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Defining Segments To Use With D365 Sales Sequences
meganvwalker.com
Quoted on this wiki
Every place a page here uses this source, in the order the words come in it.
When you already have at least one segment, you will see a list of the segments with a new segment icon as a button at the top of this list. “Records that meet the criteria for multiple segments will be assigned to the one with higher priority.” Going to the next step and this is where we set the criteria or conditions to determine when records would be added to the segment. This is very similar to creating a view in other areas of dynamics. In the segment below I want Leads that are Open that are not linked to a Contact already, and where the source form contains a specific marketing form (based on using Customer Insights – Journeys).
When you already have at least one segment, you will see a list of the segments with a new segment icon as a button at the top of this list. “You can change the priority anytime.” Going to the next step and this is where we set the criteria or conditions to determine when records would be added to the segment. This is very similar to creating a view in other areas of dynamics. In the segment below I want Leads that are Open that are not linked to a Contact already, and where the source form contains a specific marketing form (based on using Customer Insights – Journeys).
When you already have at least one segment, you will see a list of the segments with a new segment icon as a button at the top of this list. “To get started we need to give the segment a name, add a description for clarification of the purpose, and a priority.” Going to the next step and this is where we set the criteria or conditions to determine when records would be added to the segment. This is very similar to creating a view in other areas of dynamics. In the segment below I want Leads that are Open that are not linked to a Contact already, and where the source form contains a specific marketing form (based on using Customer Insights – Journeys).
When you already have at least one segment, you will see a list of the segments with a new segment icon as a button at the top of this list. “Records that meet the criteria for multiple segments will be assigned to the one with higher priority.” Going to the next step and this is where we set the criteria or conditions to determine when records would be added to the segment. This is very similar to creating a view in other areas of dynamics. In the segment below I want Leads that are Open that are not linked to a Contact already, and where the source form contains a specific marketing form (based on using Customer Insights – Journeys).
When you already have at least one segment, you will see a list of the segments with a new segment icon as a button at the top of this list. “You can change the priority anytime.” Going to the next step and this is where we set the criteria or conditions to determine when records would be added to the segment. This is very similar to creating a view in other areas of dynamics. In the segment below I want Leads that are Open that are not linked to a Contact already, and where the source form contains a specific marketing form (based on using Customer Insights – Journeys).