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Use Query Assist Copilot to create Segments (Dynamics 365 Marketing)

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#nlp

#queryassist

#segmentcreation

#segmentdesigner

#targetaudience

Dynamics 365 Customer Insights – Journeys & Data

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Sep 29, 2023

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AI Summary

  • The article discusses the use of Query Assist Copilot in creating segments easily through its Natural Language Processing (NLP) capability.
  • To create a new segment, go to Real-Time Marketing, Audience, and Segments.
  • Specify the segment name and the target audience (contact or lead).
  • In Query Assist, specify the details of the segment and receive suggestions.
  • Select the "Contacts who were created last year and make more than $50K" option and append "who work in Financial Industry" to it.
  • Clicking on Create opens the segment designer page along with the Query Assist panel, which shows the result of the Query.
  • Add further conditions to the segment, such as "Contact who opened an email."
  • The query gets updated with the new condition and the option to generate a summary for the segment or get suggestions for improving it.
  • Clicking on View Summary generates the summary of the segment.

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