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Maximize Dynamics Marketing ROI with Smart Segmentation
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Dynamics CRM
Jan 27, 2024 2:30 PM

Maximize Dynamics Marketing ROI with Smart Segmentation

by HubSite 365 about Amey Holden [MVP]

Dynamics 365 Marketing & Power Platform Customer Experience Specialist : ABC "Anything But Code" : Microsoft MVP

Citizen DeveloperDynamics CRMLearning Selection

Master Nested Conditions in Dynamics 365 Marketing for Effective Segmentation

Key insights


Understanding segmentation in Dynamics 365 Marketing with Customer Insights and Journeys is key to optimizing your marketing strategy. Building segments with nested conditions using AND/OR combinations ensures targeted interactions with specific user groups. It's important to plan your structure before adding attributes, which makes the segment easier to understand and manage.

  • Use groups, subgroups, sub-subgroups, and sub-sub-subgroups wisely to create readable segments within Dynamics 365 Marketing but stay aware of the grouping limits.
  • Start by creating the initial groups and subgroups, then add attributes and conditions to define your targeted segments.
  • When building segments for contacts with multiple leads, utilize the relationship between tables like Contact and Lead to create relevant conditions within subgroups using AND/OR combinations.
  • Define conditions for each subgroup carefully, including setting up pathway definitions, which you may need to repeat throughout the segment-building process.
  • Include contact-specific conditions such as 'Email address not blank' or 'Status is Active' to ensure your segment accurately represents potential reach, and finally, set your segment as 'Ready to use'.

The Importance of Segmentation in Marketing

Segmentation plays a pivotal role in the effectiveness of marketing campaigns. By categorizing potential customers into distinct groups based on their preferences, behaviors, and demographics, companies can craft highly personalized messages and offers, significantly enhancing customer engagement. This tailored approach not only improves the customer experience but also increases the likelihood of conversion, as communications are more relevant and resonate better with the targeted audience. Effective segmentation in marketing boils down to using smart tools like Dynamics 365 Marketing, where complex conditions and relationships can be managed to filter the right contacts for each campaign. By mastering segmentation techniques, businesses are better positioned to meet their customer needs and drive growth.

Read the full article Dynamics Marketing - Segments in Customer Insights - Journeys: Nested Conditions

Dynamics CRM - Maximize Dynamics Marketing ROI with Smart Segmentation


People also ask

What are the segments in Dynamics 365 marketing?

Dynamics 365 Marketing segments are used to categorize customers and prospects into distinct groups based on specific criteria such as demographics, interactions, or custom attributes. These segments enable targeted marketing efforts by grouping together individuals who share similar characteristics or behaviors. Available segment types include static segments, where members do not change unless manually updated, and dynamic segments, which automatically update as people meet the segment's criteria.

What is segmentation in customer insights?

Segmentation in Customer Insights refers to the process of dividing a customer base into groups of individuals that are similar in specific ways pertinent to marketing, such as age, gender, interests, spending habits, and so on. This allows businesses to more accurately tailor their marketing strategies and campaigns to meet the needs, preferences, and behaviors of their customer subsets, leading to more personalized customer experiences and efficient use of marketing resources.

What is a customer journey in dynamics marketing?

A customer journey in Dynamics 365 Marketing is a model that maps out the stages a customer goes through when interacting with a company, from becoming aware of the product or service to purchasing and beyond. Dynamics 365's customer journey tool allows marketers to design and automate these journeys, guiding potential customers with personalized experiences across different channels and touchpoints, aiming to nurture leads and build customer loyalty.

Which Dynamics 365 customer insights capability do you use to build a unified customer profile?

To build a unified customer profile in Dynamics 365, the solution leverages its Customer Insights capability. This feature compiles data from various sources, such as transactional, observational, and behavioral data, to create a comprehensive view of each customer. By integrating and analyzing this information, Dynamics 365 creates a unified profile that helps businesses understand their customers better and personalize their engagements across different platforms and touchpoints.



Dynamics Marketing, Customer Insights, Segmentation, Marketing Journeys, Nested Conditions, Personalized Marketing, Customer Engagement, Dynamics 365 Marketing, Behavioral Segmentation, Customer Journey Mapping