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

Creating a dynamic segment based on response from Microsoft Forms

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Posted on by Microsoft Employee

I have a Microsoft Form where people can indicate if they'd like to subscribe to our newsletter. I'd like to create a dynamic segment that adds someone's contact info to the segment if that person picks the 'yes' option on the form. Is it possible to do that? 

Thanks!

I have the same question (0)
  • Lily M Profile Picture
    Microsoft Employee on at

    Currently I have a static segment. But if more people would like to subscribe, I need to manually port in the new contacts at a certain cadence, which is inefficient for both the subscriber and me.

    If creating a dynamic segment is not the way to go, I'm open to other solutions too! Thanks again :)

  • Suggested answer
    Petit Hibou Profile Picture
    on at

    Hi Lily,

    you can use subscription list for that purpose

    docs.microsoft.com/.../segments-vs-lists

    You'll also need to set up a subscription center (as if somebody signs up for a newsletter he/she should be able to unsubscribe as well :))

    docs.microsoft.com/.../set-up-subscription-center

    Br

    Elena

  • Lily M Profile Picture
    Microsoft Employee on at

    Thanks Elena! Following the link about subscription center, I need to set up a subscription list and a marketing form, where I add the subscription list to the form (docs.microsoft.com/.../set-up-subscription-center. I'm struggling to create the marketing form though and keep getting this error:

    Contact form matching : Required fields must be filled in.

    Do you know what might be causing the error? Thanks so much in advance!

  • Petit Hibou Profile Picture
    on at

    Hi Lily,

    at what point do you get this error message?

    Don't forget that you also need to embed this form into a Subscription center page

    Br

    Elena

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