Defining Segments To Use With D365 Sales Sequences

Quoted on this wiki

Every place a page here uses this source, in the order the words come in it.

1. 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).

   In Cadence collision prevention

2. 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).

   In Cadence collision prevention

3. 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).

   In Cadence collision prevention

4. To get started we need to give the segment a name, add a description for clarification of the purpose, and a priority. Records that meet the criteria for multiple segments will be assigned to the one with higher priority. 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.” Clicking on the Segment properties button allows you to get back and change the name, description or priority. The Previously segmented record toggle allows you to take records that were already brought in to a different segment which would connected the record to a sequence linked to the segment.

   In Campaign audience definition

Quotes are verbatim and belong to their publishers. Where a quote has been translated, the original wording is kept below it.