Segment Templates in Real-time Marketing
Currently, in Outbound marketing it is possible to create segment templates. This is not possible in real-time. It is extremely helpful for users to have templates to work with, so they don't have to add the same few filters to every segment they make.
ability to the Users to add or remove columns in the "members included in this segment" view in the "Members and Insights" tab of the Segment form.
During our interactions with customers and their users who extensively work on Dynamics Real Time Marketing we got a feedback that it would help the Users refine their segment building if they could see a few more fields to verify if they are pulling the correct contacts.
So ...
Segments in contact form
It would be nice if we have option to add segment subgrid to contact form out of the box
Merge contacts on an identical Marketing List.
When we try to merge same contacts on an identical Marketing list we got the following error: rror Message: Unhandled exception: Exception type: Microsoft.Dynamics.Solution.Common.CrmException Message: Specified Item not a member of the specified List. The architecture of the system is not...
Marketing List - Type Subscription - Audit History
In the Audit History of the Marketing List it should be possible to see exactly "which" member was added to the marketing list. This information is now only available at the contact entity.
Allow filter/segmentation rule on New Record update trigger
Allow for New Record Update/Create/Delete trigger tile to be combined with a segment filter to limit the records by field values on the record being monitored. Useful for transactional campaigns, if order completed, payment made then we can send messages based on type fields on the related entities.
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...
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...
Use an excel to implement a segment
Please allow us to create a segment base on an Excel file upload. Just like Excel template, we could have segment Excel template that allows to detect if the contact is existing or not and if yes, the contact is added to the segment, if no we can create the contact and add it to the segment. Man...
Adjust Segments that are used in other Segment
Like in Outbound Marketing, I want to be able to update my Segments, although they are used in other Segments or in Journeys.
So no longer seeing the message
'Editing a segment associated with journey(s) or segment(s) is not available yet.'