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  • As soon as the criteria are defined click Save
  • In order to preview the segment click Preview from the Actions button



    To view existing segments:

  • Navigate to Foundation > Segmentation > Manage Segments
  • Type “%” in the number field and click SEARCH to find all participants
  • Example segments to open:  


     

    Segment No.

    Name

    Details

    11

    IMAGINE All Reward Participants

    All Reward Participants

    15

    IMAGINE Travel Ltd. New Rewards Participants

    All Participants who signed up today

    19

    IMAGINE Rewards Participants in London

    Participants with account location London

     

     

            Image Added  Note: For more information on Segmentation click on the link below: 

              https://discover.crm.com/display/V4Manual/Segmentation

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  • When the process run is completed you will be able to see it under the Process Runs tab.  This is where you will see all the process run of the specific 
  • notification run that will submit to the scheduler at any point.
  • The process runs allow you to see which have been processed successfully and which have been processed with errors by expanding the appropriate section
  • You can also drill down to specific entries to view the exact communication that was sent to each customer

      Image Added

  • Each notification being sent to a customer can also be viewed through the Communication Centre under the Customer Management tab

              

                      Image Added Note: For more information on Notification Runs click on the link below:

                       https://discover.crm.com/display/V4Manual/Notifications