{"id":35186,"date":"2023-06-22T17:12:14","date_gmt":"2023-06-22T11:42:14","guid":{"rendered":"https:\/\/www.inogic.com\/blog\/?p=35186"},"modified":"2023-07-18T17:56:01","modified_gmt":"2023-07-18T12:26:01","slug":"microsoft-dynamics-365-segmentation-within-outbound-marketing","status":"publish","type":"post","link":"https:\/\/www.inogic.com\/blog\/2023\/06\/microsoft-dynamics-365-segmentation-within-outbound-marketing\/","title":{"rendered":"Microsoft Dynamics 365 Segmentation within Outbound Marketing"},"content":{"rendered":"

The marketing segment is the starting point for many marketing activities, targeting a specific type of audience based on filtered queries.<\/p>\n

You can easily filter your audience (e.g. Contacts or Leads) based on customer journeys and target them accordingly.<\/p>\n

Segmentation for Outbound Marketing:<\/u><\/strong><\/p>\n

According to the client’s business, they may target leads or contacts. Segmentation can assist them in achieving this goal.<\/p>\n

A segment can be created from outbound marketing or real-time marketing.<\/p>\n

As we discussed in the previous blog<\/a>, segment creation is a major aspect of Real-Time Marketing. However, we will focus on segment creation as it pertains to outbound marketing in this blog.<\/p>\n

OOB marketing segments include an in-built segment query designer. It allows you to define queries that target specific audiences and is very easy to use.<\/p>\n

To demonstrate, let’s create a simple segment query targeting contacts belonging to a specific city (e.g. New York).<\/p>\n

Here Are the Steps to Create Dynamic Segments within Outbound Marketing with the Above Example:<\/strong><\/p>\n

Open the Marketing app > Navigate to the \u201cOutbound Marketing\u201d area > click on Segments under Customers > click on the + New button dropdown > select + New Dynamic Segment as shown in the screenshot below:<\/p>\n

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\u00a0<\/strong>After you click + New Dynamic Segment, you can either choose the existing template and create a segment or simply click skip \u2013 as shown in the screenshot below:<\/p>\n

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Step 1:<\/strong> Give an appropriate name to the segment<\/p>\n

\"Mailchimp<\/a><\/p>\n

Step 2: <\/strong>Click on \u201cAdd query block\u201d<\/p>\n

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Step 3: <\/strong>Using the query block builder, select queries based on which contacts should be included as members in the segment.<\/p>\n

Step 4: <\/strong>Click on Save<\/p>\n

Step 5:<\/strong> When your segment is not in a LIVE state, you can verify the estimated size by clicking “Estimate Size”.<\/p>\n

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System will auto add 13 contact records to this segment once it is published, as you can see in the screenshot below:<\/p>\n

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Step 6: <\/strong>Next step is to click on the “Check for errors\u201d button- This is just a quick check for errors (if any) before publishing the segment.<\/p>\n

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If your segment is error-free, you will be notified in the left top corner with the status \u201cYour segment passed the error check.”<\/p>\n

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Step 7: <\/strong>Once the segment is ready to publish, click on the “Go Live\u201d button as shown below:<\/p>\n

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After the Segment is published, you will observe the Status Reason is set as LIVE. The count of members can be seen in the Members field on the header as shown in the screenshot:<\/p>\n

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In the \u201cMembers\u201d tab you can view the list of contact records added for this segment:<\/p>\n

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Under the \u201cInsights\u201d tab you can view detailed analytics such as member count per day and other such metrics.<\/p>\n

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NOTE:<\/strong> For more information about the Dynamics 365 segments and their implementation, you can refer to this<\/a> Microsoft doc.<\/p>\n

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Static vs Dynamic segments:<\/strong><\/p>\n

In the above demonstration, we have purposefully selected Dynamic Segmentation. But in this next section, segmentation will be Static and there won’t be dynamic addition of members once published.<\/p>\n

You can start by creating the segment by clicking on \u201c+ New Static Segment\u201d as shown in the screenshot below:<\/p>\n

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The Quick Create form will open up. You can then provide the name e.g. \u201cTargeting Contacts in New York (Static)\u201d<\/p>\n

You need to manually <\/em>add the members by clicking on the \u201c+Add\u201d button or if you want to add a condition click on \u201c+Add by Query\u201d.<\/p>\n

Also, if you want to remove the members from the Static segment, you can then simply click on the \u201cRemove by Query\u201d button in the Dynamic segment and it will get automatically removed.<\/p>\n

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NOTE: <\/strong>Observe that the Segment Type is set to \u201cStatic Segment\u201d before being set to \u201cDynamic Segment\u201d as shown in the above screenshot.<\/p>\n

There is one major difference between these two types of segments! It is imperative to note that once these two types of segments are live and any new contact records are added OR if existing contact records are modified, the contact records that match the query defined will be dynamically added to the dynamic segment.<\/p>\n

In our scenario, when a new contact record is created that belongs to New York, <\/strong>it is automatically added to the Dynamic Segment, but not to the Static Segment.<\/p>\n

Dynamic Segment Members list (Member count incremented):<\/strong><\/p>\n

As \u201cBrad Garza\u201d was added automatically, the count incremented to 14 as displayed in the screenshot below:<\/p>\n

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 <\/p>\n

Static Segment Members list (Member count remains static):<\/strong><\/p>\n

Likewise, when the contact record \u201cBrad Garza\u201d is not added automatically to the Static segment, the count remains the same, as shown below:<\/p>\n

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To update the static segment’s count of members, you can manually add that additional contact by clicking the “+ Add” button or by opening that particular contact record and clicking the “Lists and segments” dropdown menu > finding the “Add to segment” option. In this way, you can manually add the underlined record to the segment.<\/p>\n

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Few Observations:<\/strong><\/p>\n