Create Segments in Dynamics 365 Marketing

1. Go to Marketing >Customers > Segments to open a list of current segments.

2. Select New to start creating your new segment, and select the type of segment you would like to create:

• Dynamic segment: Creates a dynamic segment that can query contact records and interaction records, as well as include, intersect, or exclude contacts in existing segments. While querying contact records, you can add relations as needed to create a more complex query.
• Static segment: Creates a segment where you manually select each member rather than creating a logical query that automatically adds them. For details about how to work with this kind of segment, see Design static segments

3. If you selected a dynamic segment: The Segment template dialog box opens, showing a list of available templates. Each template provides a fully or partially defined query designed for a particular purpose, as indicated by the template name. Select any template to read more information about it in the information panel. Filter and Search features are provided to help you find the template you're looking for. Select a listed template and then choose Select to load the template, or choose Cancel to start building a new segment from scratch.

   

• If you selected a template, your template will load and you skip this step. If you selected Cancel on the Segment template dialog, a blank designer opens, allowing you to start your segmentation from scratch. You can begin by selecting a query block (referred to as a profile block above, an interaction block, or a segment. You can add other blocks to this block, and pick the relationship between the blocks. You can choose contacts that appear in either of the blocks by selecting "or," contacts that appear in both blocks by selecting "and also," or contacts that appear in the first block but not in the second by selecting "but not."
• Next, the segment designer opens, showing settings and tools that are appropriate for your selection or template. Start by naming your segment at the top of the segmentation canvas.

4. If you selected a static segment: A quick create menu appears, asking you to set a name for the segment and select a few primary options. You can create a description for the segment, select the timezone of the segment, and select if the scope of the contacts queried for the segment includes the entire organization or just your business unit.

• In the static segment designer, you can handpick contacts individually by selecting the "Add" button on the "General" tab.
• You can also use a query to quickly filter your contacts, and then select some (or all) of them to be added to your static segment by selecting the Add by Query button. Similarly, you can use a query to quickly select certain contacts that you want to remove from a segment by selecting the Remove by Query button.
  • Using queries to add or remove members from the static segment: When the "Add by Query" or "Remove by Query" option is selected, the Manage Segment Members dialog opens. Here you can craft queries based on contact properties, as well as properties of entities related to the contact (Account, Lead, Event Registration) to fetch a list of contacts who fit that query. Note that these contacts have not yet been added to your static segment.
  • You can select one or multiple contacts from the query results and click on the Add selected button to add them to the segment. If you are removing segment members, click the Remove selected button. You can also add/remove all the contacts that your query fetched by selecting the Add all or Remove all button.
  • If you would like to edit the query that fetched the list of contacts, click on the Edit query button.

5. Select Save on the toolbar to save your segment.

6. Use the tools provided by the designer to establish your segment membership criteria, as described elsewhere in this topic, for your selected segment type.

7. When you're done designing the segment, select Go live on the toolbar to start running the segment, find all of its members (as needed), and make it available for use with your customer journeys. Once your segment is live, it will include a Members tab, where you can go to see exactly which contacts are part of the segment.

 Note

After you go live with a dynamic segment, you can check when it was last evaluated and the next evaluation time at top of the segment Members tab.