Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.)
Dynamics 365 Marketing Amey Holden Dynamics 365 Marketing Amey Holden

Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.)

How to build real-time marketing segments using Dataverse activities such as Emails, Appointments, Tasks and Phone Calls which are great for using as exclusion segments in nurture journeys and promotional communications.

Why? If the customer (or potential customer) has already reached out and is already having direct personalised communications with a member of the business this kind of content usually comes across as desperate, oblivious and pushy - which is not a great brand reputation to aim for!

Includes step by step instruction to create the segments ‘All leads who have an appointment scheduled in the next 7 days’ and ‘All contacts who have been involved with (To/From/CC/BCC) an email in the last 30 days’.

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