How to set size for a segment in Dynamics 365 for Marketing?

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Posted on by Nguyen Hieu

Hi everyone,

I have a segment that has more than 1000 contacts I want to set size to this segment like only first 50 records.

I have read about segment query on the below link but can not find any solutions without using interactions like email clicked.

https://docs.microsoft.com/en-us/dynamics365/marketing/developer/segment-query-definition

Any ideas or solutions?

Thanks in advance.

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cloflyMao 25,210 on at

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Hi Nguyen,

Members in segment could be regarded as a whole, we couldn't split part of members.

As you said, you would like to use only first 50 records, so you should build another segment for these members.

Could you share me more details about your business requirement?

What's criteria for filter out first 50 records, do you mean the first 50 contacts who opened email?

Regards,

Clofly

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Nguyen Hieu 20 on at

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Hi Clofly,

Thanks for your reply.

I want to create Campaign (Customer Journey) to randomly 50 or 100 customers from a segment (that contains more than 1000 members who live in the same city) for evaluating the effectiveness of the campaign.

And the members of the segment have never done any Customer Journey before so I can not filter by interactions like who opened email or not.

As you said, I can create a static segment for these members but it takes a lot of time.

I've read about Query view like Count() function but Maybe it doesn't work for this situation.

Do you have any ideas for this?

Thank you so much!!!

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cloflyMao 25,210 on at

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Hi Nguyen,

I tested a demo and got expected result, but I'm not sure whether it could work for you, please test in your environment.

1. I set city of 5 contacts to Shanghai.

2. There is a segment which will include contacts whose last name contains Mao,

let's call it Mao segment.

I ran a customer journey for Mao, so only Clofly Mao has interaction data(Email sent) compared with other 4 records in advanced find result.

3. I created a segment 123, which will find people who live in Shanghai and at least received one email.

Member: only Clofly Mao in it.

4. I created another segment 1234567, it'll firstly find people who live in Shanghai, then exclude member(s) in segment 123.

As what we see, Clofly Mao has been excluded from new segment.

If these contacts are real people, then I can run campaign for them based on this segment.

Regards,

Clofly

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Petit Hibou on at

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Hi Hieu Nguyen,

the scenario you've described imho may fit into A/B testing concept.

The way that A/B testing works is that you define a percentage of the total number of contacts in the target segment (say, 5%), then 5% of emails will be sent with email variant A, 5% with email variant B. Then, after a certain time (configurable) a winner is being declared based on the selected criteria (configurable), such as email opens. The remaining 90% of the emails are sent using the winning variant.

Br

Elena

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d_radulova 2 User Group Leader on at

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Hello @Nguyen Hieu,

In situations like this we would normally use a splitter tile in a customer journey.

You could-

1. Create your segment with 1000+ members (or as many as you want)

2. Create your customer journey with the segment being the entry point

3. Add a splitter tile to your customer journey and define either exact number of contacts or percentage

4. This gives you two branches in your journey. Define the toichpoins in each. One of them could do nothing with the contacts and the other could send them a series of emails for example.

Reference docs here-

docs.microsoft.com/.../customer-journey-tiles-reference

Let us know how you get on. Good luck

Thanks,

-DD

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Nguyen Hieu 20 on at

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Hi Dilyana,

Many thanks for your help, that worked!!!

I'd like to thank you all for your support

Best regards,

Nguyen

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d_radulova 2 User Group Leader on at

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Good news! I'm sure it will be a great campaign.

How are you going to do your analysis of how successful each of the branches is?

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