Customer Insights Journeys Segments: Target Smarter with Real-Time Audience Data
Introduction
Effective marketing starts with knowing your audience. In Customer Insights – Journeys (CIJ), segmentation is the foundation for delivering personalized, timely messages that resonate. Formerly known as Microsoft Dynamics 365 Marketing, CIJ empowers marketers to define and reach the right audience using real-time audience segmentation and predictive lead scoring.
Whether you're launching a new campaign or nurturing existing leads, CIJ’s segmentation tools help you target smarter and drive better results.
How to Build Segments in CIJ
Creating segments in CIJ is straightforward and powerful. Here’s how to get started:
Go to Segments and Click + New Segment
Access Customer Insights Journeys in the left-hand navigation site map
Click ‘New Segment’
Begin building a new audience group.
Optional: Use Copilot Query Assist
Leverage AI to help build filters based on your goals
2. Choose Attributes
Filter contacts by behaviors (like email opens or form submissions), demographics, or custom fields.
Tip: Once a new table is added selecting ‘Add table’ you can NOT remove it from your CIJ instance easily.
3. Save and Mark as Ready to Use
Finalize your segment and make it available for use in journeys.
This process allows marketers to create highly targeted groups based on live data, enabling behavioral targeting in CIJ that adapts as customer actions evolve.
Using Segments in Marketing Journeys
Once your segments are built, you can use them to launch personalized marketing journeys:
Start Journeys with Segment Entry Conditions
You can create a journey based on specific audience segments, so if you want users to enter a journey (aka campaign) based on this segment criteria, you can kick start a Journey based on this audience criteria.
Add Actions
Include email sends, wait times, conditional branches, and other steps to guide the customer experience.Publish to Activate
Once your journey is complete, publish it to begin engaging your audience.
This integration between segments and journeys ensures that your campaigns are always aligned with the most relevant audience data.
Why Segmentation Matters in Microsoft Dynamics 365 Marketing
With CIJ, segmentation isn’t just about dividing your audience—it’s about understanding them. By combining demographic insights with behavioral data, CIJ enables marketers to deliver more meaningful, personalized experiences.
Whether you're building awareness, nurturing leads, or driving conversions, Microsoft Dynamics 365 marketing segments give you the precision and flexibility to succeed.
