1

Import an excel as a segment

It would be great if we could import an excel as a segment without any devs. Best

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Category: Segmentation (42)

STATUS DETAILS
New
1

Customer survey and leads

Hello, in all companies i've worked with, a lead become a contact after he buys something. So companies don't need to create contacts every time that a lead is created. But they do want to create segments with the leads data (if they accepted to receive emails). Why it isn't possible? Thanks...

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Category: Segmentation (42)

STATUS DETAILS
New
3

Need to create an report in power BI using specific segment and conatct

Our client Need to create an report in power BI using specific segment and contact. and specific contact which segment are associated.

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Category: Segmentation (42)

STATUS DETAILS
New
1

Make life more simple: Categorise segments, fields, attributes, entities

With no doubt MS Dynamics 365 is the most advanced segmentation builder for marketers comparing to other marketing automation platforms. There are a ton of capabilities to make the segment that you want. But...... there is a huge con on to the way that Dynamics 365 helps the marketer to make fast...

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Category: Segmentation (42)

STATUS DETAILS
New
5

Allow Defaults to be Set for All Segments (not just those using a template)

An administrator should be able to set defaults that all segments must contain - whether they are created from a template or not. For example, "Do not email inactive contacts" should be a default that appears on all segments created.

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Category: Segmentation (42)

STATUS DETAILS
New
1

Enhance Date field querying in Segments

The scenario that cannot be queried in Segments is: "Find me all Contacts where their birthday lands next month." - The Relative Date functionality does not allow for this, even with the "is anniversary" flag ticked. - The Partial Date functionality allows for a specific month but not a Next Mo...

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Category: Segmentation (42)

STATUS DETAILS
New
3

Please provide a copy function on segment attributes.

Within the segment editor is the fuction of deleting seperate attributes. But there is no option of copying attributes already made. Imagine having up to 5 or 10 attributes depending on the complexity of the entities depending on your solution. It would be a big help for the enduser having a ea...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Change Lookup Views in Segments to related entries

Hey Guys, we have a 3-level-Hierarchy for our segmentation criteria. It Would be nice, if we can change the lookup view for the fields to "the related entries". So basically i want to select the first level, after that i want to select only from the items which are related to the first level and ...

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Category: Segmentation (42)

STATUS DETAILS
New
2

E-Mail Automation, implementing and removing a contacts from the Segment.

The Customer buys Highway Tolls (Entitlement to use specific Highways) that have validity ranges of 10, 14 etc. days at least 14 days in advance. The Customer can have several Highway Tolls ordered that are dormant at the same time, which are depicted as assets (German Produkt) of a contact and c...

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Category: Segmentation (42)

STATUS DETAILS
New
1

Add posibility to look segments in which contact is used from contact record

Please make possible to see in which semgents contact is. For example some contact "Name Surname" is used in three segments: s1, s2, s3. In order to get this info user has to look into all segments and find Name Surname there ad this is very unconvenient. Can you make it possible to see this info...

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Category: Segmentation (42)

STATUS DETAILS
New