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Not able to filter out Insights on DATA Panel by ACCOUNT - Account Based Marketing

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Posted on by Fariha Asmat

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Hello Marketing Experts,

I'm trying to run the account based marketing customer journey but once the journey is live I'm not able to see the Insights based on accounts. Customer journey is showing the insights according to the contacts. In the previous Customer journey there was the option on data panel to filter out the insights based on account but in new UI there is no any option like that. I'm attaching the screen shots and the documentation link which I have been following below.

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

image_5F00_2021_5F00_01_5F00_14T11_5F00_34_5F00_19_5F00_460Z.png

In General settings of Customer Journey I have selected the account as TARGET.

I followed this Link:

https://docs.microsoft.com/en-us/dynamics365/marketing/account-based-marketing

But In new Customer journey UI this option is not present

Thanks.

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Aga M on at

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RE: Not able to filter out Insights on DATA Panel by ACCOUNT - Account Based Marketing

Hi Fariha Asmat,

We are aware of this missing filter in the new Customer Journey designer and this functionality will be provided already with the next Marketing upgrade.

Apologies for the inconvenience caused.

Best Regards,
Aga

//Please mark as Yes if this answers your question.
cloflyMao 25,198 on at

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RE: Not able to filter out Insights on DATA Panel by ACCOUNT - Account Based Marketing

Hi Fariha,

You could switch to old Customer Journey UI in Advanced Settings > Feature switches to check whether the filter feature still works.

Regards,

Clofly