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

list the segments that have a specific member

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Posted on by 15

I'm trying to list the segments that have a specific member.
I can't get it to run.

For now I am trying:

Segments - name (contains data)
Contacts (Segment Member)
email contains "xxx"

Thank you in advance for your answers

  • Suggested answer
    cloflyMao Profile Picture
    25,210 on at

    Hi klosb,

    Unlike marketing list, there is no association between contacts and segment.

    In other word, members are queried through a mechanism called "Segment Query", however, the process couldn't be reversed.(It's a one-way process.)

    Segment -> contacts ✓

    Contacts -> segment ✕

    To give a more specific example: In Contact form, when we click "Add to segment" button, the popup dialog will just list all static segments, even if the contact was added to any of these segments.

    Therefore, the only workaround would be achieving it programmatically: 

    1. Create a list to save the segments that meet the filter criteria。

    2. For each segment, retrieve segment members with segment API.

    https://docs.microsoft.com/en-us/dynamics365/marketing/developer/extend-segments

    3. Loop through members collection returned from API request, If a member has specific xxx email, then put the current segment to the list. 

    Regards,

    Clofly

  • klosb Profile Picture
    15 on at

    Hi Clofly

    Thank you for your answer.

    I will try to follow your instructions.

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