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Customer experience | Sales, Customer Insights,...
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Segments: Query View Not Available

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Posted on by 50
Hi team,
 
In OBM, Query View is available for editing, and while it looks complicated, we were using this for the following purposes (not extensive):
 
1. Often a segment contains multiple blocks. And while we test our logic, copying sub blocks and pasting them on a new segment does speed things up.
 
2. Critical: We often need to match a list of email addresses. In an ideal world, Dynamics would allow us to paste say 100 emails, and it would pick up and say Email IS IN ['email_1', 'email_2', 'email_3']
But because there's no automated way of doing this, we match email addresses by creating an excel list that concatenate emails in the required pattern ('email_1','email_2') then paste that in the query view. This has been life-changing for us when we discovered this hack, as we no longer have to select Contact one by one.
 
3. Template blocks for Static Segments.
Similar to point 2, we sometimes do not just match by email address. So for each match case, in Static segments, we copy the base query from notepad, paste that in Add by Query > Query View.
 
In RTM, query view is no longer available. And we can no longer do those above. We urgently need this if OBM were to be deprecated.
 
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