HI,
I have added a marketing form with 1 custom field "Outlet" (exists in both Contact and Lead entity).
Then I have created a segment to filter by the Outlet field.
After that I updated some of the existing contacts / leads and filled up the Outlet field, the list of members are not reflected in Segment -> Members.
I have refreshed multiple times and then eventually some contacts appears but not all, even though they have the same outlet information.
The dynamic segmentation seems buggy. Anybody facing the same issue?
Hi Dennis,
The segment calculation is not instantaneous.
It takes a bit of time until the information that a contact is a segment member is transmitted into the marketing analytical service and then the segment is being recalculated.
The refresh rate is set to 60 min for Dynamic Segments. It cannot be changed.
I found that expected result won't update timely even if I create records almost at the same time.
You could read those previous discussions about this topic:
Thus it's reason why CRM waits a long time to send emails to members in dynamic segment.(about 5, 6 hours or even longer)
Regards,
Clofly
André Arnaud de Cal...
292,031
Super User 2025 Season 1
Martin Dráb
230,868
Most Valuable Professional
nmaenpaa
101,156