The Segment field on the Contact entity does not update automatically when a Segment record is added to the Segment subgrid on the Contact form.
When a Segment record is added to the Segment subgrid, the Segment field on the Contact form should automatically update in real-time without requiring a manual refresh of the form.
Segment Template
Hi team,
We need a "Segment Template" section in RTJ so that we can create segments from a prebuilt template, rather than having to rebuild segment logic from scratch. Copying an existing "Segment" is not a permanent solution.
Thanks!
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...
Segmentation from Purposes and Topics
Hello,
with the new realtime segments it would be really necessary to be able to create segments from given consent to purposes and topics. As topics are the new subscription lists this would be the easiest way to create dynamic segments for any newsletter marketing.
Reference Static Marketing Lists in Real-Time Segment Builder
We are migrating from using Marketing Lists to Real-Time Segments. Dynamic Segments have been quite easy to replicate in Real-Time. However our large static lists are proving to be a challenge.
We need a way to either copy across or reference static marketing lists in the real...
Import an excel as a segment
It would be great if we could import an excel as a segment without any devs. Best
Manage membership in Dynamic Marketinglist: dialogue behaves unexpectedly
When clicking on the button “Managing Members” for a Dynamic Marketing List that is currently empty, and selecting a personal view within the popup window, the system behaves unexpectedly. Specifically, if the user clicks inside the popup but closes it with...
Need improved capability to add more than 100 contacts to real time segments
We consistently need multiple sales people to add to a real time segment, however, this is not possible as there is a 100 contact limit and there is no way for them to add via the 'contacts' view in d365 sales (which they primarily use).
At the moment, we are having to create...
Building Marketinglist or Segments based OptIn status in consent center
Creating a Marketing list or Segment, that consists of contacts who have giving their consent to one or more newsletters.
The data should include the full contact card information, allowing to search for Account name, Company names and email addresses.
- It should also...
Provide indexing to enhance segmentation member update performance
When modifying member record fields in a draft segment, the estimated members view updates immediately. However, after setting the segment live, the member count does not update right away. While delays may be expected when modifying a live segment, it is not reasonable for th...