Segments in Customer Insights - Journeys: Activities (Email, Appointment, Phone Call etc.)
How to build real-time marketing segments using Dataverse activities such
as Emails, Appointments, Tasks and Phone Calls which are great for using as
exclusion segments in nurture journeys and promotional communications.
Why? If the customer (or potential customer) has already reached out and is
already having direct personalised communications with a member of the
business this kind of content usually comes across as desperate, oblivious
and pushy - which is not a great brand reputation to aim for!
Includes step by step instruction to create the segments ‘All leads who
have an appointment scheduled in the next 7 days’ and ‘All contacts who
have been involved with (To/From/CC/BCC) an email in the last 30 days’.
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