How retrieve all contacts with insights?

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Posted on by Fedorov

Hello,

I'm relatively new to the Marketing platform that one of our clients has recently started using.

Now, a task has arisen, where I need to find all contacts that have "Insights" on them. As I have understood it, all of these contacts have been created because they have visited and responded to some marketing form.

I would like to do this retrieval by using C# late bound classes preferably, or by calling the webapi if necessary.

So far I've found an attribute on the contact entity called "msdyncrm_insights_placeholder" but it seems to be empty on all contacts even though there should be about 77 contacts that have "insights" data. So maybe I'm just looking in the wrong place.

So, if anyone knows how to get this data any hints would be appreciated.

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Fedorov 40 on at

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RE: How retrieve all contacts with insights?

Aha, thank you!

I've seen this functionality but hadn't realized/understood exactly how it was supposed to be used. This could probably help me a lot!

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Nya 29,060 on at

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RE: How retrieve all contacts with insights?

Hi,

The insights of Contact in Marketing is used to record the interactions of contacts with your marketing initiatives. The interactions are stored in a different way to other data.

So it is recommended to retrieve them by interaction category.

For example, contacts opened a certain email.

You can create a segment with a behavior block.

Please refer the following documentation to know more about it.

Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs

And here is the documentation about how to retrieve interactions by code.

Retrieve interactions for a contact using code (Dynamics 365 Marketing Developer Guide) | Microsoft Docs

If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

Best Regards,

Nya

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