Learn common techniques for designing your own segments

Dynamics 365 Marketing comes with a collection of standard Segment templates designed to help get you started creating a variety of common segments.

Each segment template provides an initial query structure, but you’ll usually need to finish the query by supplying the values you are looking for and/or by adding new rows and groups as needed.

The standard segment templates also provide good examples that can help you learn common techniques for designing your own segments.

You’ll find the standard templates listed together with any custom templates you’ve created under Marketing > Marketing templates > Segment templates.

You can freely customize, rename, and delete (or deactivate) the standard templates as needed. You can also easily create your own segment templates

Dynamics 365 Marketing Segment Templates:

Template NameSegment Query Description
Attended a sessionSelects contacts who attended a session.
Attended an eventSelects contacts who attended an event.
Basic interaction segmentSelects contacts who clicked a link in a marketing email.
Basic profile segmentSelects contacts based on contact attributes.
Basic traverse segmentSelects accounts based on account attributes and then finds the primary contact for each of these accounts.
Birthday is todaySelects contacts who have a birthday today.
Birthday within the next 5 daysSelects contacts who have a birthday within the next 5 days.
Blocked during a journeySelects contacts who were blocked while on a customer journey during a specified timeframe.
Clicked an emailSelects contacts who clicked a link in a marketing email during a specified time frame.
Contact properties (such as by city)Selects contacts based on contact properties.
Forwarded an emailSelects contacts who forwarded a marketing email during a specified time frame.
Has subscribed from emailSelects contacts who joined a subscription list during a specified time frame after opening a subscription-center link sent to them in a marketing email.
Have a leadSelects parent contacts for leads with specified attributes.
Have a lead from a journeySelects parent contacts for leads generated by a certain customer journey.
Have a lead from an emailSelects parent contacts for leads generated by a certain marketing message.
Have a scored leadSelects parent contacts for leads that received a specified minimum score from a scoring model.
Hold a pass for eventSelects contacts who hold a pass for an event.
Missing consent in customer journeySelects contacts who were put on hold in a customer journey due to missing consent during a specified timeframe.
Opened a form during a journeySelects contacts who opened a marketing form sent to them by a customer journey during a specified timeframe.
Opened an emailSelects contacts who opened a marketing email during a specified time frame.
Participated in a journeySelects contacts who were processed by a journey during a specified timeframe.
Primary contact for accounts with session registrationsSelects the primary contact for each account having staff who registered for a session
Primary contacts for accounts holding event passesSelects the primary contact for each account having staff who hold an event pass
Primary contacts for accounts with event attendeesSelects the primary contact for each account having staff who attended an event.
Primary contacts for accounts with event registrationsSelects the primary contact for each account having staff who registered for an event.
Primary contacts for accounts with scored leadsSelects the primary contact for each account where staff contacts are parents of leads that have been scored by a scoring model in a certain timeframe.
Primary contacts for accounts with session attendeesSelects the primary contact for each account having staff who attended a session.
Primary contacts for accounts with session registrationsSelects the primary contact for each account having staff who registered for a session.
Received an emailSelects contacts who received a marketing email during a specified time frame.
Registered for a sessionContacts who registered for a session.
Registered for eventSelects contacts who registered for an event.
Related entities (such as by account)Finds records from a non-contact entity based on properties of that entity, and then selects contacts related to those records.
Staff of accounts with leadsSelects all staff contacts for specified accounts that have leads associated with them.
Static marketing list membersSelects contacts who are members of a static marketing list.
Static marketing lists membersSelects contacts who are members of a static marketing list.
Submitted a formSelects contacts who submitted a marketing form during a specified time frame.
Submitted a form during a journeySelects contacts who submitted a marketing form sent to them by a customer journey during a specified timeframe.
Submitted a marketing pageSelects contacts who submitted a marketing page during a specified timeframe.
SubscribersSelects contacts who have joined a subscription list.
Suppressed from joining a journeySelects contacts who were suppressed from a customer journey during a specified timeframe because they were in the journey’s suppression segment.
Visited a formSelects contacts who visited a marketing form (not sent to them by a customer journey) during a specified time frame.
Visited a marketing pageSelects contacts who visited a marketing page during a specified timeframe.

With the rich segment capabilities of Dynamics 365 Marketing you can easily target the right audience.

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