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Customer experience | Sales, Customer Insights,...
Suggested Answer

Create segments for marketing list members

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Posted on by 5

HI Experts,

I'm trying to create a Segment in Marketing with members in the marketing List.

I'm not sure if I'm doing right query to retrieve the members from marketing list.

Can anyone please help how this can be achieved.

Thanks in Advance.

Regards,

Ram.

I have the same question (0)
  • Suggested answer
    Zukasa Kyu Profile Picture
    135 on at

    Please refer to our settings.

    A static segment with Marketing List as entry entity then members of the list will be extracted.

    pastedimage1622275396389v1.png

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ram,

    Greetings! Please refer below resources for D365 segmentation

    Segment Overview : Segments in audience insights - Dynamics 365 Customer Insights | Microsoft Docs

    How to create segments : 

    Create segments and lists to establish target markets (Dynamics 365 Marketing) | Microsoft Docs

    Create a marketing segment (Dynamics 365 Marketing) | Microsoft Docs

    You can refer below videos for hands-on creation of segmentation :

    Part 3:- D365 Marketing Segments - YouTube

    Part 4:- D365 Marketing Demographic and Firmographic Segments - YouTube

    Hope above resources will help to achieve you requirement if this post is helpful please mark as Verified so that it will be helpful to others as well.

    Thanks,

    Goloknath

  • Ram D365 Profile Picture
    5 on at

    HI Kyu,

    Thanks for reply.

    I was targeting the Leads list , which are not converted to Contacts.

    Done the same query as yours , still no luck.

    pastedimage1622636070883v1.png

    Regards,

    Ram.

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