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Customer experience | Sales, Customer Insights,...
Suggested Answer

Identifying Inactive Leads/Contacts to monitor and reduce Quota Consumption in Customer Insights

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Posted on by 2

How can I determine in Dynamics Customer Insights which specific Leads/Contacts will no longer be counted as People with Interaction and will therefore free up seats within the quota limit?

I tried setting up some segments, but the behavioral triggers seem limited (for example, there is no condition like “Email not sent,” etc.).

Thank you

I have the same question (0)
  • Suggested answer
    Zhilan Profile Picture
    58 on at
    You can do it in multiple ways,

    1. by creating new segments based on "last" time of having an interaction with that specific lead or contact
    2. by adding a calculated field to count days of the days that no interaction happened and based on that you can filter your leads and contacts
    3. We have retencion policy that you can use and specify those people who has no interaction for a specific period of time


    and it's important to undrestand how the interactions is calculated, if the record does not contain
     
    • Email sent

    • Email opened

    • Email clicked

    • Form submitted

    • Journey participation

    • Marketing page interaction

    • SMS interaction

    • Event registration

    • Etc.

      it will count as not intracted, and we don't have specific time or a condition to specify this contact/lead has interaction or not.
      so we need to do it in alternative ways

  • RS-03030928-0 Profile Picture
    2 on at

    Hi, thanks a lot for all the information you shared; everything is clear. The only part I’d like to dig into is point #1, because it would fit my use case perfectly.

    Specifically: which fields and/or triggers should we set up to reliably segment by “last interaction date”?
    From what I can see, there doesn’t seem to be a standard/default property (like Last Interaction Date or another type of Timestamp) available, so I’m trying to understand what you recommend using.

    Thanks again!

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