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Dynamics 365 Community / Forums / Customer Insights - Journeys forum / Realtime marketing seg...
Customer Insights - Journeys forum
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Realtime marketing segment issues

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Posted on by jwcpc 83
Hi, maybe someone can help with these realtime marketing segment issues, otherwise I will just treat this post as a form of therapy:
 
- No ability to segment on Outbound Marketing form submissions.
- The segment refresh seems sporadic, some of our segments haven't refreshed for over 30 days. I think it's to do with whether it's being used in a journey but can't find any confirmation of this. But even so sometimes you want to know how many people are in a segment before putting it in a journey.
- Unable to use nested segments. At least no deeper than 1 segment.
- Unable to edit segments that are used in journeys, or other segments. This is a royal PITA, for example we have a 'Marketable Contacts' segment that we use as the basis for our segments - but there's now no way to update it without deactivating all journeys, removing it from all segments etc where it is used. Really defeats the point of building 'Global' segments in Dynamics.
- Unable to reference the mythical beast that is the Global Suppression List (see other post here: https://community.dynamics.com/forums/thread/details/?threadid=df33252b-435d-ee11-be6f-000d3a4e9eae)
- The logic builder is confusing. When using 'and also', 'or', 'but not' it's not entirely clear what the full logic is e.g. is it 
(1 and 2) or (3 and 4)
1 and (2 or 3) and 4
- I cannot export the segments to verify my segment is returning the correct contacts. I have asked my CRM admin to look at this as thought it was just a permission setting but apparently not.
 
Thanks
 
Categories:
Segmentation
I have the same question (0)
  • Community member Profile Picture
    Community member 12 on at
    Realtime marketing segment issues

    I've been grappling with real-time marketing segment issues lately, and it's been quite a challenge. The intricacies of keeping up with dynamic consumer behavior demand a nimble approach. Recently, I discovered some invaluable insights on overcoming these hurdles through marketing от Yespo. Their innovative solutions have significantly improved my real-time marketing strategies, making the process smoother and more effective.

     

  • jwcpc Profile Picture
    jwcpc 83 on at
    Realtime marketing segment issues
    Totally agree, Duncan. Feels like a backward step to me, not that OB segments are particularly nice to use in the first place. Are you able to elaborate on issues you're facing so I know what to potentially look out for?
     
    One total pain is we're unable to export segments to verify they contain the correct audience. If someone knows if there's a setting somewhere for this please enlighten me, I have raised with our CRM admin but seem to think it's not possible. 
  • DM-10051729-0 Profile Picture
    DM-10051729-0 54 on at
    Realtime marketing segment issues
    I've found Real-Time segments to be totally unreliable.
     
    I can't imagine what customers who purchased in the last month or two since Outbound was removed for new customers are dealing with, as it would make the product unusable.
     
    Also agreed the inability to edit segments used in journeys is a nightmare.
     
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Realtime marketing segment issues
    Hi Partner,
    More features for real-time marketing segmentation are currently under development.
    As one workaround, you can use outbound marketing segment in Real-time marketing directly.
    1.If you have any suggestions for improvement, you can create a new idea through the below URL, then ask your colleagues to raise up the votes.
     Ideas (dynamics.com)
    Our product team has direct visibility of these ideas and they will implement it on the basis of the highest number of votes received.
    2.For functional behaviors that are not anticipatory(segment member not refresh), I suggest you create a support ticket for professional assistance following the below procedure.
    Get Help + Support - Dynamics | Microsoft Docs
    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah
  • jwcpc Profile Picture
    jwcpc 83 on at
    Realtime marketing segment issues
    Thanks for the response, Bob. So I guess I shall treat this as therapy.
     
    I totally agree that Microsoft need to offer some clarity as to what is happening with RTM, don't even get me started on the journey builder. What really bugs me is they're happy to push all these 'amazing' co-pilot/AI features in their marketing comms when the fact is they currently have a product which is simply not fit for purpose. As I type I am still waiting for a segment I published over an hour ago to be 'Ready to use'.
     
    I just hope co-pilot offers therapy.
  • Bob74 Profile Picture
    Bob74 18 on at
    Realtime marketing segment issues
    I feel your pain, and share all of your issues.
     
    We use a similar concept of master segments, and reuse segments across campaigns.
     
    All of the issues are such that we're struggling to make the move to real-time; and their Wave 2 roadmap gives no suggestion that anything is going to improve. I just wish that Microsoft would engage with their community, and let us know what is coming along - given that real-time is the default for all new-users, it gives the impression that they are satisfied that it's more than good enough and what you have is all you're going to get!
     
    I've come from a SQL background, and so the logic builder is a right "pain in the preferable" - building queries with outbound has been challenging, and has required a good use of nested queries (and lots of manual testing/verification) to be confident that we are reaching the right audience (and equally, not missing people).
     
    Can anyone from Microsoft, suggest that their is light at the end of the tunnel...

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