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Customer experience | Sales, Customer Insights,...
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Creating Segments to target Accounts

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Posted on by 20

Hi Everyone

For one of my clients, I'm looking for a way to create segments that will be based upon Accounts instead of Contacts. I've working with the Marketing module quite extensively and I'm pretty sure that segments are only used for contacts. Or is there a way to target the email address of the Account in the segment? So that I wouldn't have a list of contacts, but a list of Accounts. 

Thank you for your feedback. 

Kind regards

I have the same question (0)
  • SS-01100907-0 Profile Picture
    on at
    RE: Creating Segments to target Accounts

    Hello,

    Please check the below article

    https://www.inkubit.com/en-us/blog/microsoft-dynamics-365/how-to-create-segments-in-dynamics-365-for-marketing/

    Thanks,

    Soumen

  • Suggested answer
    AJ-22040756-0 Profile Picture
    on at
    RE: Creating Segments to target Accounts

    Hi Partner

    Unfortunately Marketing segment can be created only for contact and not for Accounts as of now.

    Reference article: https://docs.microsoft.com/en-us/dynamics365/marketing/segments-vs-lists  (See the comparison table)

    You can post this request on https://experience.dynamics.com/ideas

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