1

It would be nice to have a "next month" condition during the date setting in the dynamic segment condition.

Hi,


It would be nice to have a "next month" condition during the date setting in the dynamic segment condition.


While this month's campaign is in progress, I'm trying to target a person with a birthday next month, but I can't target it.


I wish...

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Category: Segmentation (74)

STATUS DETAILS
New
1

Provision to Lock Custom Fields on Segment Entity form and OOB fields on Customer Journey entity Form

We are unable make fields ready only-

  1. Custom Fields on Segment entity form with business rule, JavaScript or form setting as two out of the box functions onload of segment forms making them editable
  2. OOB Field on Customer Journey form with business rule, JavaScript or form se...

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    Category: Segmentation (74)

    STATUS DETAILS
    New
5

"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.

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Category: Segmentation (74)

STATUS DETAILS
New
1

Ability to add lead or contact to static segment

When viewing a lead or contact it would be very helpful if we could click a button to add them to a static segment. This is the case with the marketing list record so it would make sense to include this functionality for segments.

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Category: Segmentation (74)

STATUS DETAILS
New
1

Extra date filter "Most recent record"

When creating segments using related information (typically 1:N) it is often needed to query only for the "most recent record". e.g.

  • most recent opportunity
  • most recent invoice


It seems there is no way to sort and/or filter related records.

It wo...

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Category: Segmentation (74)

STATUS DETAILS
New
1

Identify contacts currently being processed by a journey

It would be great if we could add a condition to a segment so we can identify if a contact is currently in-flight of a specific journey.


This would be useful for scenario where we want to be able to exclude contacts from receiving an email campaign or entering another journey ...

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Category: Segmentation (74)

STATUS DETAILS
New
1

Natural Language Segment Builder

Please add the natural language segment builder to the primary segment building tool. I believe currently it's only available inside a journey. I can see use cases where I'd use the natural language builder to create segments prior to having a specific journey to use them within.

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Category: Segmentation (74)

STATUS DETAILS
New
4

Full support for Hierarchical operators in the Query Editor

TLDR: Add support for ALL hierarchical operators in the Query Editor


Hierarchies is a data modeling feature that is both powerful and elegant.

https://learn.microsoft.com/en-us/power-apps/developer/data-platform/query-hierarchical-data


...

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Category: Segmentation (74)

STATUS DETAILS
New
1

Segment > allow the using of a dynamic marketing list in a request

As it is the case with a static marketing list, It will a good thing if in a segment we can do a request based on a dynamic marketing list.

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Category: Segmentation (74)

STATUS DETAILS
New
1

'Add query block' adds the condition 'Or' 'Contacts'. Request to set default to 'And also' instead of 'or'

When building a dynamic segment and clicking 'Add query block' the condition 'Or' 'Contacts' displays. This queries the whole database which is dangerous when working with live segments. Can the 'OR' be set to 'And also' by default to reduce the risk of query...

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Category: Segmentation (74)

STATUS DETAILS
New