Today it is not possible to use TRAVERSE clause in creating a segment in the RTM segment builder. This is something that we can do in the Outbound segement builder.
This means that there is no possibility to segment on child account data where the only connection to contact/lead exists on the parent account..
The parent/child relationships are standard (OOTB) relationships that can be used to create segments in Ooutbound Marketing bu not in RTM. This has to become possible in the new segement bilder in RTM.
Please vote to get this functionality in to RTM ASAP!
Comments
Totally agree!! How unpractical or useless to provide a new tool which is limited to filter one level deep and to even deprecate the old one where we can easily search for more levels in related enitities!Is it still not planned? since 6/2023 .. Any update on this?Such a disappointment .. (similar as not having segment templates neither sharing of a segment in there .. still)Now just transitioning lastminute because several parts were missing.. but soo disappointed to see this standard feature was/is still neither yet there!Don't know how my marketeers should now use the new CIJ now when they can NO LONGER create their target audience.We can easily create new personal views and filter related entities on various levels. Basic OOB in views.But in segments, no, (still) not yet possible.There's even no option to build the sql myself this time.Before there was the option of the sql viewer and to tweak it as such in case needed.Should be a no-brainer having this included in segmentation!Any update / plan ?
Category: Segmentation
No idea how they expect customers to transition to RTM by end of June 2025 with this functionality missing...
Category: Segmentation
Hi MicrosoftAny update on this one?Regards Mattias Verdin
Category: Segmentation
This is extremely important.
Category: Segmentation