Inactive Segments Should Freeze Member List
Currently, making a segment inactive isn't very helpful. Other than helping keep the Active Segments view clean, it doesn't have a lot of value. It would be very helpful if inactive segments would freeze the member list at the point in time it was made inactive.
Import an excel as a segment
It would be great if we could import an excel as a segment without any devs. Best
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.
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 ...
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...
Please Allow us to create Segments based on Leads and Accounts
Generally Lead is the 1st point of contact, A contact record is not created unless we qualify a lead, Creating segments using leads and accounts would be a huge benefit.
Please allow to customize the Portal SharePoint integration grid columns.
At this moment the Portal SharePoint integration grid is hardcoded to show just "filename" and "modified date" columns. It is not supported in any other column since the information we see in these 2 columns is not coming from the document location entity view but from the SharePoint document lib...
Importing Contacts into a Segment without removing them from another segment
Would love to be able to import contact that may or may not be in the system in to a Dynamic Segment without removing them from any other dynamics segment you may have imported them in to in the past.
Add an "on the anniversary of" filter option
For sending out emails on birthdays, would like an "on the anniversary of" filter option for segments.
Allow relative date criteria also for Behavioral segments
Demographic segment has a very useful feature for date fields - it is possible to add "relative date" criteria, for example "TODAY minus 3 days". This allows for example targeting of contacts created a number of weeks ago, etc. This is not possible for Behavioral segments. Often it is desirable ...