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Session Id :
Customer experience | Sales, Customer Insights,...
Suggested answer

Segmentation doesn't work

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Posted on by 1,027

Hi, all.

I'm trying to test D365 for marketing on test environment and looks like segmentation doesn't work because it doesn't find any primary contact for accounts.

What i'm doing wrong?

2021_2D00_05_2D00_25_5F00_16_2D00_11_2D00_08.png

2021_2D00_05_2D00_25_5F00_16_2D00_12_2D00_30.png

2021_2D00_05_2D00_25_5F00_16_2D00_12_2D00_50.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Segmentation doesn't work

    Hi,

    Would you please try to open the segment in another browser or in InPrivate mode to see if the contacts can be listed?

    For the query itself is simple enough that it should not cause such a problem. And I have also verified that this has nothing to do with read access.

    If it still cannot filter contacts normally, please create a ticket to MS for more help.

     

    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

  • Kipetcoff Profile Picture
    Kipetcoff 1,027 on at
    RE: Segmentation doesn't work

    Even more. If I remove all filters, there is still no members

    2021_2D00_05_2D00_26_5F00_10_2D00_42_2D00_02.png

    2021_2D00_05_2D00_26_5F00_10_2D00_43_2D00_59.png

    2021_2D00_05_2D00_26_5F00_10_2D00_44_2D00_39.png

  • Kipetcoff Profile Picture
    Kipetcoff 1,027 on at
    RE: Segmentation doesn't work

    Yes, the same.

    I copied it from Account

    2021_2D00_05_2D00_26_5F00_10_2D00_36_2D00_03.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Segmentation doesn't work

    Hi,

    Please check the Query in the Query view.

     pastedimage1622010568424v1.png

    Is the keyword here the same with the value in the form Account? (in case there are spaces or inconsistent letters)

     

    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

  • Kipetcoff Profile Picture
    Kipetcoff 1,027 on at
    RE: Segmentation doesn't work

    Hello,

    Status is alive and it's still don't have members

    2021_2D00_05_2D00_26_5F00_09_2D00_21_2D00_18.png

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: Segmentation doesn't work

    Hi Andrey,

    I don’t think there are anything wrong with the condition which is set in your segment. There is an interval time between the two evaluations of the dynamic segment. Please check if the “Finland” is added after the last evaluation and before the next evaluation.

     

    There is another situation:

    Before the update of the field, the segment has been stopped. In this situation, the segment will be shown similarly as the member list in live status.

    Please check the status reason of the segment. If it is stopped, go live it again.

     pastedimage1622008442788v1.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

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