Customer experience | Sales, Customer Insights,...

Realtime marketing segment issues

(6) Share

Report

Posted on by jwcpc

274

Hi, maybe someone can help with these realtime marketing segment issues, otherwise I will just treat this post as a form of therapy:

- No ability to segment on Outbound Marketing form submissions.
- The segment refresh seems sporadic, some of our segments haven't refreshed for over 30 days. I think it's to do with whether it's being used in a journey but can't find any confirmation of this. But even so sometimes you want to know how many people are in a segment before putting it in a journey.
- Unable to use nested segments. At least no deeper than 1 segment.
- Unable to edit segments that are used in journeys, or other segments. This is a royal PITA, for example we have a 'Marketable Contacts' segment that we use as the basis for our segments - but there's now no way to update it without deactivating all journeys, removing it from all segments etc where it is used. Really defeats the point of building 'Global' segments in Dynamics.
- Unable to reference the mythical beast that is the Global Suppression List (see other post here: https://community.dynamics.com/forums/thread/details/?threadid=df33252b-435d-ee11-be6f-000d3a4e9eae)
- The logic builder is confusing. When using 'and also', 'or', 'but not' it's not entirely clear what the full logic is e.g. is it
(1 and 2) or (3 and 4)
1 and (2 or 3) and 4
- I cannot export the segments to verify my segment is returning the correct contacts. I have asked my CRM admin to look at this as thought it was just a permission setting but apparently not.

Thanks

I have the same question (0)

All responses (8)

Answers (0)

Sort by

Bob74 62 on at

Like
a
(0)

Report
Copy link

Link copied!

I feel your pain, and share all of your issues.

We use a similar concept of master segments, and reuse segments across campaigns.

All of the issues are such that we're struggling to make the move to real-time; and their Wave 2 roadmap gives no suggestion that anything is going to improve. I just wish that Microsoft would engage with their community, and let us know what is coming along - given that real-time is the default for all new-users, it gives the impression that they are satisfied that it's more than good enough and what you have is all you're going to get!

I've come from a SQL background, and so the logic builder is a right "pain in the preferable" - building queries with outbound has been challenging, and has required a good use of nested queries (and lots of manual testing/verification) to be confident that we are reaching the right audience (and equally, not missing people).

Can anyone from Microsoft, suggest that their is light at the end of the tunnel...

Was this reply helpful? Yes No
jwcpc 274 on at

Like
a
(1)

Report
Copy link

Link copied!

Thanks for the response, Bob. So I guess I shall treat this as therapy.

I totally agree that Microsoft need to offer some clarity as to what is happening with RTM, don't even get me started on the journey builder. What really bugs me is they're happy to push all these 'amazing' co-pilot/AI features in their marketing comms when the fact is they currently have a product which is simply not fit for purpose. As I type I am still waiting for a segment I published over an hour ago to be 'Ready to use'.

I just hope co-pilot offers therapy.

Was this reply helpful? Yes No
Suggested answer

Leah Ju Microsoft Employee on at

Like
a
(0)

Report
Copy link

Link copied!

Hi Partner,

More features for real-time marketing segmentation are currently under development.

As one workaround, you can use outbound marketing segment in Real-time marketing directly.

https://learn.microsoft.com/en-us/dynamics365/customer-insights/journeys/real-time-marketing-segments#segments-from-outbound-marketing

1.If you have any suggestions for improvement, you can create a new idea through the below URL, then ask your colleagues to raise up the votes.
Ideas (dynamics.com)
Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.

2.For functional behaviors that are not anticipatory(segment member not refresh), I suggest you create a support ticket for professional assistance following the below procedure.
Get Help + Support - Dynamics | Microsoft Docs
I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
Regards,
Leah

Was this reply helpful? Yes No
DM-10051729-0 58 on at

Like
a
(1)

Report
Copy link

Link copied!

I've found Real-Time segments to be totally unreliable.

I can't imagine what customers who purchased in the last month or two since Outbound was removed for new customers are dealing with, as it would make the product unusable.

Also agreed the inability to edit segments used in journeys is a nightmare.

Was this reply helpful? Yes No
jwcpc 274 on at

Like
a
(0)

Report
Copy link

Link copied!

Totally agree, Duncan. Feels like a backward step to me, not that OB segments are particularly nice to use in the first place. Are you able to elaborate on issues you're facing so I know what to potentially look out for?

One total pain is we're unable to export segments to verify they contain the correct audience. If someone knows if there's a setting somewhere for this please enlighten me, I have raised with our CRM admin but seem to think it's not possible.

Was this reply helpful? Yes No
CU27040908-10 12 on at

Like
a
(0)

Report
Copy link

Link copied!

I've been grappling with real-time marketing segment issues lately, and it's been quite a challenge. The intricacies of keeping up with dynamic consumer behavior demand a nimble approach. Recently, I discovered some invaluable insights on overcoming these hurdles through marketing от Yespo. Their innovative solutions have significantly improved my real-time marketing strategies, making the process smoother and more effective.

Was this reply helpful? Yes No
SteveT 7 on at

Like
a
(2)

Report
Copy link

Link copied!

With the Microsoft's announcement that they are deprecating Outbound marketing.....

I'm wondering if any of the above will be addressed by deprecation date?

We are still waiting for the ability to export members and basic sorting/list filtering is still disabled.

Was this reply helpful? Yes No
MP-26092155-0 27 on at

Like
a
(2)

Report
Copy link

Link copied!

Well said @jwcpc. All of the issues you've listed, I am experiencing as well. I am stunned that this product was pushed to production with all of the obvious functionality gaps and the navigation and UI quirks that make even the smallest tasks take longer than they should.

I just discovered, for all of our live journeys, our segments haven't refreshed. This didn't happen with our earlier journeys but started with our current journeys exactly a week ago.

Logged a ticket with support and can update here when I hear back but given how long this has gone on, I'm not holding my breath for a solution.

Was this reply helpful? Yes No

Join the conversation

Community site session details

Realtime marketing segment issues

Helpful resources

News and Announcements

Quick Links

Season of Sharing Community Challenge Launch!

Women in Power Builds Momentum

Congratulations to the May Top 10 Community Leaders

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates

Community site session details

Realtime marketing segment issues

Helpful resources

News and Announcements

Quick Links

Season of Sharing Community Challenge Launch!

Women in Power Builds Momentum

Congratulations to the May Top 10 Community Leaders

Subscribe to this forum!

Select categories

Leaderboard > Customer experience | Sales, Customer Insights, CRM

Featured topics

Product updates