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Dynamics 365 Community / Forums / Microsoft Dynamics 365 | Integration, Dataverse... / How to use segments fo...
Microsoft Dynamics 365 | Integration, Dataverse...
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How to use segments for tagging contacts?

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Posted on by USA80 26

How can I go about using segments to tag contacts?

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  • Verified answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at

    Hi USA80,

    Perhaps you could use workflows and customer journeys to tag contacts that have been added to a segment.

    1.Create one custom field in contact entity, which is used to tag contacts that have been added to a segment.

    2.Create one on-demand workflow in the contact entity, update the custom field, then save and active the workflow:

    pastedimage1669256657478v2.png

    pastedimage1669256664484v3.png

    3.Create one customer journey, set as following screenshot:

    ---select the specific segment and run the workflow you just created, save and go live the journey:

    pastedimage1669256919171v4.png

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