
Hey Guys,
we are currently facing an topic with the segmentation in D365 Marketing.
Here ist the case: We have contacts with a 1:n related entity (e.g. Subscriptions or Subscriptionservices), we can select the Subscriptionservices related with the contacts based on specific criteria. For Example
"Give me every contact with a unsubscribed Subscription with Cancellation reason = XXX", so we get a Subset of our contacts, later in the customer journey we only want to write to the contacts for the specific (and previously segmented) subscription service. But the customer journey doesn't know by which criteria we have segmented before and just takes all contacts from the segment and writes him to each of his subscription services (A Contact can have more than one Subscriptionservice, but not all of them are relevant for the current marketing campaign).
Question: Is there any way to solve this issue, my first idea is that I will create a Parser for the Query Language used in the segments and store this sepratly, but maybe someone has a better idea or tools?
Best regards Sven
Hi,
Your description is a little difficult to understand.
Do you mean that you want to send an email to these Contacts via Customer Journey and that the content of the email contains the Subscription as a filter in Segment?
For example, Contact has a 1: N relationship with Account as the Primary Contact of Account.
I created a Segment to find out the Primary Contacts of the Accounts whose name equals a certain value.
Then I created an email and inserted a Code block into it.
Here is the code:
Account:
{{#each contact.account_contact_primarycontactid}}
{{#if (eq this.name 'Acc 01')}}
Then I got the account from the segment whose primary contact is the receiver of the email.
You can set the subscriptions in the same way.
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya