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Customer experience | Sales, Customer Insights,...
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How to query Contacts using Insights stats

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Posted on by 30

Could somebody tell me how to query Contact based on the Insight values? for example how I can use Advance find view to list all the Contacts having email that was opened? By Insights stats I mean the value stored as shown below:

crm_5F00_ins.JPG

or maybe is there any way to copy the number of email being open directly to the Contact record?

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  • q1938484 Profile Picture
    30 on at
    RE: How to query Contacts using Insights stats

    In the Advance find view I can find Insights entity:

    insights.JPG

    but can't run the query as there will be an error displayed. It looks like I can't see Email Insights -> interactions. Could you advice how to find them?

  • Suggested answer
    MiltosV Profile Picture
    Moderator on at
    RE: How to query Contacts using Insights stats

    Hello,

    You can view the Contacts that e.g. opened a specific email via Email Insights>interactions.

    If you prefer creating your custom report you may use PBI as described here:

    learn.microsoft.com/.../custom-analytics

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