Identifying Email Recipients

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Posted on by Odetonoise1

Hi There,

I'm trying to help marketing build a suppression list of contacts who have received emails from Dynamics Marketing to ensure they don't get included in other email automations in ClickDimensions.

This would be a temporary step as we complete a transition towards dynamics marketing.

I wasn't sure if this was achievable by building a dynamic marketing list and using manage members, using Power Automate to build the list or some other avenue.

What I have tried so far:

1. Build a dynamic segment of contacts who's firstname contains data and have been delivered an email message with a name that contains data. This segment populates what we need but extracting the members seems to be difficult and not achievable via an advanced find, manage members.

2. I tried setting up an automatic flow in Power Automate but with the D365 triggers being deprecated I couldn't seem to select the specific segment.

3. Use a marketing list to specifically target contacts with email deliveries (didn't seem to be possible)

Any ideas would be appreciated!

Thanks!

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cloflyMao 25,210 on at

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Hi Odetonoise,

You could read documentation first to understand differences between segment and marketing list, which might be helpful to you to work with transition towards Dynamics Marketing faster:

https://docs.microsoft.com/en-us/dynamics365/marketing/segments-vs-lists

For what you have tried so far:

1. There is no relationship between Segment and Contact, members of segment are populated with a unique concept: Segment Query,

therefore, we couldn't extract members from segment via advanced find.

To manage members, we need to stop the live dynamic segment and change filters, or change field value of contacts, then contacts who are eligible/not eligible will be added to/removed from dynamic segment automatically.

2. As you said, D365 connector is being deprecated, but we can instead use Common Data Service connector to connect to Dynamics instance.

Are you trying to add contact to segment in Power Automate?

If yes, we can perform an unbound action :msdyncrm_SegmentMembersUpdate to do it.

Please refer to documentation for more details about the action:

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-segments#addremove-contacts-to-static-segments

Also, we should notice that only static segment is supported to add/remove members programmatically.

3. According to the comparison table at the beginning, we can know that only segment is supported to deliver marketing emails to contacts.

If you want to send email to members in marketing list, you could build a static segment and query members from a specific marketing list,

then add them to segment.

Regards,

Clofly

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cloflyMao 25,210 on at

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Hi Odetonoise,

Could the solution work for you?

Regards,

Clofly

If you had found any answer helped, please kindly mark as verified to close the thread, it would be really appreciated.

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Odetonoise1 20 on at

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Hey Clofly!

I was out of the office, apologies for the late reply.

I think you response makes sense, however I would like to clarify the end result I am trying to achieve and approach it from the context of the business challenge.

The marketers are concerned that during the transition period, with both ClickD and Dynamics Marketing running, the potential for a customer to get bombarded with emails from both systems is high.

ClickDimensions (other Dynamics based marketing solution currently installed) only allows the use of marketing lists as a method of suppression.

The goal would be to automatically populate a marketing list with members of a segment, or identify some other programmatic way of populating the list with contacts who had an email delivered from Dynamics.

Achieving the inverse to create a suppression segment for Dynamics Marketing is fairly straightforward, create a dynamic segment where contact firstname contains data and/also has a ClickD email send record in the last 7 days (Email send data was an imported entity to D4M).

Also of note is we have installed the marketing analytics data config and have insight data flowing to an Azure blob. Not sure if we could factor that technology in as well.

Thanks!

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cloflyMao 25,210 on at

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Hi Odetonoise1,

You could try following approach to extract members of a specific segment.

There is a dynamic segment which contains 5 members.

(Contacts whose last name contains 'Mao')

As doc introduced, we can retrieve members of a specific segment with msdyncrm_FetchContactsByQuery action.

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-segments#addremove-contacts-to-static-segments

1. Query information of a specific live dynamic segment:

-> Get id value of the segment

-> Get scope value of the segment

-> Get business unit value of the segment

2. In action 2, we perform the action, populate required properties with data from action 1.

Query: (SEGMENT([Name)).ORDERBY(fullname ASC).SKIP(0).TAKE(15).SELECT(contactid) (Name is the third item with description "The display name of the custom entity.")

FetchXml: It is based on member view of segment.

OwningBusinessUnit & Scope: Both of them are from action 1.

Result:

We can extract members from OutputCollection property of output.

Regards,

Clofly

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Odetonoise1 20 on at

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Thank you! this is really helpful and has me on the right track!

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