8

Please make it possible to create a random sample segment or marketing list for surveys

Some organizations want to send surveys to randomly selected recipients that respresent a certain customer segment. Please make it possible to create a segment or marketing list to which you can add a random sample of contacts from another segment or marketing list.

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Needs Votes
3

Please show only field Display Names in the query builder

Please show only field Display Names in the query builder. Schema names are often not that user friendly. Plese also consider is it necessary to show contact GUIDs in the segment's contact view.

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Completed
3

Show display ames of instead of database names of custom fields in field selector

When creating a segment the fields that are custom made are shown with their database name in the dropdown selector, not Display name. For example "abc_accountnumber". The users don't know which field to select because they are not familiar with the database names, only Display Names that are ...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Completed
1

In list entity, lock icon(or any icon) is not displaying for static list type for the 'Locked' status of a marketing list.

Current State: In list entity, lock icon is not displaying for static list type for the 'Locked' status of a marketing list. The 'Locked' field in a marketing list form is accompanied by a padlock icon for a 'Dynamic' list type. Whereas in a 'Static' list type, the 'Locked' field is not accompa...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Needs Votes
8

Ability to segment based on Location and profile data

Leverage lat/long to segment individuals based on actual driving distance as well as profile characteristics and availability. Ex: Allow advanced find to also query location radius based on a starting point.

Read more...

1 Comments

Read more... 1 Comments

Category: Segmentation (58)

STATUS DETAILS
Needs Votes
2

Website Tracking - Named Users / Segments?

When I go to Internet Marketing -> Websites, and select our public website with the tracking installed, I see a lot of data1. But there are no 'named users' shown - not even a column of names to click to go to that user's contact profile in CRM. This documentation page mentions known contac...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Needs Votes
23

Allow us to modify the views of members in a segment

Currently the list is very unhelpful, it shows full name, email1, phone, Account name, and crmrecordid (quite possible the most useless field ever displayed anywhere as we can't use it for anything at all in the real world). The list is not even sorted alphabetically. Clicking on most of the c...

Read more...

1 Comments

Read more... 1 Comments

Category: Segmentation (58)

STATUS DETAILS
Planned
2019 Release Wave 2
30

Allow us to force a segment refresh

Currently there is some mystical timeframe which segments refresh the members. Maybe once an hour. For someone who is trying to create a segment and test it to see what members it returns this is impossibly slow. If you make a first stab at the list, you can't expect people to go away for an h...

Read more...

1 Comments

Read more... 1 Comments

Category: Segmentation (58)

STATUS DETAILS
Under Review
10

Quick update segments

Segments can take up to 6 hours to update, which in turn means more than a 6 hours wait time for actions to occur in a Customer journey based on this segment. It is totally understandable that the heaviest of segments require some time to update, where the segments are building on several othe...

Read more...

0 Comments

Read more... 0 Comments

Category: Segmentation (58)

STATUS DETAILS
Completed
21

Please provide "query templates" for segmentation

Please provide "query templates" for creating dynamic segments. Useful "query templates" could be - "I want to find contacts who have registered to an event" - "I want to find contacts who attended an event" - "I want to find contacts who have submitted a form" - "I want to find contacts with ...

Read more...

3 Comments

Read more... 3 Comments

Category: Segmentation (58)

STATUS DETAILS
Planned
2023 Release Wave 2