19

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 open leads" - "I want to find contacts with open opportunities" - "I want to find contacts based on contact details" - "I want to find contacts based on account details" - "I want to find contacts who are marketing list members" - "I want to find contacts who have completed a survey" For example selecting "I want to find contacts who have submitted a form" would add all necessary rows to the designer and the user would just select the right form / type the form name and publish the query.

Category: Segmentation
STATUS DETAILS
Needs Votes
Ideas Administrator

Needs community support for consideration.

Comments

M

Great idea indeed. Most marketers who are ultimately the personas responsible of creating segments, do not understand how to efficiently create segments. Even advanced find is much simpler. 

Category: Segmentation

M

This is a very good idea. The amount of learning and trial-and-error experiments would decrease drastically. In the end many users want the same kind of querys.

Category: Segmentation

M

Ideally a user could select a query template for each segment group.

Category: Segmentation