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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How does one download ...
Customer experience | Sales, Customer Insights,...
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How does one download an excel / CSV of the members of a segment?

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Posted on by Community member 7
I'm evaluating Dynamics - Customer insights journeys and trying to download a list of the members of a segment.

I've defined the segment and I can see the people in it.
 
Screenshots below
 
And when I click on the segment itself:
 
 
 
But I can't for the life of me find how to export that list as a CSV or excel.
 
Looking at the docs there are a bunch of buttons that I seem to be missing, is it a permissions thing?
 
 
I can download the entire contact list as excel, but I only want those that for example have been a member of a journey and received and email i.e the members of a segment.
I also can't figure out how to filter the contact list by a segment like /mkt segment 1/.
 
I've just noticed that the export option is only available in /Microsoft Customer Insights - Data/. Does this mean it isn't possible to export a list of customers in a particular segment from the /Journeys/ app and I have to import my data into a separate /Data/ app?
 
Any help would be appreciated
regards,
Colin.
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How does one download an excel / CSV of the members of a segment?
    Hi Partner,
    If you want to use outbound marketing, you can refer to the following link to enable it:
  • Community member Profile Picture
    Community member 7 on at
    How does one download an excel / CSV of the members of a segment?
    Hi,
     
    thanks for getting back to me on my question.
     
    I was looking up the docs for "Outbound Marketing", but they just refer to the "Customer Insights - Journeys" documentation, so I'm confused. I'm assuming "Outbound Marketing" was an older product & the docs are a little out of date.
     
    ok thanks for your help on this.
  • Suggested answer
    Fiona_Tiernan Profile Picture
    Fiona_Tiernan 327 Super User 2024 Season 2 on at
    How does one download an excel / CSV of the members of a segment?
    Hi Colin,

    Building on Leah's response below, unfortunately the export feature isn't something that is currently available in Real Time Marketing yet. I've noticed it's been posted here on Microsoft's ideas portal - so please add your vote if you get a chance!

    Kind regards,
    Fiona
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    How does one download an excel / CSV of the members of a segment?
    Hi Partner,
    The product you are using is customer insights--journey, but the document you are referencing is customer insights--data.
    These are two different dynamics 365 products/apps.
    Most importantly:
    'Export Member' button only existed in Outbound segment now, it can't be supported in real-time segment.
    Maybe you can refer to my previous answer in this similar thread:
    https://community.dynamics.com/forums/thread/details/?threadid=10109c57-9f51-ee11-be6f-000d3a4e511f
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

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