50

Please provide preview before making the segmentation live

At this moment for the dynamic segment, it doesn't give us the ability to preview the member list before the segment is made live. And even after it made live, it took some time for the segment to be populated. From the usability point of view, this is inefficient for the marketing manager to ...

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2 Comments

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Category: Segmentation (59)

STATUS DETAILS
Planned
2022 Release Wave 1
Ideas Administrator

Thank you for your feedback.

This will be included in the new Real time Marketing segmetnation experience that we are releasing in the next wave. 

Thanks,

PM

Microsoft

49

Segment Relationship 1:N from Contact

It would be great to be able to view what Segments a Contact is a member of and view this relationship from the Contact record. Currently this is not achievable.

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2 Comments

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
35

Email Leads / Market to Leads

Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simpl...

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6 Comments

Read more... 6 Comments

Category: Segmentation (59)

STATUS DETAILS
Planned
2021 Release Wave 2
Ideas Administrator
Leads will be supported in the new functionality coming on the next major release
30

Allow us to force a segment refresh

Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...

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1 Comments

Read more... 1 Comments

Category: Segmentation (59)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

We are providing several related tools to improve the respective performance:

1. Live Editing of segments

2. Instant Evaluation of changes being done by the user 

3. Much enhanced query performance 

With those enhancements in place a force refresh now is less relevant. But if we get more feedback and votes, we may consider it in the future.

Sincerely,

Christian Abeln, PM,

Microsoft.

27

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

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0 Comments

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Category: Segmentation (59)

STATUS DETAILS
Under Review
26

Allow us to ask for segment members in the advanced find

We want to ask for segment members in the advanced find to combine segment criteria and advanced find criteria (which are much more than segment criteria) and to build views and dashboards based on it. (There is a bug that shows the "segment member" entity in the advanced find but it doesn't w...

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2 Comments

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
26

Please allow to customise the segment members grid

At this moment the segment members grid is hardcoded to show the predefined columns. It will be useful to honour Dynamics 365 view or something similar when displaying the grid.

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1 Comments

Read more... 1 Comments

Category: Segmentation (59)

STATUS DETAILS
Under Review
Ideas Administrator

Thank you for your feedback.

This is a great suggestion! We feel there should be more support to have this idea implemented.

Sincerely,

PM,

Dynamics 365 Marketing

23

Allow us to modify the views of members in a segment

Currently the list is very unhelpful, it shows full name, email1, phone, Account name, and crmrecordid (quite possible the most useless field ever displayed anywhere as we can't use it for anything at all in the real world). The list is not even sorted alphabetically. Clicking on most of the c...

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1 Comments

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Category: Segmentation (59)

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for your feedback.

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

Sincerely,

Christian Abeln, PM,

Microsoft.

19

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.

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0 Comments

Read more... 0 Comments

Category: Segmentation (59)

STATUS DETAILS
Needs Votes
14

Please Allow us to create Segments based on Leads and Accounts

Generally Lead is the 1st point of contact, A contact record is not created unless we qualify a lead, Creating segments using leads and accounts would be a huge benefit.

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1 Comments

Read more... 1 Comments

Category: Segmentation (59)

STATUS DETAILS
Needs Votes