Customer Voice survey interaction on Contact timeline when sent message choosing CID segment
Hi Customer Insights - Data team,
This is the idea from: Romy Briers - Angle Auto Finance
Scenario
The customer sends Dynamics 365 Customer Voice surveys.
- When they target a s...
STATUS DETAILSNew
The ability filter/search a segment
This is such a basic functionality, it really is incomprehensible that it's still not available.
If you want to search a segment to see if a particular contact is in it, currently the ONLY way to do this is to export the segment to a spreadsheet and then manually search for t...
To add account name to the export members tab in segments
When creating segments, it is hard to know which companies are getting pulled into the segment. When you export the members, only the first name, last name, email and phone numbers get pulled down. You then need to do a v look up to see which companies are included in the segment. It would be ...
Lexicon: Emotional-Symbolic Framework for modular AI Resilience
Idea Name: Lexicon: Symbolic Intelligence for Adaptive Customer Insight Modeling
Submitted by: Tim
Role: Architect of Symbolic Systems
Why: To advance emotionally intelligent AI beyond behavior p...
Exported segments visibility enhancement in Customer Insights - Data
Description:
Currently, in Customer Insights - Data, there is no consolidated view to check which segments are being exported. Users have to manually click through each export individually to verify the included segments, which is inefficient—especially for orga...
De-duplication of contacts/leads at the segment level
Problem: Marketers do not know the actual audience size for segments since segments cannot deduplicate contacts.
Solution: Segments should have a manual option to deduplicate contacts based on the existing duplicate detection rules applied in ...
Measure individual lead scores when there are multiple leads in a lead score model
You are creating a Lead Score model that sets a score based on email opens sent by Dynamics 365 Customer Experience.
Currently, if the personal information (contact information) that opened the email has multiple leads tied to it, they will all be scored the same with respect to the lead...
Merge Segments and Marketing lists
Please simplify the layout and the process: there is no need to keep marketing lists and segments as two different objects, with different menu items, different features etc. etc. One entity (e.g. marketing lists) that includes all the needed features.
Export Customer Insights - Data segments to Real Time Marketing (CI - Journeys) contacts
I am writing to request an improvement related to the integration of segments between CI - Data and Real Time Marketing.
Currently, within CI - Data, there is a connector in the exports section that allows you to export segments to Outbound Marketing, based on the contact entity....
Manage time zone in segments in Customer Insight Data
Manage time zones in segments in Customer Insight Data so that every region of the company can adapt their own segments accordingly.
e.g.
- the US would use GMT-4
- Italy would use GMT+2