Customer Insights Journeys: All About Segments

In this video, Rosalinda, a Senior Consultant at AlphaBOLD, walks through how to create and manage segments in Dynamics 365 Customer Insights - Journeys. She explains how to create a new segment, choose between contact-based and lead-based segments, and understand why contacts and leads need to be managed separately. The video also covers how account-level information can be used in contact segments when the contact record is connected to an account. You’ll also learn how segment filters work, how attributes and related tables support audience targeting, and where Query Assist can help with basic filtering. In this video, Rosalinda covers: Creating a new segment Contact segments vs. lead segments Why contacts and leads cannot be combined in one segment Using account-level data in contact segments Filtering with attributes and related tables Understanding segment logic and relationship paths When Query Assist can help Leave a comment below if there’s a topic you’d like us to cover in a future episode. For more guidance on Customer Insights Journeys and marketing configuration, explore the rest of the video series or connect with the AlphaBOLD team at [email protected]