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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Best way to create sta...
Customer experience | Sales, Customer Insights,...
Answered

Best way to create static segments

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Posted on by NGSD 122
Hi partners, 
 
What is the best way to create static segments in D365 Customer Insights-Journeys Real-time journeys? We aim to add contacts either by name or email, but in RTJ, searching for a name doesn't provide the account name or email as it did in outbound marketing. Additionally, when adding an email address, we can't confirm if the contact is in D365 until the segment goes live. Both of these experiences are less than ideal for targeting specific contacts.
 
Any insights?
 
Many thanks. 
 
Categories:
Dynamics 365 Customer Insights - Journeys
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 239,401 Most Valuable Professional on at
    Moved from Integration, Dataverse, and general topics forum to Customer experience | Sales, Customer Insights, CRM forum.
  • Verified answer
    Eugen Podkorytov Profile Picture
    Eugen Podkorytov 243 on at
    Hi  NGSD,
    To create a static segment in D365 Customer Insights-Journeys Real-time journeys, you have the option to "Include Contact" by manually selecting contacts. For more advanced control, you can switch to different views that display additional details, such as the company name associated with each contact. You can also filter these views as well by status reason, for example.
     

     
  • NGSD Profile Picture
    NGSD 122 on at
    @Eugen Podkorytov - very helpful, thank you.
     
    I noticed the max number of contacts I can include in static segments are 99 contacts. Do you know if there is a workaround?
     
    Thanks!!
  • Verified answer
    Eugen Podkorytov Profile Picture
    Eugen Podkorytov 243 on at
    Hi NGSD,
    Yes, I believe that’s correct. In this case, you can either manually upload the contacts using a CSV file, or add them to a Marketing List first and then include that Marketing List in your segment. The csv file upload is a new feature that has been released last year.
     

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