Utilizing different types of segments in Dynamic 365 marketing

Segments allow you to group related contacts into groups that may be targeted with customer journeys.

A market segment is a group of people you want to target with your customer journey. In some circumstances, you’ll go after all your contacts. In most circumstances, though, you’ll select your target audience based on demographic, firmographic, behavioral, and other factors.

Types of segments 

  • Dynamic segments

Their membership changes regularly to reflect new or removed contacts as well as updated contact information. Dynamic segments include both demographic and firmographic elements.

  • Static segments

They provide a static list of contacts that are selected individually rather than logically based on field values. Based on private knowledge or offline interactions, marketers and salespeople may develop and populate a static list.

Profiles, interactions, and other segments can be used to create blocks of queries.

The profile records in the marketing-insights service are queried by profile blocks. The marketing-insights service and your Dynamics 365 organizational database sync profile records. The entities you regularly work with within the Dynamics 365 UI, such as contacts, accounts, leads, and any other entities you choose to sync, are all included in profile records.

The marketing-insights service is synchronized with segments and can use its marketing-insights database to deliver advanced segment definitions and customer analytics works in tandem with Dynamics 365 Marketing. When the two systems work together, the integration results in powerful combined capability. Your contact records and marketing lists are kept in sync between the two systems, allowing the marketing-insights service to use its strong data processing and analytical tools to your contacts and combine them with data from other Dynamics 365 records.

The segment designer is used to construct segments. Querying across related entities like contacts, leads, accounts, events, marketing lists, and more is one technique to create segments. You can also use the marketing-insights tool to locate contacts who have expressed interest in your marketing efforts. You may also utilize the marketing-insights service to query contacts who aren’t responding to your emails due to difficulties like bounces.

×