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Suggested by Stephani Nicole New 

Our clients would like a quick way to "Tag" a Contact or Lead to add them to a Segment. Other Marketing Automation platforms like Hubspot have a nice way of doing this.


Here is an idea for implementing:


Tag Management

  1. Navigate to a Segment - see a new icon on the right-side of the editor called "Tags" - click this icon. Add, remove & edit tags for this segment
  2. Navigate to Settings and a new section called "Segment Tags" - see a list of all segments and the tags associated with them. Add, remove & edit tags


Tag Use

If D365 user has proper security role -

  1. they will see a new section on the Contact/Lead record called "Segment Tags" - they can quickly add or remove tags here.
  2. they can select multiple Contacts/Leads in a View and then click on a new button in the Command Bar called "Segment Tags" - here they can add or remove tags
  3. they can create views based on Tags: for example, show me all Contacts tagged with "XYZ"


Whenever a Tag is added to a Contact/Lead - they get included in the Segment (whether it is static of dynamic doesn't matter)

Whenever a Tag is removed from a Contact/Lead - they get removed from the Segment (whether it is static or dynamic doesn't matter)