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    • 4

      Please allow more meaningful name for segment (not restricting it without space)

      Suggested by ANDRE MARGONOPlanned 1
      Category: Segmentation

      At this moment the segment name only allows straight name (could not have space or any special character). Flexible naming is useful in searching the segment.

    • 4

      Please provide preview before making the segmentation live

      Suggested by ANDRE MARGONOUnder Review 1
      Category: Segmentation

      At this moment for the dynamic segment, it doesn't give us the ability to preview the member list before the segment is made live. And even after it made live, it took some time for the segment to be populated. From the usability point of view, this is inefficient for the marketing manager to test the segment.

    • 3

      Please allow to customise the segment members grid

      Suggested by ANDRE MARGONOUnder Review 1
      Category: Segmentation

      At this moment the segment members grid is hardcoded to show the predefined columns. It will be useful to honour Dynamics 365 view or something similar when displaying the grid.

    • 3

      Please make relationship name to be more user friendly

      Suggested by ANDRE MARGONOPlanned 1
      Category: Segmentation

      At this moment on the segment definition page, where I need to set related entity, it is giving the entity relationship name that only system customizer would understand. Please allow a user readable name for the relationship.

    • 2

      Please allow Lookup/Option Set user experience when working with Segment Builder

      Suggested by ANDRE MARGONOPlanned 2
      Category: Segmentation

      It would be beneficial to be able to select the Dynamics 365 native UX behaviour for Lookup/Option Set when building the Segment query. Currently, it all become free text field that is subject to typo.

    • 2

      Please allow keyboard shortcut or something similar on static segment

      Suggested by ANDRE MARGONOUnder Review 0
      Category: Segmentation

      when configuring a static segment, I need to tick the member 1-by-1. Keyboard shortcuts like Ctrl + click or Ctrl + Shift + click to select multiple doesn't work in the static segment grid. This is time consuming

    • 1

      Please provide "query templates" for segmentation

      Suggested by Mikko BergUnder Review 1
      Category: Segmentation

      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.

    • 0

      Quick update segments

      Suggested by TOMMY LAURITZENUnder Review 0
      Category: Segmentation

      Segments can take up to 6 hours to update, which in turn means more than a 6 hours wait time for actions to occur in a Customer journey based on this segment. It is totally understandable that the heaviest of segments require some time to update, where the segments are building on several other segments, which in turn builds queries interaction data etc. But this limits the scenarios where Segments and Customer Journeys will cover business needs. Suggestion: Add support for creation of light segments, or transactional triggers, where updates allow for immediate triggering of actions and/or content in the Customer journey.