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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Can I import segments?
Customer experience | Sales, Customer Insights,...
Suggested Answer

Can I import segments?

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Posted on by CU27040941-6

Hello, I would like to  know if in dynamics marketing I can import in a segment the contacts / leads that I want to address in my customer journey.
That is, generate the population to which the tour is going to be directed externally to Dynamics and then upload the result

I have the same question (0)
  • Suggested answer
    Haig Liu Profile Picture
    Haig Liu Microsoft Employee on at
    Hi Partner,
     
    All users entering the customer journey must first be a contact or lead.
    In other words:
    1. you have to first import dynamic external users as contacts/leads, then add them to segment.
    https://learn.microsoft.com/en-us/dynamics365/marketing/import-data
    2. or use a subscription center form where the customer journey automatically creates contacts for all users who fill out the form and gets them started on the journey.
  • mcrthomas Profile Picture
    mcrthomas 166 on at
    We are still relatively new to Dynamics Marketing, but what we ended up doing is importing leads and using those to create the segments. This allows us to build one marketing list, one segment, and one journey, rather than creating one of each for contacts and leads. That being said, if we know we will only be targeting existing customers then we know we can safely just target contacts without the need to import a marketing list.
    I know this wasn't a direct answer to your question, but I had your same question previously and this was the solution we came up with.
    As a side note, we built a flow that automatically matches the lead to a contact based on the email address. This gives us a list of contacts that are end up in any particular segment.
     
     

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