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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / how to segment contact...
Customer experience | Sales, Customer Insights,...
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how to segment contact based on the leads status

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Posted on by Elly-Farokhi 205

Hello, 

I have a marketing form submission that collects leads and contacts. 

I like to have a campaign that targets Leads with a high lead score with the open status that is created from this specific form. 

I have a problem with finding the relationship of related contact with my lead. 

here is my filter

pastedimage1614773573126v1.png

could you please help?

Thank you, 

Elly

I have the same question (0)
  • Verified answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi, Elly

    The segment you need is like the following image.

     pastedimage1614840777685v1.png

    The second block is a query block with the condition that the status of related leads is open.

    The first block of the segment is set with a template “Submitted a form”.

     pastedimage1614840791035v2.png

    Here are the submissions of the Marketing Form.

     pastedimage1614840798669v3.png

    The lead F4 L4 is an open one.

     pastedimage1614840803614v4.png

    Here is the result of the Segment.

     pastedimage1614840809882v5.png

    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

  • Elly-Farokhi Profile Picture
    Elly-Farokhi 205 on at

    You are amazing, thank you :)

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