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Customer experience | Sales, Customer Insights,...
Suggested answer

Segmentation: behavioural block, email delivered, timestamp and relative date

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Posted on by 44

Hello

I don't know if this is an issue due to how things have been set up at our place, but hopefully someone can lend a helping hand regardless.

What I'm trying to achieve is to create a behavioural block in a segment that will either include or exclude users based on a relative date to when they have received an email (could be a specific email or an email that is part of a journey). I thought this would be an easy segment to create, but unfortunately the relative date feature is not active when using timestamp for email delivered. Does anyone have a smart solution for me?

pastedimage1656941577920v3.png

Thanks,

Svein

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Segmentation: behavioural block, email delivered, timestamp and relative date

    Hi SveinS,

    If you create segment in real-time marketing you can use relative date.

    pastedimage1658735876837v1.png

    Preview: Build segments in real-time marketing (Dynamics 365 Marketing) | Microsoft Docs

  • SveinS Profile Picture
    44 on at
    RE: Segmentation: behavioural block, email delivered, timestamp and relative date

    Thanks for the response, Alex.

    It's indeed a little baffling that a relative date can't be used, as that would make things much easier. I'll definitely look into an alternative way around the issue. Thanks again.

  • AlexJay Profile Picture
    422 on at
    RE: Segmentation: behavioural block, email delivered, timestamp and relative date

    Hi Svein, 

    Yes it's a bit annoying/unexpected that relative dates aren't supported for interaction segments. 
    You are also unable to manually overwrite the query view with a relative condition as get this message to confirm the same:

    pastedimage1657029626256v1.png

    In some cases it is possible to achieve a rolling type behavioural query using the "interactions in the last" option

    E.g.:

    pastedimage1657029888497v3.png

    If you wanted to do something like "NOT in the last 14 days" you could possibly take it a step further and use two segments.  Segment 1 is "1 or more email delivered interaction for email xyz in last 14 days".  Segment 2 is "not in segment 1". 

    I agree it feels like it should be easier.  I think the limitation exists as this interaction data is stored outside of Dataverse in the Marketing Insights database so certain queries are limited. 
    Maybe that helps. 
    Thanks
    Alex

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