Export Segment / associated Segment members from Real-time Marketing
Currently unable to export Segment or members of segment from Real-time Marketing. Our Marketing team require this feature.
Make the fields with enabled security available in the RTM segment
If you have security enabled on some fields, it's currently not possible to use those fields in the query of a real-time marketing segment. Even if your user has a security profile giving the read privilege on the secured fields (and even if you're system administrator).
"save as" or "duplicate" Real Time Marketing segment
Please make it possible to duplicate or "save as" a Real Time Marketing segment, since quite some time you will have to create one, looking like another one, but different.
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.
Export real-time segments
When using outbound marketing, we were able to export the segment member list to excel. As of now this funtionality is not available for real-time marketing. It could be very usefull to add this funtionality also to real-time marketing.
Improve RTM and OTB Segments to query using formula/calculated fields
The client would like to use fields that were built as formulas in some segments. What we noticed is that when we perform the query using SQL x Outbound Segment x Real-Time Segment we obtain three different values.
A ticket was created with Dynamics support and we were informe...
Allow Real Time Marketing Segment to include more than 4 segment with or condition
Allow Real Time Marketing Segment to include more than 4 segment with or condition
For example a segment is created using multiple segment with or conditions, Real Time Marketing only allow 4 segment with or conditions, but Outbound Marketing allow more than 4 segment. Build t...
Assign option in Real time marketing segment
In the Real-time marketing segments there is no option to assign the record, as it is available in outbound marketing segments, it would be more helpful if this feature gets added in future releases
Number of digits in segments
There is a limit of 4000 digits in segments.
It means that if all criterias are over this limit, user get an error.
Please increase the number of digits in the segments and catch the error when the limit is reached.
Allow for Segments to include Leads and Contacts, hear me out...
We use both the Lead and Customer entity during the sales cycle. When someone enters into our doors, digitally, they become a lead. This could be signing up for an in-person or virtual event, a newsletter, or filling out a lead gen form that then goes the business development team. Once that p...
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This work is planned for 2023 Wave 2