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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.

Category: Segmentation
STATUS DETAILS
New

Comments

A

Still agreeing too!Still didn't yet find any feature in the release calendar for RTJ :-( Definitely voting for such idea .. Don't understand why it's simply not foreseen as it was there in OM and it's foreseen to create templates for emails, forms and journeys but not for segments!?Could have been soo much more meaningful / practical during transitioning .. but still if the Sales datamodel is ever modified, as we just did, it could be helpful to have it included in a standard template.There's little or no practical way to help them, rather then instructing them to manually search for the relevant field and to set the correct relationships etc. Real bummer. I can't even share one or clone (+re-own).We don't have org wide sec on segments. But as I can't even share nor clone/update owner, I can't help them making a template available .. Unless on their behalf and one by one .. to create one per team.. but still even to recreate it manually from scratch too!Templates or sharing should simply be OOB for segments too!

Category: Segmentation

A

I agree, this is very helpful, and I'd argue it's critical for my company. Please add this to RTM

Category: Segmentation