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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Marketing dynamics for...
Customer experience | Sales, Customer Insights,...
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Marketing dynamics for customer portal activities

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Posted on by Elly-Farokhi 205

Hello, 

We are having a customer portal where my customer is able to sign-in and manage their account, 

I like to add customers to the Marketing segment based on the activities they are making in the portal and I was wondering if we can access this data in a Marketing application. 

Thank you for your help, 

Elly

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  • Suggested answer
    Nya Profile Picture
    Nya 29,060 on at

    Hi Elly,

    Here is the documentation about dynamic segment with behavior block, which you can refer to:

    Create segments based on interactions (Dynamics 365 Marketing) | Microsoft Docs

     pastedimage1625109491341v1.png

    This type of segment can filter the contacts according to their interactions. You can set the portal as a Redirect URL or a website in Dynamics 365 Marketing. However, it can only track the clicks and visits.

    Please refer to the following documentation to know more about website visits:

    Register contacts' engagement with your website and internet marketing initiatives (Dynamics 365 Marketing) | Microsoft Docs

    More interactions cannot be tracked by segment currently.

     

    Of course, if the contacts have managed their related data in the portal, you can also use the dynamic segment with query block. It allows to filter the contacts according to the value of Contact entity and the related entities. Design dynamic demographic or firmographic segments (Dynamics 365 Marketing) | Microsoft Docs

     pastedimage1625109500242v2.png

    If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.

    Best Regards,

    Nya

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