Dynamics Community Forum Thread Details

Dynamic segment of leads generated by Marketing forms / or attached to a campaign

I'm struggling a bit to work with Segments. I guess it's just a matter of getting used to them... but for the moment, I don't succeed to create any a bit complex one working.

we have created two Marketing Forms and embedded them on our website. The Forms generate Leads only.

This works great :-)

Each lead is linked to a campaign.

I would like to have a dynamic segment to list all leads generated buy both forms. but I dont succeed to do it.

In addition, if I could have a segment displaying the leads attached to a campaign, it would be great ;-)

Thank you for your help.

Pascal

Categories:

Lead Management and LinkedIn

Segmentation

Hello Pascal,

you have several options to achieve your goal of building a Segments based on the leads / submissions from a marketing form. And you might have embedded marketing form into a marketing page from Dynamics 365 for Marketing or in an external web site; we want segments that work for both cases.

Solution 1: Find Contacts who have submitted a certain Marketing Form

If you have configured you marketing form to create or match leads, you can assume that at least one relevant lead exists for any form submission. With that assumption we can choose to build an interaction based segment.

Dynamics 365 for Marketing captures interactions for those submissions and you can build a segment for those. Create a new segment an in the default row for the Contact use the attribute field to look for a Interaction Submitted - simply start typing.

After you have picked "Form Submitted" you will get into the Interaction segment design experience. Filter and sliding time window allows you to specify how many submissions and in which time frame are expected from the contacts.

The segment should select only contacts from a specific form, and we can add a filter for that too.

InteractionSegment-2.png.jpg

You might wonder where you find the Form Id for the marketing form. That is easy, when you look into the URL in the browser window when you design your marketing form, you will see it as a parameter. (We will be adding a lookup capability in a future release.)

Now go live with the segment and after a while it will return all contacts who have submitted a marketing form in the last given timeframe.

Solution 2: Look for leads that have been created from a specific Marketing Form and select the respective parent contact

If you open a lead that has been created from a submission of a marketing form, you can see the source marketing form in the details tab of the lead. Also each such lead has already a contact matched or created, which is set at the parent contact of that lead.

Now we can build a segment that filters leads by marketing page and traverses to the parent contact in the following manner:

And in a similar manner you can build segments that identify your contact audience from leads that have a certain source customer journey, source marketing page or even source campaign (from the classic marketing functionality).

Quick Links

Leaderboard