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Customer experience | Sales, Customer Insights,...
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I need to create a customer journey based on a segment of customer insights data

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I`ve created the segment, but when I try to lunch de journey I can´t find the email address even though it´s filled in my excel spreadsheet.
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  • getcustomcrm Profile Picture
    on at

    Hi there,

    It sounds like you've run into a common issue when working with Dynamics 365 Customer Insights data. If the email addresses are showing in your Excel file but not appearing in the customer journey setup, it could be due to a couple of things:


    1. Data Mapping: Double-check that the email column in your spreadsheet is correctly mapped to the email field in Dynamics 365 Customer Insights when you're importing the data. Sometimes, mismatched columns can cause this issue.

    2. Data Sync Issues: Ensure that your data has been fully synced between the segment and Customer Insights before starting the journey. Sometimes, there can be a delay in syncing certain fields.

    3. Field Types: Make sure the email addresses in your Excel file are formatted correctly as 'email' fields in Customer Insights. If there’s a discrepancy in the field type, that might prevent the email address from showing up.

    4. Segment Criteria: If you’ve filtered or applied specific criteria to the segment, ensure that all records meet the conditions you've set. You might want to check if some records were excluded during segmentation due to incomplete or missing data.


    5.  

    Hope this helps! If the issue persists, you could try reaching out to support with the exact data sample for further troubleshooting.

  • W88 thonline Profile Picture
    on at
    nice

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