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How can I add contacts from a 'View' into a Segment?

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Posted on by Microsoft Employee

I am hoping to send a Marketing email to a view provided to me by the Sales team. 

  • Deborah J Pitt Profile Picture
    Deborah J Pitt 114 on at
    RE: How can I add contacts from a 'View' into a Segment?

    Hello!

    As the view is from the Opportunity table, the first thing you need to check is whether this table is listed in the Marketing Data Configuration.

    In the bottom left hand corner, select Settings then select Dataset configuration:

    pastedimage1633087338079v2.png

    This is the list of tables that are synced with the marketing app. Out of the box, Opportunity is not included so check if yours has been added:

    pastedimage1633087421292v3.png

    You can add the table if necessary from here, but it's important to note that once a table is included, it can't be removed. So check with your Sys Admin first!

    Hope this helps.

    Kind regards

    Deborah

  • Suggested answer
    Nya Profile Picture
    Nya 29,058 on at
    RE: How can I add contacts from a 'View' into a Segment?

    Hi,

    First of all, please check the filter criteria of the view.

    For example, the view contains all the opportunities whose Topic begins with "A".

    Then you can create a dynamic segment something like the following one:

    pastedimage1633081041560v1.png

    After going live, it can be used as the audience of the customer journey and you can send the marketing emails to the contacts for the opportunities.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: How can I add contacts from a 'View' into a Segment?

    Thank you! Is it possible if the view shows Opportunities?

    eg. The view shows opportunities -  I would like to email everyone listed within each company within the view.

  • Carsten B Profile Picture
    Carsten B on at
    RE: How can I add contacts from a 'View' into a Segment?

    Hi,
    you can create a dynamic Marketing list (targeted to contacts)
    that on "Manage Members" will allow you to
    Use Saved View (selecting the view you were given)
    pastedimage1633015401896v2.png


    then create a dynamic Segment
    (using the "Subscribes" template (selects contacts who have joined a subscription list)
    changing its query to
    Marketing List
    IS
    the Marketing list created above

    pastedimage1633015363561v1.png

    and finally use that Segment in a customer journey that sends the email




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