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...
N:N Relationship names to show display names within segment builder
When using the segment builder for N:N relationships. The name is displayed as the entity/table name. If there are multiple N:N connections to the same table, it becomes impossible for users to understand which relationship they should use.
i.e. we have billing users as one N:N and techn...
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...
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.
Capability to query the various "reasons"(bounce categories) why an email address is blocked
When creating a Real-Time Marketing segment, enable the capability to query the various "reasons"(bounce categories like suppression-list) why an email address of a c...
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...
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
RT Marketing - Import OB Segments into RT Segments - Ability to View Status
I don't know if we're logging ideas for Real Time marketing under D365 Customer Insights now or still under D365 Marketing - so I will log under both until confirmed.
Today, when you navigate to RT Segments - you can click an Import button and select OB segments. However, once...
Be able to target 1:N Contact-Contact relationship in RTM Segment builder
Today this works in the outbound marketing segment builder, but not in Real-time. We want to target contacts and make segmentation from a 1:N relationship to another contact record, but it is not possible to find the contacts table as a related table in RTM.
I have had a case for this a...
Controlling RTM segment refresh frequency
At present, real-time marketing segments are being refreshed automatically by the system. When observing the segment refresh pattern, it was observed that the segment was updated at irregular intervals, i.e., 30 mins, 45 mins, 1 hour 20 minutes.
It would be great, if any of t...