{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights

Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights.

Let’s get’s started.

To decide which path a customer should take on Dynamics 365 Customer Insights using segments, you can follow these  steps:

1. Create segments: Choose how to create a segment based on your target audience. You can use demographic, transcational, or behavioral attributes to group  your customers.

2. Manage existing segments: Go to the Insights > Segments page to view and manage your created segments.

3. View segment details: If needed, you can export segments for further analysis or use in other applications.

4. Export segments: If needed you can export segments for further analysis or use in other applications.

Create journeys that wait until a customer becomes part of a segment continuing to the next steps in the journeys.

1. Choose a segment as the condition for an if/then branching step.

2. Set the amount of time you want to wait for the customer to become a member of the sgement before continuing.

3. Choose which actions to take if the customer is or is not a member of the segment.

I hope this helps.

Malla Reddy Gurram(@uk365guy)

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