Real Time Marketing - Advanced Personalization - Enhance List Feature

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Suggested by Stephani Nicole – Completed

Can you enhance the List feature in Advanced Personalization for Real Time Marketing emails to allow us to apply filters to the list?

For example, I want to display all active offers (not all offers).

Or in my case - I want to display all enrollment records in a 'New' status and whose Create Date was in last 24 hours.

Status Details

This is available (Real-time only) as public preview in Dec'23 release and will GA in March'23 update.

Comments (1)

Lauren Haapakoski
Thu, 25 Aug 2022 19:36:40 GMT
We have a few examples:
- Here is a list of all the recent cases you have submitted with us (only want to show active cases from the last 2 months)
- Here is a list of all the closed projects we have completed with you this month (show a list of only the closed projects from the last month, not the active ones)
- Here is a list of all the products you purchased last that have a recall (recall is custom entity related to products)
- Here are all the Accounts you are associated with (N:1:N Accounts, Account relationship, Contacts; They want to send a list of Accounts that are active, and the Account relationship has Owner (this is an option set on Account Relationship))
You can do these kinds of filters in views on a Dynamics portal.. we would also want to include that option to do this in the body of an email.