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Customer experience | Sales, Customer Insights,...
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Score leads based on Segment Membership

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Trying to score leads based on segment membership. Using Entity= Lead.Parent contact.contact_msdyncrm_segment_msdyncrm_segmentmemberid and then Name = Segment Name. However, it's not scoring the lead properly. Any guidance out there?

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    Please refer to the following documentation.

    Create lead scoring models (Dynamics 365 Marketing) | Microsoft Docs

    It states that:

    pastedimage1638350002609v1.png

    There is no 1:N between Contact and Segment, so the relationship will not be shown when the "Lead.Parent contact." is input.

    pastedimage1638350080905v2.png

    So you have to create such a relationship between them first.

  • Nya Profile Picture
    29,060 on at

    Hi,

    If the issue has been solved, it would be appreciated if you could click "Yes" to verify my answer.

    Image

    If there is any further doubt, please do not hesitate to let me know.

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