adding contact to another segment by customer journey?

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Posted on by Newmember147

Hey guys!

Is there a possibility to add a contact to another Segment with a customer journey? For example: a contact placed in the beginner Segment gets a mail.

the contact should fill in personal data in a marketing form. If the person doesn't within a few hours, it should move to a new segment called "not interested". I chose a static Segment.

My Problem: despite of showing "Zufluss"("Inflow") the contact has not been added to the Segment!

How can I solve this?

hope somebody can help!

Categories:

Segmentation

Customer Journey Design

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Karl Maybach on at

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You can't add contacts to a segment by placing a segment tile like that. Segment tiles can only add contacts to the journey, not update segments.

One way you can do what you are talking about is to put a tile on the "no" path of the trigger (the bottom path, with the X), and then generate a dynamic segment that finds all contacts processed by that tile. You might use an email tile for this (if you also want to send an email) or could use something like a scheduler tile (which will basically do nothing) if all you want to do is generate the segment. Then, once the journey is live, select the floppy disk icon for the Processed result of the tile you want to base your "uninterested" segment on. That will create a new dynamic segment that finds all contacts who land on that tile (and only that tile).

More info here: https://docs.microsoft.com/en-us/dynamics365/customer-engagement/marketing/generate-segment-from-journey

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Christian Abeln on at

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Hello!

In a customer journey you can define a segment for any stage that contacts are at. But you would not design it in the way you attempt it by adding a segment tile into the middle of the. Segments tiles in Customer Journeys are the source of contacts, an cannot be used as a target.

Instead you would first go live with your journey without the segment that you desire to fill. Soon a number of KPIs will be available on each of the Journey tiles. Those KPIs allow you to create a segment from the respective journey stage. Such would be dynamic segments. You can use it to start another Journey to follow up.

(Typically you would design marketing activities with follow up in the same journey though.)

This documentation explains how this is configured:

docs.microsoft.com/.../generate-segment-from-journey

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LuHao 40,892 on at

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Hi Amelie,

The trigger will just split your members in start segment into different path in customer journey,

your recipents will just go through to not interested path and what we could do is adding Actions tile for them,

and these actions will only perform on them. (While interested contacts go throught another path)

To collect recipents who not submit form for a period of time, we could instead create an activity for them,

these activities records regarding will be set to contacts in customer journey automatically.

then we can find filter these contacts in Advanced Find.

Regards,

Clofly

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