Updating Status in Customer Journey & Segment in Dynamics 365

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Updating Status in Customer Journey & Segment in Dynamics 365

Updating Status in Customer Journey & Segment in Dynamics 365

Some of us experience a difficulty in updating status in customer journey. We need to ensure customer is put into right segment tile before blasting an email communication to them. This article will show you the best way managing segment based on customer journey.
Some of us experience a difficulty in updating status in customer journey. A user is planning to put a segment tile before each email send to make sure users are still in the segment and not contact a user that active segment would have moved to 'No' for example. And, he has a segment based journey that use different status like: Active Y/N, user has bought Y/N and other process status that will be updated during the process depending on our users behavior.

 

So, what is missing in this scenario? And, what to do to anticipate that users are still in the right segment?
The first question you need to ask before creating a customer journey, you will need a segment containing the contacts you will send your email to. Your segment should include just one of two fictional contacts, for an example, name a contact person and add valid email addresses that you can receive email from.

 

Creating a Marketing Segment

1. Create a new Marketing Segment
Creating marketing segment Dynamics 365
2. Fill out the following fields, use fictional name on both fields and then fill in your active email address (One that you can receive email from). Then, create a second contact similar to the one you just made. Use the same email address and fictional city, but use a different name.
Create contact in Dynamics 365

3. Create New Segment

 

4. The New Segment page opens, with the General tab shown. Enter information on the General tab to name and describe your new segment. Be sure to leave the Segment type set to Dynamic segment.

Then under the definition tab, create rules of membership for your segment by building a database query.

 

5. Under the definition tab, it offers you three ways of building and viewing your query. Those are: Flow, Designer, and Query. Select option that suits you the most – the result will be the same.

Create segment Dynamics 365
Tips:

 

You can build very complex queries by using the tools here, combining AND clauses and OR clauses, and adding groups of additional clauses that you can combine with the main clause and other groups by using Union, Exclude, or Intersect operations. You can also move freely between the Flow, Designer, and Query tabs to see how your query looks when presented in these various ways.

 

Finally, you will need a marketing email that is both valid and live. Once you have these things, you are ready to create a customer journey. And, do not forget to select Go Live to eventually publish the segment.

 

Creating a Simple Customer Journey

A simple customer journey can include just two steps: identifying the target segment and creating an activity that addresses the members of that segment. In the following procedure, you'll set up a simple customer journey that sends an email message to all the members of a target segment.
Before you start, you'll need:

 

  1. A segment containing the contacts you will send your email to. Your segment should include just one or two fictional contacts with valid email addresses that you can receive mail from, like the one you set up previously in Customer Segment.
  2. A marketing email that is both valid and live.
We are not going into detail in creating a customer journey, because we only discussed a compulsory step before executing a customer journey in Dynamics 365. Anyway, below are few screenshots as general guidelines to create a simple customer journey. But once the procedure and your email message is live, your journey should pass the error check. If it doesn't, read the error message, fix the reported issue, and try again until it passes.

Creating Customer Journey Dynamics 365
Tip:

 

Many entities in Dynamics 365 provide an Insights form view for analyzing the results of your marketing initiatives, including marketing emails. For example, try opening the record for the email message you sent with this customer journey and check its Marketing email: Insights form view for even more information.

 

So, there you go. General rule of thumb before creating a customer journey in Dynamics 365, you will initially need a customer segment in Dynamics 365.

 

With Dynamics 365 for Marketing so fresh on the scene, it'll be very exciting future ahead for the development of this particular software segment. Learn more about Microsoft Dynamics 365 for Marketing and / or contact us today at This email address is being protected from spambots. You need JavaScript enabled to view it. and one of our Dynamics 365 expertise will be very happy to help you.

About the Author

Metisc Metisc

Metisc is a Perth based Dynamics specialist and an Independent Software Vendor providing software and integration services to customer in consumer, corporate, government, education and small to medium businesses.

 

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