web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Segment Naming Convent...

Customer experience | Sales, Customer Insights,...

Suggested Answer

Segment Naming Convention Best Practices

(0) Share

Report

Report

Posted on by scottdny

51

I would like to hear others' thoughts on naming conventions for segments that allow for good organization and clarity for managing an ever-growing list of segments used by any number of users.

I appreciate everyone's input.

I have the same question (0)

All responses Img

All responses (1)

Answers Img

Answers (0)

Suggested answer

Nya 29,064 on at

Like (0)

Report
Copy link

Link copied!

Hi,

Basically, I will name the segments by the condition I set.

For example, here is a segment which filters out the contacts who clicked the event link in a marketing email but did not register the event.

So I named it as "Clicked but not Registered".

This is an example I have given to others so I have not added the event name, I would normally name it "Clicked but not Registered - Event 03".

And so forth, the name can be something like "hard bounced ones - email 01", "contacts without phone number" and so on.

Hope this naming scheme helps you.

Was this reply helpful? Yes No

Join the conversation

Helpful resources

Quick Links

Subscribe to this forum!

Stay up to date on forum activity by subscribing.

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1

ManoVerse 196 Super User 2026 Season 1

#2

#3

CU11031447-0 100

Last 30 days Overall leaderboard

Featured topics

Hide selecting Contact for potential customer when creating quote

Product updates

Dynamics 365 release plans