If you’re using Dynamics 365 for Marketing, a thorough understanding of Segments is an absolute necessity. Segments dictate which marketing goes to which group of Contacts. Today, we’ll take a look at static versus dynamic segments and templates that you can use in Dynamics 365 for Marketing.
When you create a segment, the first thing you need to determine is whether it will be static or dynamic.
Static Segments: This will create a static list of Contacts who are selected on a per-contact basis. Contacts will join this list when manually added, and will fall off when manually removed.
Dynamic Segments: This creates a list of Contacts using logical expressions (like all Contacts who have received a specific email, or all contacts who live in Pennsylvania). Contacts will join this list if they meet the criteria, and will fall off as they no longer meet criteria.
Yes, of course! Dynamics 365 for Marketing offers a large number of out-of-the-box dynamic segment templates for you to get started. Using a template will get you started with some excellent filtering options. From there, you can add or refine the filters based on your unique needs. You can skip the Segment Template step if you prefer to build you own segments from scratch. As you build your own segments, you also have the ability to Save as Template.
Let’s break the templates down into different areas here to dive in and show you what each can do for you:
After selecting a template, your template will load. You can use the designer tools to further segment your list (adding query, behavior or segment blocks), or use it as is.
When you’ve finished building your segment, click Go Live at the top to activate it (highlighted below).
When you’ve clicked the Go Live button, it runs the error check and will notify you of any problems.
As your dynamic segments are used in marketing initiatives, you’ll be able to tab through and view Members, Insights and other important data and metrics.
Stay tuned to much, much more about Dynamics 365 for Marketing and using segments.
The post Dynamics 365 for Marketing: Getting Started with Dynamic Segments & Templates appeared first on CRM Heidi.