limitation on personalization email / iteration

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Posted on by slx

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I try to describe below a limitation if you know a workaround (posted this on a different topic as well)

We're using segment query to filter data

in the marketing email we have iteration as below:

You have purchased:
<ul>

<li>{{this.name}}</li>

</ul>

This displays ALL DATA regardless of segment query (which is a subset of records)

What is a solution as I mark this as big limitation on the personalisation as a D365 feature

kind regards

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Steve Zhao2 Microsoft Employee on at

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Hi slx,

The segment query is used to get the list of contacts who you want to send Marketing emails to. And the personalization code you provide would list the products contact purchased.

Only those contacts as a member of segment would receive this marketing email, other contacts would not. So, I am not clear what does “This displays ALL DATA regardless of segment query” mean.

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slx 386 on at

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Thank you, trying to give more updates

scenario

- segment query to extract all contacts that have product type = X and many other conditions (as query builder is not limited to depth 2 relationships)

- the same contact can have different other product types Y, Z etc

Segment is created for contacts that fullfil the conditions which creates a sub-collection of contact records

When marketing email is created the code below will display all products associated with the contacts, not the actual results for the query (as the query cannot be replicated below):

You have purchased:

<ul>



<li>{{this.name}}</li>



</ul>

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Steve Zhao2 Microsoft Employee on at

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Hi slx wrote,

I got you. Yes, the personalization code displays ALL DATA regardless of segment query. (You would also get product types Y, Z)

But I think, this is a normal behavior. The segment query is only used to filter the contacts. It would not affect personalization code result.

So, what you need to do is to modify your code like this:

You have purchased:

<ul>

{{#each contact.contact_product_productid}}

{{#if (eq this.productType 'X')}}

<li>{{this.name}}</li>

{{/if}}

{{/each}}

</ul>

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slx 386 on at

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Thank you, you are right for this example.

But segment query block allows more advanced query than the personalisation email conditions that can be hardcoded in the html/javascript body

(example depth 2 on relationship query which is not a restriction for query block)

Kind regards,

slx

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