Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Answered

Checking Segment Membership during Customer Journey

(0) ShareShare
ReportReport
Posted on by 230

So I have a customer journey that runs for a number of days based on a segment of customers with a specific data attribute - let’s say ‘favourite colour’ if during that customer journey their ‘favourite colour’ changes they still carry on in that journey so therefor receiving communications etc. that are no longer relevant to them. 

Any ideas how I could get the customer journey to ‘re-check’ the segment membership before completing an action. Like it does for consent?

I tried using a trigger but you can only base that on previous journey actions eg. Email bounced or event attended 

Any ideas? Or is this one for the backlog?!

  • AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: Checking Segment Membership during Customer Journey

    Hurahhh it worked - suppression segment kicks in a treat. Thankyou both!

  • AmeyHolden Profile Picture
    AmeyHolden 230 on at
    RE: Checking Segment Membership during Customer Journey

    Thanks ShaileshJain & Richard@BarheadAU

    I'm giving this a try... but it looks like the frequency of how often a segment is re-evaluated is on a batch job which isn't so frequent. I'm not too hopeful but I will update you with how it goes!

  • Verified answer
    Richard@BarheadAU Profile Picture
    Richard@BarheadAU 160 on at
    RE: Checking Segment Membership during Customer Journey

    Hey Amey

    Have you tried using a Suppression Segment?

    https://docs.microsoft.com/en-gb/dynamics365/marketing/customer-journeys-create-automated-campaigns

    "A journey's suppression segment contains a list of contacts that the journey won't send any messages to, even if those contacts are also included among the segments explicitly targeted by the journey, and even if those contacts are already partly through the journey."

    Let me know if that helps

    Richard

  • Suggested answer
    ShaileshJain Profile Picture
    ShaileshJain on at
    RE: Checking Segment Membership during Customer Journey

    Hi Amey,

    Once a contact participates in the journey by becoming a member of any bonafide segment, the journey continues until all steps have been completed. The only mechanics to get somebody out of journey on external factors is by specifying a suppression segment

    for example: all the customers who have changed their "favorite color" in last X days, or since the start of journey.

    docs.microsoft.com/.../customer-journeys-create-automated-campaigns

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,074 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,900 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans