web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

Create Segment to Exclude SMS Opt-Outs (by Channel)

(2) ShareShare
ReportReport
Posted on by 117
I would like to create a segment to exclude people who have opted out of SMS messages.
 
I am able to add fields to a Segment for "Topic" and "Purpose" but this would also exclude those who have opted out of commercial EMAIL messages. I want to be able to filter on the "Channel" but that doesn't seem to be an option.
 
The purpose is to send an email to our contacts inviting them to opt in to SMS messages (which we have just launched) since we have not collected SMS consent up until now.
 
 
I have the same question (0)
  • Suggested answer
    DAnny3211 Profile Picture
    11,417 Super User 2026 Season 1 on at

    Hi,

    Thanks for your question. Based on your description, it seems you're trying to build a segment that excludes contacts who have opted out of SMS messages, without affecting those who may have opted out of email communications.

    While filtering by "Topic" and "Purpose" is available, these fields often apply across multiple channels, which can unintentionally exclude contacts from email as well. If the "Channel" field isn’t directly available in the segment builder, one workaround could be to use custom attributes or flags that specifically track SMS opt-out status. These can be added to the contact record and used as filters in your segment.

    Alternatively, if your system tracks consent per channel (e.g., SMS vs. Email), you might be able to access that data through a custom entity or integration, depending on how your consent model is configured.

    Please verify if this response was helpful.

    Thanks and best regards,
    Daniele
    Note: This response was prepared with support from Copilot to ensure clarity and completeness.

  • Peter65 Profile Picture
    on at
    Didn’t make it this round, but seeing some familiar names makes me want to step up. I’ve been quiet lately, mostly using the forums to search, but maybe it’s time to start answering more. Small contributions still count, right?

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 196 Super User 2026 Season 1

#2
11manish Profile Picture

11manish 129

#3
CU11031447-0 Profile Picture

CU11031447-0 100

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans