more feedback and votes, we may consider it in the future.
We would like to learn more on the specific scenario. Perhaps instead of the segment driving the sampling it should be the customer journey automation that could take a random sample of select size / portion of a segment. It may even be desired to send out in phases to random or ordered selections from a segment.
More votes and more details will help us to design best for our customer's demand.
Sincerely,
Christian Abeln, PM,
Microsoft.
Provide segment templates in RTM
In OBM there was the option to create segment templates which is quite useful for complex segments. Also there was a query view to see the segment definition in text. Both options are currently unavailable in OBM and we need such functionality again.
With lots of custom entit...
Ability to create segments targeting addresses set in the consent center
Currently, when creating segments in Real Marketing, the target audience is only contacts and leads.
After creating a segment, you can add elements, but not consent center tables.
Therefore, you can't create email segments that target addresses set up in the consent center, and it'...
The ability to add consent fields such as 'Opted in' etc, is planned for release in 2025 wave 1
Enable Bulk Updates for Segment Status Reason
The current design of Dynamics 365 Customer Insights - Journeys restricts users from updating the Status Reason field for segments in bulk. At present, changes to this field are managed automatically by the system and cannot be modified directly by users. Updates must be carried out individual...
Enhance Graph on Segments Member Insight to Show Real-Time Trends
Currently, the graph on the Segments Member Insight dashboard displays a flat line, which does not accurately reflect the ongoing trends and insights we need to monitor. To better understand and analyze the data, it would be highly beneficial to have a graph that shows the real-time trends and...
Create Segments based on Accounts
We request the ability to use the account entity in the RTM segment for marketing emails. Many clients use accounts as a prospect funnel, but D365 Marketing currently supports only contacts and leads
Using Customer Insights Data Segments as part of the segment definition on Customer Insights Journeys side
All the created CID segments are nicely visible in CIJ RTM side but you cannot use them as basis for other segments. When you have some external data on CID side and you create a segment there, it would be really useful to be able to use that segment of accounts (for example) connected to actu...
Administrator
This was a feedback for OBM -
Closing this as we are also adding this as a feature in RTM