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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Add contacts connected...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Add contacts connected to an account to a segment based on account field

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Posted on by Hagru 362

Hello!

Let's say I have book clubs in my marketing module as Accounts. Each of these Accounts have a field for what kind of books, genres or authors the book clubs are interested in.

Each of these book clubs have Contacts to them, or members in this case.

I want to make a segment for these members, so that the members of each book club receive emails based on the interests of the book club. Let's say one book club is interested in Sci-Fi, and another is interested in Romance.

I want to take the members of these book clubs into a segment based on if they are interested in Sci-Fi or Romance, so that I can send relevant mails about new releases or news about the genre to the members.

I assume I can start the segment query by looking for Accounts where their "interests" field contains Sci-fi. However, it becomes challenging for me to retrieve the contacts and putting them into a segment for some reason. 

Each of these Contacts also have the Account name connected to their Contact.

TLDR:

How can I make a segment query to include all contacts connected to an account based on the value of a field in the account? 

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  • Suggested answer
    Hagru Profile Picture
    Hagru 362 on at

    I figured it out.

    You can do this by creating a new empty dynamic segment.

    Add a new query block, and select Contact in the first dropdown.

    Under Contact, remove the first "Select attribute" dropdown, and click Add > Add related entity

    Select "Account (Contact -> Account (Company Name))

    Then click Add > Add condition to Account

    Add the condition you want, in this example > Interests - Contains - Sci-Fi

    That's it. Contacts connected to the accounts that go through this filter will be added to the segment.

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