Export segment member contact records

(1) Share

Report

Posted on by mkirkpatrick

113

I am looking to build a report or Excel export template that will let me download Contact attributes for all contacts that are members of a particular real-time segment. Does anyone have any suggestions for the best approach to do this?

The use case is creating a segment to send to a direct mail service provider. The file will need to contain name and address contact attributes, but likely a whole lot of other attributes that are used in segmentation and personalization of direct mail letters/appeals.

I know it is possible to query on /member of marketing list/, but can something similar be done with Segments if you have the Customer Insights app? I don't even see an Export option when looking at Segment members anymore when in real-time. Maybe it only existed in Outbound?

Thanks!

Mike

I have the same question (0)

All responses (2)

Answers (0)

Suggested answer

Leah Ju Microsoft Employee on at

Like (0)

Report

Export segment member contact records

Hi Partner，

1.'Export Member' button only existed in Outbound segment now, it can't be supported in real-time segment.

--Someone has provided idea about it, you can vote it:

https://experience.dynamics.com/ideas/idea/?ideaid=f8482abb-4a41-ee11-a81c-6045bd795a6a

2.Not like 'Marketing list' table has relationship with 'Contact' table, there is no relationship between 'real-time segment' and 'contact' tables.

Currently, there is no OOB ways to achieve it, maybe you can try to use the following workarounds:

1)create one new contact view and filter it with conditions like segment group:

2)You can create one segment-based journey to achieve your goal indirectly:

--Segment type + Task action

Running the journey, task will be created related to contacts in the segment(member).

So you can use it as condition to filter contacts:

I hope you can verify my answer if it helps you! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
Leah Ju Microsoft Employee on at

Like (0)

Report

Export segment member contact records

Hi Partner,

Has the issue been resolved?

Have there been any updates? Please feel free to ask me any questions you may have!
If it has been resolved, can you mark the response as an answer?

Was this reply helpful? Yes No