{Do you know} Use segments to decide which path a customer should take on Dynamics 365 Customer Insights
Hello Everyone,
Today i am going to share my thoughts on using segments to decide which path a customer should take on Dynamics 365 Customer Insights.
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEgb_0qfTgdiDiwFZX0grRs7a_X94gznkdVT2wbXghH5MpVkubLuQi-LbtTMRQyUPe6RB3E1N17YN7C4_ZOM0F2ULnknwO8KG9U5b_OzKKy4PuCUjE3-EqyfUhUhSF0P0ivvtADn118asRDS3IzGJjNxMTVRLTsp-K9VxAaE46w4Dz6vAzTZ-7fUWULJUSc/w640-h360/How%20to%20enable%20optimizing%20ranking%20in%20Dynamics%20365%20Sales%20for%20insight%20cards%20(53).png)
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.
New feature details:
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.
![](https://blogger.googleusercontent.com/img/b/R29vZ2xl/AVvXsEhm_BAX3yqKvUN_oc1bb4iRvzp_p1AWCRMK09N7v0cRvcOkq-VnULcbyFW_QzQu5-W_TY-9mL4ZlqX0Kc9r9K8SN-N3-zIK-mWLyV3NNCi0SUL8BqVQ8vKB3K6s6IIPLWGiCSabxNP_w9Bq5n7atdnFuwzItH10VlhA7mAZRUih_BUjYfj04HW8QRp9Hmo/w640-h344/Screenshot%202024-06-16%20at%2016.18.40.png)
That’s it for today.
I hope this helps.
Malla Reddy Gurram(@uk365guy)
#365blogpostsin365days
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