Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Creating Segments Out ...
Customer Insights - Journeys forum
Suggested answer

Creating Segments Out of Contacts In Customer Journeys

(0) ShareShare
ReportReport
Posted on by Community Member Microsoft Employee

I'm having trouble finding a way to create a dynamic segment of contacts that are actively in a customer journey. How would I go about doing this?

For example: if Contact A enters Journey A, they are in Segment A. If Contact A leaves Journey A, they exit Segment A. 

I want to know which contacts are in which journeys (via dynamic segments) so I can use them as a suppression for other segments. 

If I have 10 customer journeys all running simultaneously, I want to prevent a contact from being in more than one customer journey at a time. If I have customer journey segments, I can use those as suppressions to prevent contacts from being inundated with emails.  

Categories:
Segmentation
  • Suggested answer
    Petit Hibou Profile Picture
    Petit Hibou on at
    RE: Creating Segments Out of Contacts In Customer Journeys

    Hi Burly,

    I'm not 100% sure, but my assumption is that you need to use two separate Email delivered joined by AND NOT. You have 2 different emails - article and case study, so you need to check them separately.

    Email delivered is a single event, and has 1:1 relationship with "message" attribute. So message can be only one. That is, in the current query you check if email "Article" was delivered and all is done. Message Case study is never checked with this query.

    HTH

    Elena

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Creating Segments Out of Contacts In Customer Journeys

    I've tried one approach, but I'm not sure why it isn't working. Please see below:

    I attempted to create a segment to capture all contacts in a customer journey. The segment is dynamic and consists of contacts that have received the first email in the customer journey, but have not received the last email in the customer journey. Thus, this should capture contacts that are still actively traveling through the customer journey but have not left it. 

    7658.segment.PNG

    However, the above segment doesn't work, and I'm not sure why? It's pulling all contacts that match the first requirement, regardless of the second requirement. Contacts that have received the "case study" email are still being added to the segment even though the rule should exclude them due to "message does not equal case study..."

    Any help would be appreciated.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Anton Venter – Community Spotlight

Kudos to our October Community Star of the month!

Announcing Our 2024 Season 2 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Dynamics 365 Community Newsletter - September 2024

Check out the latest community news

more Community News

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,558 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 228,647 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans