Segments: Unable to filter (define attributes) while traversing


Hi team,

 

In OBM, users have the ability to traverse multiple entities and filter within each entity.

 

However in RTJ, although traversing multiple entities is possible, filtering (or defining attributes) is only limited to the top most entity.

 

U...

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Category: Segmentation (179)

STATUS DETAILS
New

Add new tile / edit existing tile on a live journey


As per title, this is not possible in RTJ.


I have seen an idea suggestion on adding new tile, and marked as completed in 2022, but this is not the case as of today.

https://experience.dynamics.com/ideas/idea/?ideaid=6548bec6-941d-e911-9461-0003ff688f46


C...

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Category: Customer Journey Design (215)

STATUS DETAILS
New

Multiple Swim Lanes in a Journey


Hi team,


Could we have multiple swim lanes like what we had before in OBM?


Use cases:


  1. We usually have series of events held in different states. Confirmation emails contain different details, and it all depends on which state events membe...

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    Category: Customer Journey Design (215)

    STATUS DETAILS
    New

Ability to Copy a Journey and Make a Journey Template


Hi team,


As per title, currently in OBM, this is possible as long the journey is not expired.


In RTJ however, there's no option to "Copy" a journey, nor to make it a template.


We can't streamline process across the team, as everyone will need ...

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Category: Customer Journey Design (215)

STATUS DETAILS
New

Tile to specify a particular link being clicked


Hi team,


In OBM, when we do an "if clicked" branch, there's an option to select a particular link that's being clicked.


In RTJ, this only appear as a suggestion. Indeed the suggestion is clicked, the tile (or a new branch) appears.


However, if...

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Category: Customer Journey Design (215)

STATUS DETAILS
New

Email tile to expire or send during weekdays / work hours


Hi team,


In OBM, there's a feature to make an email expire or set a certain day / time of the day to send emails, should the members enters the email tile.


In RTJ, there's no such feature, and this is not great for automation.


We often trigger...

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1 Comments

Category: Customer Journey Design (215)

STATUS DETAILS
New

Ability to move or copy a tile


Hi team,


Per title, these were available in OBM where you could:


  1. Drag a tile to a different part of the swim lane / different swim lane.
  2. Copy a tile, and paste it on a different swim lane / different part of the swim lane.


I...

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Category: Customer Journey Design (215)

STATUS DETAILS
New

Ability to edit member list created from snapshot


Hi team,


It is great to see a feature that allows snapshot of a dynamic segment.


In OBM, this is similar to "Add by Query" in Static Segment, where we can use a dynamic segment and generate a snapshot.


This is also a powerful feature where we...

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Category: Segmentation (179)

STATUS DETAILS
New

Ability to Edit Query


Hi team,


In OBM, there's an option to Edit Query from the Query view.


This gives us the flexibility to:


  1. Create multiple groups in segments by copying and pasting segment queries from 2 or more segments. In RTJ, we have to...

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    Category: Segmentation (179)

    STATUS DETAILS
    New

Segment Template


Hi team,


We need a "Segment Template" section in RTJ so that we can create segments from a prebuilt template, rather than having to rebuild segment logic from scratch. Copying an existing "Segment" is not a permanent solution.


Thanks!

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Category: Segmentation (179)

STATUS DETAILS
New
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