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

Dynamic Segment shows only 4 activity types

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Posted on by 25

Hello everyone,

I have included out of the box Activity entity into the Dynamic Segmentation with enabling Change tracking option. When I try to set a condition based on activity type, there are only 4 types eventhough there are more.

pastedimage1629960707870v2.png

I checked if other activity entities have enabled Change Tracking option and it is enabled.

Does anyone have a clue what could be the stopper here?

Thanks!

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  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    The Activity Type is a field whose options are from Global Choices (Global Option Sets).

    The options cannot be loaded even the Activity entity has been configured in the Dataset configuration.

    Here is a comparison:

    pastedimage1629962725578v1.png

    The left field is an option set field whose options are defined directly in the entity itself. The right one is Activity Type.

    So in the segment condition, the left one's options can be loaded but the text cannot be input manually.

    pastedimage1629962902745v2.png

    However, the options of Activity Type can be input. It should be input with the name (not Display Name) of the certain activity entity.

    For example, the Phone Call activity.

    pastedimage1629963050867v3.pngpastedimage1629963055411v4.png

    So the types which are not listed in your screenshot can be input directly. The condition will take effect after saving and going live.

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