1

Add Clarity to What Features are in Preview in Customer Insights - Journeys Segment Builder

While working in Customer Insights - Journeys, we had an issue with using multiple Attribute Groups in the Segment Builder. After talking to Microsoft Support, we learned that this was still a preview feature. We also learned that having Behavioral Groups, Existing Segments, and explicitly inc...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
1

Export members from a segment to Excel with Real time marketing

Hi,


It would be best to have as a new feature implemented in the real time marketing: a button to export members from a segment to Excel as it is the case for the others tables (Contacts, Accounts, Marketing lists and in Outbound marketing,...).


It is importan...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
2

"Assign" button on segment so that it can be assigned to another user.

"Assign" button on the segment so that it can be assigned to another user.

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
9

Enhancement of Segment Integration during Contact Merging

Currently, when two contacts are merged, the newly established primary contact does not inherit membership in the static segments to which the secondary contact belonged. This omission results in a significant loss of valuable information and outreach potential during our data clean-up process...

Read more...

1 Comments

Read more... 1 Comments

Category: Segmentation (154)

STATUS DETAILS
New
1

Ability to Quickly Tag a Contact/Lead for a Segment

Our clients would like a quick way to "Tag" a Contact or Lead to add them to a Segment. Other Marketing Automation platforms like Hubspot have a nice way of doing this.


Here is an idea for implementing:


Tag Management

  1. Navigate to a Segment - see a ...

    Read more...

    0 Comments

    Read more... 0 Comments

    Category: Segmentation (154)

    STATUS DETAILS
    New
1

RTM-Related audience to the contact

When triggering customer journeys in D365, the communications must be delivered to related audiences of a contact (E.g. Hiring manager or Onboarding Buddy) On the current execution through outbound marketing we are able to do this setting the email to address with the ...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
27

Allow only active compliance profiles to be visible in segments

When adding a compliance profile to a segment (purpose or topic), both active and inactive profiles are displayed, causing confusion and clutter in our workflow.

Suggestion: Only show active compliance profiles in segments

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
6

Target Audience

When doing segmentation in the RTM module, you are able to segment on all fields on f.ex. contacts or any of the related tables. In default environment, over 250 fields are available for segmentation. This is not very user friendly as users are seeing way to many fields and can easily be confu...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New
3

Increase the size of the Segment Query definition

Request is to increase the size of the Segment Query definition. Our customer has quite complex segment needs and when the segment editor converts the code to the query language, they often get the ‘you have exceeded the 4,000 character limit’ error. They are looking to building sub-segments a...

Read more...

1 Comments

Read more... 1 Comments

Category: Segmentation (154)

STATUS DETAILS
New
3

RTM Scoring Model is not scoring all Leads/Contacts due Business Unit

Hello everyone.


It looks like we hit a big issue due to a lack of Microsoft understanding of how we can keep scalable configurations in Real Time Marketing.


We have an Outbound scoring model that has more than 10 conditions, we need to leverage the new capabil...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (154)

STATUS DETAILS
New