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How can I create a segment based on leads that I have just imported in the system? (to include that segment in a customer journey)

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Posted on by Community Member Microsoft Employee

I know that it is mandatory to consider the contact entity when you create a segment. In this case, it is possible to create a segment for cualified leads but. What if I want to send an email (customery journey) to the leads once they are created in the system (before we cualified them). Is it possible?

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cloflyMao 25,202 on at

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RE: How can I create a segment based on leads that I have just imported in the system? (to include that segment in a customer journey)

Hi Sebastian,

Currently the source entity for both Customer Journey and Segment could be only Contact entity, but it is possible to send marketing email to other mailbox of other entities.

You could take workaround below as reference:

1. Create a lookup field for Contact entity, the target record type is "Lead".

2. Create an on-demand workflow to generate associated contact record for selected lead.(Just association, not qualification.)

3. Run the workflow on selected lead.

4. Check associated contact of lead:

5. Create a segment to collect these contacts.

6. In marketing email, change To field to:

{{contact.contact_lead_new_unqualifiedlead.emailaddress1}}

with assist-edit tool

7. Then marketing email will be delivered to lead mailbox, we need to check interaction data of lead in (associated)contact > Insights.

Regards,

Clofly
FabiolaRT 155 on at

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RE: How can I create a segment based on leads that I have just imported in the system? (to include that segment in a customer journey)

Hi Sebastian!

You can only create segments to contacts, it really is something that Microsoft should consider in its next releases. I'm in something similar, the client plans to offer products to the leads, what I did was upload as many leads as contacts in the contact entity and type them through a field, only in this way was it possible to send prospects and contacts.

Regards