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With no doubt MS Dynamics 365 is the most advanced segmentation builder for marketers comparing to other marketing automation platforms. There are a ton of capabilities to make the segment that you want. But...... there is a huge con on to the way that Dynamics 365 helps the marketer to make fast and spot-on segments, and that is the lack of good categorisations in the queries.

a few tips to make the editor more easy to use for marketers 😊

a) first suggestion: The posibility to build a segment based on a activity or based on attributes.
If you make this a simple dropdown option at the start of the builder, than you see in a glance what kind of query this is! Very useful and easy to implement. 👌

b) if you want to choose a filter for example with a queryblock, you have more than ten options to choose. It would be better to have this categorised, so the filters are more easy to find.

My suggestion on categories:
- Account
- Contact
- Leads
- Other entities that users choose less often (Events, Building, Foms, etc etc)

Then if the user want to select an attribute, categorize again, for example:

Contact/ General attributes-> Age, Gender
Contact/ Geografic -> Adress, country, billing adres etc)
Contact/Financial -> Revenue, total revenue year/month etc)
Contact/Communication-> Email, memberships, preferred language, leadowner, etc)

Contact/Behavioural -> Email clicks, leadscore, website visits, submitted forms, events visited etc)
Contact/Other -> Less common filters (you probably can easily investigate wich attribute are less popular, but are handy to have in place.

et voila! You have a segmentation builder that's more user friendly for marketers and in line with the workmethod of Dynamics competitors such as Pardot, Marketo or HubSpot.

Please vote this idea up to make segmentation even beter in 2022
Category: Segmentation
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