Is it possible to use the 'Form Submission Field Snapshot' as a criteria in a segment?
We are using unmapped form fields to capture some data we don't want stored on the contact record and would like to segment based on this. I have been able to branch in a Journey base on the contents of the 'Form Submission Field Snapshot' per this kb (Create unmapped fields for marketing forms (preview) - Dynamics 365 Customer Insights | Microsoft Learn) but can't seem to use it in a segment. Is this possible?
No, currently unmapped form fields (like those captured in the "Form Submission Field Snapshot") cannot be directly used in segments in Dynamics 365 Customer Insights - Journeys (formerly Marketing). You can branch in a Journey based on these fields—as you’ve done—because the snapshot is available at that stage. However, segments are built from data stored in Dataverse tables, and since unmapped fields aren’t stored as attributes on a Contact or Lead, they aren’t queryable in segments.
Workaround: If you really need to use this data in a segment:
Use mapped fields temporarily and store the data on a custom entity or the Contact record.
Create a custom trigger or workflow to move snapshot values to a custom table or field upon form submission.
Segment based on that stored data.
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