Create and manage segments
The segmentation capability in Dynamics 365 Customer Insights enables you to group your customers based on demographic, transactional, or behavioral attributes. You can use segments to target promotional campaigns, sales activities, and customer support actions to achieve your business goals.
You can define complex filters around the Customer Profile entity and its related entities. Each segment, after processing, creates a set of customer records that you can export and take action on.
Unless stated otherwise, all segments in Customer Insights are Dynamic segments, which are refreshed on a recurring schedule.
The following example illustrates the depth of the Customer Insights segmentation capability. We've defined a segment for customers who ordered at least $500 of goods in the last 90 days and who were involved in a customer service call that got escalated.
Create a new segment
Segments are managed on the Segments page in Customer Insights.
Go to the Segments page in Customer Insights.
Select New > Blank segment.
In the New segment pane, choose a segment type and provide a Name.
Optionally, provide a display name, and a description that helps identifying the segment.
Select Next to get to the Segment builder page where you define a group. A group is a set of customers.
Choose the entity that includes the attribute you want to segment by.
Choose the attribute to segment by. This attribute can have one of four value types: numerical, string, date, or Boolean.
Choose an operator and a value for the selected attribute.
Number Definition 1 Entity 2 Attribute 3 Operator 4 Value
If the entity is connected to the unified customer entity through relationships, you need to define the relationship path to create a valid segment. Add the entities from the relationship path until you can select the Customer : CustomerInsights entity from the dropdown. Then, choose All records for each condition.
Select Save to save your segment. Your segment will be saved and processed if all requirements are validated. Otherwise, it will be saved as a draft.
Select Back to segments to go back to the Segments page.
Manage existing segments
On the Segments page, you can view all your saved segments and manage them.
Each segment is represented by a row that includes additional information about the segment.
You can sort the segments in a column by selecting the column heading.
Use the Search box in the top-right corner to filter the segments.
Select a segment to do the following:
- View the segment details, including member count trend a preview of segment members.
- Edit the segment to change its properties.
- Refresh the segment to include the latest data.
- Activate or Deactivate the segment. Alternatively, you can use the Schedule later functionality in the Activate/Deactivate dropdown to specify a future date and time for activation and deactivation of a particular segment.
- Rename the segment.
- Download the list of members as a .CSV file.
- Add to will send the list of customer IDs in the segment for processing in another application.
- Delete the segment.
You can refresh all segments at once by selecting Refresh all on the Segments page or you can refresh one or multiple segments when you select them and choose Refresh in from the options. Alternatively, you can configure a recurring refresh on Admin > System > Schedule.
There are six types of status for tasks/processes in Customer Insights. Additionally, most processes depend on other downstream processes. You can select the status of a process to see details on the progress of the entire job.
Download and export segments
You can download your segments to a CSV file or export them to Dynamics 365 Sales.
Download segments to a CSV file
Go to the Segments page.
Select the ellipsis in a specific segment's tile.
Select Download as CSV from the actions drop-down list.
Export segments to Dynamics 365 Sales
Before exporting segments to Dynamics 365 Sales, an admin needs to create the export destination for Dynamics 365 Sales.
Go to the Segments page.
Select the ellipsis in a specific segment's tile.
Select Add to from the actions drop-down list and select the export destination you want to send the data to.
Draft mode for segments
If not all requirements to process a segment are met, you can save the segment as a draft and access it from the Segments page.
It will be saved as an inactive segment, and can't be activated it until it's valid.
Add more conditions to a group
To add more conditions to a group, you can use two logical operators:
AND operator: Both conditions must be met as part of the segmentation process. This option is most useful when you define conditions across different entities.
OR operator: Either one of the conditions needs to be met as part of the segmentation process. This option is most useful when you define multiple conditions for the same entity.
It's currently possible to nest an OR operator under an AND operator, but not the other way around.
Combine multiple groups
Each group produces a specific set of customers. You can combine these groups to include the customers required for your business case.
Open a segment on the Segments page.
Select Add Group.
Select one of the following set operators: Union, Intersect, or Except.
Selecting a set operator enables you to define a new group. Saving different groups determines what data gets maintained:
Union unites the two groups.
Intersect overlaps the two groups. Only data that is common to both groups is maintained in the unified group.
Except combines the two groups. Only data that is not common to both groups is maintained.
View processing history and segment members
You can see consolidated data about a segment by reviewing its details.
On the Segments page, select the segment you want to review.
The upper part of the page includes a trend graph that visualizes changes in member count. Hover over data points to see the member count on a specific date.
You can update the time frame of the visualization.
The lower part contains a list of the segment members.
Fields that appear in this list are based on the attributes of your segment's entities.
The list is a preview of the matching segment members and shows the first 100 records of your segment so that you can quickly evaluate it and review its definitions if needed. To see all matching records, you need to export the segment.
In addition to the segment builder, there's another path for creating segments in Customer Insights. Quick segments let you build simple segments with a single operator quickly and with instant insights.
On the Segments page, select New > Quickly create from.
- Select the Profiles option to build a segment that is based on the unified Customer entity.
- Select the Measures option to build a segment around each of the Customer Attribute type of measures you have previously created on the Measures page.
- Select the Intelligence option to build a segment around one of the output entities you generated using either the Predictions or Custom Models capabilities.
In the New quick segment dialog box, select an attribute from the Field dropdown.
The system will provide some additional insights that help you create better segments of your customers.
For categorical fields, we'll show 10 top customer counts. Choose a Value and select Review.
For a numerical attribute, the system will show what attribute value falls under each customer's percentile. Choose an Operator and a Value, then select Review.
The system will provide you with an Estimated segment size. You can choose whether to generate the segment you've defined, or first revisit it to get a different segment size.
Provide a Name for your segment. Optionally, provide a Display name.
Select Save to create your segment.
After the segment has finished processing, you can view it like any other segment you've created.
For the following scenarios, we advise using the segment builder rather than the recommended segments capability:
- Creating segments with filters on categorical fields where the operator is different than the Is operator
- Creating segments with filters on numerical fields where the operator is different than the Between, Greater than, and Less than operators
- Creating segments with filters on date type fields